世世代代盼望的千秋万代的领袖

发发牢骚,解解闷,消消愁
打印 被阅读次数

如果习近平不能万岁,那就是天意了。

因为14亿人民脖子伸得都累了,膝盖跪得都伤了,求着他老人家一定要“带领百年大党奋进新征程,迈上民族全面复兴的第二个百年奋斗目标的新征程”,至少还要一百年。

一年也不能少。

习领袖

“像爱父母那样爱老百姓”

“众望所归的领导核心”

“让国家强起来的战略家实干家”

“开辟新境界的时代变革者”

“胸怀天下的大国领袖”

“继往开来的领航人”

您一人的脑子顶14亿,没了您,大家不知所措,无所适从;您不在,全民茫然若失,万事索然无味;少了您的光芒,天下黯然无色;您的威力令敌人胆颤心惊,14亿人不敢有二;一天见不到您,全世界惘然若失,听不到您的指示,大家心急如焚。

中华民族等了五千年,终于等到了。您力盖炎黄,令尧舜逊色,秦皇汉武唐宗宋祖羞愧,成吉思汗自叹不如,康乾称臣,孙毛也要退让,邓江胡形如跑龙套。众星拱月,万众归心,力扫美英为期不远,伟大民族复兴指日可待。

《新华社》的英语宣传够棒:“A man who...”,一个汉子!

习近平,一个领袖,天下父母,“驾驭历史潮流的核心人物”,“我将无我”......一条汉子!

 

从马克思到习近平

 

习近平新时代中国特色社会主义思想被写入党章和宪法。它统揽改革发展稳定、内政外交国防、治党治国治军,贯穿马克思主义哲学、政治经济学、科学社会主义,被评价为“马克思主义中国化的最新成果,是21世纪马克思主义,是当代中国的马克思主义”

像毛泽东、邓小平一样,习近平再次成功推动了马克思主义中国化时代化——这正是中共百年来取得成功的基本经验

人类命运共同体理念继承马克思主义“自由人联合体”理想

“马克思曾经说过,每一个社会时代都需要有自己的大人物,如果没有这样的人物,这个社会时代就要把他们创造出来”,“党的十九大用习近平总书记的名字冠名新时代中国特色社会主义思想并将其确立为全党必须长期坚持的指导思想写入党章,把坚定维护以习近平同志为核心的党中央权威和集中统一领导写入党章,这是对马克思主义权威观、领袖论的自觉坚持与科学遵循,是十九大最重大的政治成果、最深远的历史贡献”。

习近平,是马克思也能信任的大人物。

【资料】

【1】习近平带领百年大党奋进新征程-新华网

【2】Profile: Xi Jinping, the man who leads CPC on new journey (xinhuaxmt.com)

【3】十九届六中全会在京召开,习近平作工作报告 (guancha.cn)

【4】习近平:西方的民主不是民主,中国的才是

【5】社会主义能不能救美国?

【6】Xi Jinping is Rewriting China's History - The New York Times

【7】Xi Jinping is rewriting history to justify his rule for years to come | The Economist

【8】【学习时报】何毅亭:伟大思想理论因何伟大?——论习近平新时代中国特色社会主义思想的重大意义- 黄浦区学习习近平新时代中国特色社会主义思想专栏

【9】共同富裕?先救救留守儿童吧

【10】

【11】“反腐高压之下,腐败分子何以顶风违纪违法,以身试法,疯狂如斯?”(腐败案涉案额动辄上亿,中纪报:反腐没有选择,必须知难而进

【12】偷偷减肥? 金正恩圆润身材“变瘦”(点击)

【13】《人民日报》首页:人民日报头版头条:总书记心中的“国之大者”

 

 

 

 

 

 

【冠毒和阴谋论】

China Markets Sold Mink, Civets, Stoking Natural Origins Theory - Bloomberg

The Story Behind China’s Missing Wildlife - Bloomberg

所携带的病菌

Will Covid Get Worse? China's Wildlife a Pandemic Waiting to Happen - Bloomberg

They called it a conspiracy theory. But Alina Chan tweeted life into the idea that the virus came from a lab. | MIT Technology Review

The inside story of how one scientist concluded covid began with a spillover at Wuhan's wet market | MIT Technology Review

Dissecting the early COVID-19 cases in Wuhan (science.org)

First Known Covid Case Was Vendor at Wuhan Market, Scientist Claims - The New York Times

Stuart Neil

 

 

 

拜登大撒币结果搬起石头砸自己的脚
 
不久前美国一元店(Dollar Tree)终于受不了了,全线涨价,原来一元店每件商品都是一元,一块钱成了一块二毛五【1】,一块二毛五也不贵,但这可是全面涨价25%。
 
今年以来,美国央行(联储)、政府、银行界和精英(通过控制经济预测和解释舆论)都一直在宣扬通胀“过渡性”,不论通胀数据多么显著,前途是光明的,通胀是暂时的,要对党有信心,直到过去两个月通胀引起社会波动,联储主席前几天才不得不出面说“别瞎扯了,根本没过渡性这么一回事”【2】,事后,还有很多精英不服。
 
世界上所有的国家,美国好中国也好,个人都有被宏观数据淹没的威胁,在中国,大家常问“人均产值过万(美元),你脱国家后腿了吗?”就是这个意思。今年全球冠疫通胀,有货币的因数,有西方经济纾困过度的因数,有产业链紊乱的因数,在美国,还有贸易战的因数。美国本身产业链的种种弊病,也在冠疫的
 
斗转星移
 
12.17
还是什么都没变
A divide in responses to the inflation threat | Financial Times
英国央行加息,美国央行和稀泥,欧洲实质上继续扩张
The Fed still thinks inflation is transitory | Financial Times
 
过去两年,美国已经投放了过4万亿的经济纾困,拜登刚刚又通过万亿基建法案,还有“逼逼逼(BBB)”宏图,两者加起来又有3万亿【基建法和逼逼逼两法案说是不增加债务,通过税收持平,但肯定做不到,能做到的顶多是债务没那么多,结果实质上还是撒钱】,投下了这么多钱,央行又把利率设零,保证钱不是钱,大家只能到资产上投机,
 
 
西方各国的冠疫经济纾困:
 
 
 
 
尼尔• 弗格森(Niall Ferguson)
 
 
 
 
 
 
 
 
和美国相比,欧洲的消费尚未完全恢复:
Patient monetary policy amid a rocky recovery (europa.eu)
但这肯定受到福利,抗疫经济纾困的影响
 
无疑,拜登的大撒币对经济有实质性的刺激:
U.S. Recovery Accelerates on Spending, Labor Market Growth - WSJ
President Biden’s nearly $2 trillion spending bill passed by the House is stocked with benefits for organized labor, including a measure aimed at helping unionized companies win billions of dollars in new green-energy projects.
但参见下面强调的给中上阶级减税
Business lobbyists are lining up in opposition, however, saying the bill spells higher costs that will fall hardest on the smallest companies:参议院,包括中小企业
鼓励工会,包括特别给工会产品减税,就绿色产业,要获得优惠税率则必须保证最低工资,增加对违反劳工规则的公司的惩罚,
 
结构性:
 
美国与欧洲通胀对比,显然是个货币问题:
 
大撒币致使社会里盈余的货币很多:
 
 
Biden’s Nearly $2 Trillion Social Spending and Climate Bill Is a Boon for Unions - WSJ
就业、收入、消费、投资都不错,但通胀更猛
 
通胀的政治代价
 
拜登“逼逼逼”要逼疯有钱人
 
The Supply Chain Mess - The American Prospect
 
美国通胀很大程度上反映了商家有定价权,能把成本加上额外利润推给消费者:
 
因为他们知道需求大,社会上有足够的货币。
 
Fannie Mae November 2021 National Housing Survey Data Release
 
美国的经济纾困难道力度还不够?
Pandemic-Era ‘Excess Savings’ Are Dwindling for Many - The New York Times
穷人的储存马上用完了?
 
According to Moody’s Analytics, an economic research firm, these excess savings among many working- and middle-class households could be exhausted as soon as early next year
明年年底才用完,但大家已经开始叫了,啥德行?
 
中产得益最大,而不是社会底层,说明纾困的方向不正确
 
今年第三季度,集装箱海运行业利润是481亿美元,去年同期的10倍,去年的数字已经是当时的历史新高。这点钱总得有人出
 
这场通胀,受害者是穷人
Rent prices are spiking in Phoenix, Las Vegas and elsewhere as Americans return to cities - The Washington Post
Finally Some Good News On The Inflation Front: US Rents Have Peaked | ZeroHedge
"No Need To Hit The Panic Button Just Yet": Here Is The Heatmap From Today's Scorching CPI Report | ZeroHedge
Prices Climb At Fastest Pace Since 1982... But It Could Have Been Worse | ZeroHedge
In another blow for team transitory, the drivers of inflation were increasingly broad-based, rather than just in a few categories affected by the pandemic. Both Goods and Services costs rose, as did Food and Energy prices...
despite The White House proudly crowing about wage growth, real-wages shrank for the 8th straight month in November
Who Suffers More From High Inflation, the Poor or the Rich? - Bloomberg
 
Life after quitting: What happened next to the workers who left their jobs - The Washington Post
With inflation surging, big companies’ wage upticks aren’t nearly enough (brookings.edu)
 
大撒币就是大撒币
'Not Free?' - CBO Reveals Biden's "Build Back Better" Plan Could Cost Over $3 Trillion (zerohedge.com)
 
 
亚洲没什么通胀
Asia is the global inflation exception | Financial Times
“because it handled the pandemic better”This is true even though Asia imports a lot of energy and has suffered the same jump in prices for oil, gas, coal and other commodities as everywhere else in the world
消费比美欧更加稳定,而不是过山车似的,所以对需求的压力没那么大
亚洲制造业的优势,亚洲自己的产业链(不仅仅是中国的)非常稳定、牢固、坚韧,运费尽管涨了,但涨幅只有到美欧的四分之一
美国的劳工市场说是灵活,市场调节,但很脆弱,造成劳工短缺,中国,日韩和亚洲其他国家就没有这个问题(制度优越性?),有了这个前提,亚洲央行就有余地上调利率,不像美国央行被零利率死死套住,成了资产升值却不能造福大众的工具。通胀打击社会底层,被上层利用,
 
恰当地说出老百姓心声
Opinion | Economists may be upbeat, but consumers don’t live by data points - The Washington Post
Worker bargaining power has been no match for high inflation | PIIE
 
Young Americans are turning against Joe Biden | The Economist
 
Yellen says U.S. may need protectionist policies - Bloomberg
本土产业链改革必然导致关门,反对全球化,
How the Supply Chain Crisis Unfolded - The New York Times
 
在有名的精英里,一直反对联储声音最大的,是前(代理)财长、前哈佛大学校长萨默斯(Lawrence Summers),他指出这么一个简单,却很残酷的事实,美国真实利率是负的3%到4%,也就是说,如果你拿着现钱什么也不干,那你每年亏3%到4%,这是为什么大家不得不倾家荡产全押在股市上的原因,否则就是亏本,对于很多连股票账号都没有的人,这就是被系统把血吸了。
货币政策和货币供应是公认的控制宏观经济,影响就业的最有效的工具,但在我看来,这是经济学和金融学贫困的最突出的体现,货币政策和货币供应离就业和工资差距太远,所涉及到理论太荒谬,这种政策所造成的贫富分化,尤其带来的对社会的危害,远大于好处,是现代经济学无能的最突出的表现 ,也是反应资本主义冷酷的象征之一。一个现代西方央行有其独立性【半真假】,这是一群完全不需要对社会负责的精英在统治大众,他们说是负责,但对他们荒谬政策造成的危机,从来没有人需要认错,别说法律责任了,而且央行总是没错,预测是累错累预,比如今年联储对通胀的预测:
 
 
每次预测都给现实打脸,但打了脸他们并没有学到任何教训,从上图联储的预测可以看出他们一直不相信通胀会高上去,死也不信,在前几天联储主席鲍威尔承认过渡性乃瞎扯之前,很多声音还坚持过渡性。这种固执,是因为他们那些复杂的模型用尽高等数学,却与实际完全脱节,他们还不承认脱节,坚持下去,有人有意见,他们一句“我们这儿上百个博士,你谁,跑到这来撒野”,给你打下去。
 
Summers Sees Up to 40% Chance for Recession Amid Inflation, Labor Shortages - Bloomberg
The Fed's Jason Furman Pivot - Jon Turek
 
这种盲目是有代价的,这些人实际上控制了制定国策的一个关键机构,还无需负责,没有实践是检验真理的唯一标准,坚持的是真理是检验实践的唯一标准,现实与他们的“真理”不符,他们就说现实错了,你错了,要等,等到他们对为止。这些人不比曾把世界带到崩溃边缘的美国银行界清白。
 
这种思维,一位经济学家说得很清楚:“我是一个经济学家,但以后不再承认自己是一个经济学家,”因为经济学的整个基础都是瞎掰。
(((E. Glen Weyl))): "I was trained as an economist but no longer identify as one. I’ll write a longer essay on why soon, but briefly: I no longer accept as true the basic premises of the field that differentiate it from other social sciences. Not to say there if nothing to be gained by entertaining"
 
实际上,统治往往是基于一种信念,如果大家都说对,都坚持对,那也就对了,虽然说不能太离谱,但只要差不多,很多时候就是当权者说了就算,你有意见,有自由发表意见的权力,也被淹没了。比如这位“前”经济学家说现代西方经济学的基本假设是个人是决定社会行为的基本单位,是带动社会的主要动力,而且个人行为是“理性”,追求“最大值”,但这只是个假设,对深受启蒙精神影响【也是一种洗脑】的人来说,这太合理了,其实这正是“理性”的精髓,但这个“合理”的基础是不成立的,与事实完全脱节,因为个人的主导至关紧要,但群体的利益也绝对不是二级误差,而是与个人有同等地位,同等影响程度的,推动社会的主要力量,而且个人行为是“理性”这么一个想法完全属于虚构。但正是在这种“假设”之下,经济学动用数学得出来惊人的结论,上百年来无数事实将之否证,但都被整个经济学界以“误差”为借口将之撂在一边,被“禁口”,没有说话的机会。实际上只要你停下来想想,这是对自由资本主义整体否定,比中国大外宣所说的一切都强大得多,但这种观点往往仅限于知识界的讨论,到不了大众媒体,也就无人关心,西方的主导也能继续维持下去。
 
Lags, trade-offs and the challenges facing monetary policy - speech by Ben Broadbent (bankofengland.co.uk)
The substantial fiscal easing in the United States gave a renewed and significant impetus to spending on consumer durables, both in that country and therefore the world as a whole. In some cases – notably cars –supply problems meant this demand couldn’t be met. But US spending on other durables nonetheless rose significantly further between the first and second quarters of this year, as fiscal transfers started to come through, and in 2021Q2 was almost 30% higher than immediately before the pandemic (Charts 8 and 9).
占了整个七强(G7)的九成
The 20-30% surge in US durable goods consumption v. end 2019, accounts for 90% of G7 surge in durable goods demand. Along with inadequate US infrastructure explains supply chain crisis.
U.S. spending likely one factor driving up goods inflation around the world.
 
The Fed's Monetary Policy Has Screwed Americans - RIA (realinvestmentadvice.com)
Do you find it odd that banks and other financial institutions provide mortgage loans to millions at an approximately 3% interest rate for 30 years, while the government reports that inflation is over 6% at an annual rate and rising? Are you frustrated that you are a responsible and prudent person who saves for a ‘rainy day’ or retirement, and your savings account only pays 1% or so interest, while inflation is many times that?
With “real savings rates” pushing a negative 6%, the Fed’s monetary policy has given individuals little choice.
 
这种反思,并不是说证明了中国的体制是可行的,可以取代西方的一种制度,而是说人类对什么是“正确的”的制度认识还处于起步阶段,当一个群体给你吹嘘他那一套才是真谛的时候,你得留神。
 
One day in the early 1970s, Amos handed me a mimeographed essay by a Swiss economist named Bruno Frey, which discussed the psychological assumptions of economic theory. I vividly remember the color of the cover: dark red. Bruno Frey barely recalls writing the piece, but I can still recite its first sentence: “The agent of economic theory is rational, selfish, and his tastes do not change.”

I was astonished. My economist colleagues worked in the building next door, but I had not appreciated the profound difference between our intellectual worlds. To a psychologist, it is self-evident that people are neither fully rational nor completely selfish, and that their tastes are anything but stable. Our two disciplines seemed to be studying different species, which the behavioral economist Richard Thaler later dubbed Econs and Humans.
 
20世纪70年代初的一天,阿莫斯递给我一篇油印文章,作者是 一位名叫布鲁诺·弗雷的瑞士经济学家,讨论了心理学 经济理论的假设。我清楚地记得封面的颜色: 暗红色。布鲁诺·弗雷几乎不记得写过这篇文章,但我仍然能背诵它 第一句话:“经济理论的代理人是理性的、自私的,他的品味不会改变。" 我很惊讶。我的经济学家同事在下一栋楼工作 门,但我没有意识到我们之间的深刻差异 智力世界。对心理学家来说,不言而喻,人是 既不完全理性也不完全自私,他们的品味 一点也不稳定。我们的两个学科似乎在研究不同的东西 行为经济学家理查德·塞勒后来称之为物种 《经济与人类》
 
US met forecasts for job growth in 2021 amid unexpected high labor demand and low labor supply | PIIE
 
冠疫以来的就业没有完全恢复:
Figure 1 US labor market continued its gradual recovery
 
但这跟货币政策无关:
Figure 4 Job openings rate / unemployed workers per job opening
 
但对于坐在象牙塔顶层,靠“理论”来指挥经济(一点点“计划经济”的味道)的人来说,他们根本不在乎【我这种外行一定令“神人”们不爽】
 
这是另外一个角度的细分来看美国就业市场,就业现状在美国是结构性的,更多是退休群体,试图从货币或财政政策来改变这一现状,一定会引起通胀:
 
 
 
U.S. Recovery Accelerates on Spending, Labor Market Growth - WSJ
 
预测:大举高调四季度增长值:
GDPNow - Federal Reserve Bank of Atlanta (atlantafed.org)
 
 
Inflation - IGM Forum (igmchicago.org)
芝加哥大学商学院在经济学家中的调查,半年前大家的感觉是“不确定”,现在一半人认为美国已经进入高、持续通胀
 
东升西降?
 
 
 
【资料】
【1】Dollar Tree hikes prices 25%. Most items will cost $1.25 - CNN
【2】Powell’s ‘Transitory’ Retreat Is Just the Beginning - The Washington Post
【】中国贸易过30万亿,顺差美国送了六成
【】你见到通胀了吗?(3月)
【】通胀来了:你觉得钱包紧了吗?(6月)
【】社会主义能不能救美国?
 
【】左媒左派把贪婪作为替罪羊:
Opinion | What is causing inflation? The left amplifies nonsense about corporate greed. - The Washington Post
 
大怒
Sixty-nine percent of Americans disapprove of Biden's handling of inflation: poll | TheHill
物价猛涨!近7成美民众不满拜登处理通膨 | www.wenxuecity.com
 
【】UMich Sentiment Holds At 10-Year Lows, Inflation Expectations At 13 Year High | ZeroHedge
信心锐减,十年期间低点:
 
但通胀担心却十年高点:
 
对民意影响最大的,是对通胀的预期,政府怎么说,大家都不会听的
 
贺锦丽成了受气包,
英国八卦:拜登告诫美国人民把高物价放到“历史长河”中考虑考虑,就跑到亿万富翁私家岛贺节去了
 
Inflation Causing Hardship for 45% of U.S. Households (gallup.com)
 
 
Hunter, baby Beau and a gaggle of grandkids join Joe and Jill Biden for Thanksgiving on Nantucket | Daily Mail Online
 
运输公司圣诞节前倒闭
Exclusive: Central Freight Lines to shut down after 96 years - FreightWaves
 
【】希望与末日:气候峰会所见
【】Inflation is wiping out wage increases for many workers - The Washington Post
【】Niall Ferguson: U.S. Has Entered the Post-Post-Pandemic Labor Market - Bloomberg
【】The U.S. Supply-Chain Crisis Is Already Easing - Bloomberg
as companies flexed their pricing power. 这句话的意思是大公司有涨价的能力,但价涨了,谁来承受?
The number of container ships waiting to enter the ports of Los Angeles and Long Beach has hit new records in recent days, and as of Wednesday there were still around 80 anchored or idling further off shore, according to the Marine Exchange of Southern California. Average wait times continue to stretch
近视
Supply Shortages Are Easing in U.S. and Worsening in Europe - Bloomberg
美欧比较:
欧洲没有止住的意思:
美国确实略有回转,但还是处于高位:
 
消费者的心情不一样:
 
Shipping costs have finally slumped | Financial Times(10月7日)
Line chart of  showing
Line chart of  showing
Global shipping costs have sunk — but will they remain low? | Financial Times(11月23日)
Line chart showing cost of shipping a 40ft container from east Asia to the US west coast ($) reveals costs are falling according to shipping data providers
Line chart of Baltic Dry index showing costs for dry bulk have also sunk
 
Biden has been a disappointment on the pandemic | Financial Times
Why Health-Care Workers Are Quitting in Droves - The Atlantic
The government dramatically underestimated job growth this summer - The Washington Post
it underestimated job growth by a cumulative 626,000 jobs
 
美欧中贸易依赖
 
Opinion | Joe Biden's Infrastructure Bill Is a Big Success - The New York Times
如《纽时》专栏布鲁克斯所言,拜登是步步走向胜利呢,还是一步一跟头?
The United States homicide rate continues to soar in 2021. Why? | Crime News | Al Jazeera
Homicides in 22 US cities continue to rise in 2021 but at a slower pace, report says - CNN
 
班子出来辩护了:
Jared Bernstein on Twitter: "Yesterday, @POTUS said this: "Even after accounting for rising prices, the typical American family has more money in their pockets than they did last year or the year before that." It's an important claim, so let's look at a new figure from your friendly, local @WhiteHouseCEA." / Twitter
美国将修改通胀算法
And Just Like That, Inflation Is About To Disappear? | ZeroHedge
 
 
美国人的行为改变了经济格式,服务少了,实物(产品)多了,美国实力领域减了,对外依赖增加了
How bad is the US economy? | Financial Times
 

 

 

 

 

 

 

 
 

美国的强大,对外是泰山之势,对内这种个人自由并不是美国国家的体现,而是把国家视为敌人,这当然是美国传统,建国纲领,。美国宪法的核心是“反民主”,你要是觉得惊乍,那是没读好书,美国宪法要维护的,是自由,这里的自由不是对大自然的自由,而是个人的自由,自由的第一大敌人就是“国家”,这是基于欧洲一直处于君主专制传统下的产物,在美国这个无主的天地,美国人是不会允许欧洲那些贵族们再次跑到自己跟前当王爷,但是以国父们的智慧,他们发现有另外一个敌人:贱民,那些“追求自由”不成要搞平等的,自己同类却低人一等之人,为了维护自己的地位,不让

美国是个法制国家,论公平,自然比中国公平多了,但公平从来就是有条件的,富哥连强奸都不用坐牢,肯定不是一般平民百姓所能享受的

【但这不是第一起类似的事件,但这类事件都有一个特色,那就是看被控者的皮肤,是白的还是非白的。】

这点,共产党,习近平再厉害,也不可能把美国人洗脑

那么美国是一直在上升,还是说已经开始下降了,还是说到顶了,开始,至少是马上开始下降了?这当然很难说,独立以来,美国一直在上升,一直到2000年,你都可以非常有信心地说美国在上升,问题上冷战后美国经历了十几二十年的单极时代后,是不是以2007-2008世界经济大危机和“中国开始说不”,就开始下降了。历史不可能在十几年就能有一个清楚的轮廓,但数字时代把一切都放大了,一切都加速了,以前可以有机会稳定、调整、修正、改革的历史场合,现在都变得难以控制,如果说习近平和他的班子审度了当前的环境,下一个“百年不遇大变局”,“东升西降,历史对我有利”的判断,也是情理之中,当然没人会把美国已经衰落当成一个事实,这么想的人肯定会被美国飞机炸得粉碎。

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