博文
Shanghai up another 100 points again
(2007-01-03 18:06:42)
fooltime,closeeyes,justsitthroughthestorm
IguesstheendgameiseitherthewholeChinesestockmarketdeclare1:2split,orthegov'tmakesUSD:RMB=4,[阅读全文]
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DEShow: what can be done
(2007-01-03 06:26:26)
http://web.wenxuecity.com/BBSView.php?SubID=backhome&MsgID=99669
My14YearsLifeintheUS
来源:DEShaw于07-01-0216:51:01
My14YearsintheUS
1992CametotheUSattheageof21,enrolledinaless
popularMaster'sdegreeprograminanIvyLeagueSchool.
TheResearchAssistantshippaidmytuitionand$1,300a
monthformylivingexpenses.
1994GraduatedwithaMaster'sdegree.Workedforaprofessorin
theSc...[阅读全文]
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the China bug goes on: CHL going back to Shanghai
(2007-01-02 06:31:15)
http://www.chinadaily.com.cn/bizchina/2007-01/01/content_772983.htm
nextup:PTR,CHA,CN,CEO...
historyistorepeat,Shanghaiindexwillchallenge5000in2007likely,amirrorofNasdaqin1998--2000,
reasonsarecurrencyappreciation+macro/microeconomy+foreigninvestment+multipleexpansionetcetc...ifwecanassignPE40forICBC,whynotPE40forCHL,it'sthebiggestmobilecompanyoftheworldafterall,andlet'sgetPE20forPTR,a...[阅读全文]
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finally
(2006-12-29 20:01:16)
finallyIwasabletotakeadvantageoftheleisureyearenddaytocrossacoupleofitemsonmy2006list,thelittlepieceonchildreneducation,andthe"GreatChinaLeap"series.
itwasimportantforme,I'vesaidI'dretirefromwritingafterthatseries.
-------------
it'saveryintriguingthingifyouthinkabout,thatwehavemet,crossedpathinthisvirtualspace,exchangingwordsandviews,andpushingeachothertothinkabitmore.
Callitfate....[阅读全文]
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Great China Leap (7), Postlude
(2006-12-29 14:47:41)
Postlude,afamilyreunioninthecountryside
Ihavelongplannedtofinishthisover-dueserieswithapicturethatItookinmyMaytrip.UnfortunatelythatpicturewaslostinthecamerathatIgaveasagifttooneofmynephews.
Thepicturewasaboutafarmer'sfrontyard.Iwenttovisitmygrandma,whoisstilllivingincountrysidewithmyuncle'sfamily.Theyhaveatypicalrectangular-shapedwalledresidence.Ifyouwalkintothefrontgate,onthesidearekitch...[阅读全文]
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Great China Leap (6), Going cohabitation
(2006-12-29 14:47:02)
Cohabitation,newstageofglobalization
TheothermajorproblemforChinatohandleincomingyearsistokeepabalancedrelationshipwiththeworld.ThiscanbealongtopicbutIthink2mostimportantissuesare:
1,militaryisaredline,
Someyoungneo-nationalismpeoplesometimesgetcarriedawaywithChina'srising,
andstarttothinkingofelusivedreamslike"dominance".
Tomethat'sanveryill-informedopinion.AfterWW2,almostanyc...[阅读全文]
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Great China Leap (5), Tax is the Path
(2006-12-29 14:46:12)
Toagreatdegree,year2006marksthetimethatChinasolvedthepuzzleforwealthcreation.
Thereare2majortasksgoingforward,lookinginside,wealthdistributionforinsideandabalancedcohabitationwithothercountriesforoutside.
Allgreatnationshavebeenstandingoneachother'sshoulder.Asofsocialstructure,westerncountrieshavedonealotofexperimentsaboutallkindsofcivil,legal,welfareandothersystemswithinthegeneralcapitali...[阅读全文]
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Great China Leap (4), Scary Numbers
(2006-12-29 14:45:36)
It'snothingshortofbreathtakingtodescribetheprogressthatChinahasmade,
Iwastowritealonglistbutthenfiguredit'sbettertoleteveryonetofilltheblanksforthequestionof"justhowgoodisit?",sinceto100pairofeyestheremusthave100differentangles.
NothingcancomparetothevastsuburbinAmericanayet,butfortheciti-scape,
mostofmajorChinesecitiesarenowmoremodernthancomparableonesinUS.
Butit'sevenmorescarytot...[阅读全文]
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Great China Leap (3), The pushing hands
(2006-12-29 14:44:35)
What'sthecauseofChinarising?
1,Thegreatestinvisiblepowershift
USusedtobethegatekeeperformostofthehumanknowledge.After2000,withinternetandthenGoogle,thegreatestamountofknowledgetransferinhistoryoccurred
whilemostofpeoplearefixedbytheheadlinesafter"9.11".
Manywalls,manylines,manyboundaries,thatdidn'tfalltobombsthroughallhumanhistory,crumbledtothelittlenetoffiberoptics,tothepowerofrat...[阅读全文]
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Great China Leap (2), Fall of the Empire
(2006-12-29 14:43:33)
UShasbeenthemostproductiveforceofhumancivilization,handsdown,itinventedassemblyline,trustandanti-trust,semiconductor,genetherapy,computer,internet...andlastly,Google.Anditinventedthemidclass,anewsocietyformatwherewealthismoreevenlydistributedinalargescalethat'sneverbeforeinhumanhistory.
Butnow,tosaytheleast,it'sverymuchchallenged,
Consideringashort6yearsago,pre2000,USwasashighassky.
So...[阅读全文]
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