2023年8月18日金曜日
中国通のレイ・ダリオが、中国の地方経済、特に貧しい地方が過剰債務状態のため、「美しいデレバレッジ」を始める必要があると警告。欧米金融資本主義制度下のデリバレッジは、税金と輪転機を使って、債権者・資本家を守るデリバレッジだが、「美しいデレバレッジ」は債権者、債務者の痛み分けのはず https://t.co/sO2XtXaw5H
— J Sato (@j_sato) August 18, 2023
とまた@j_satoさんが「美しいデレバレッジ」とか
ちょっと何言ってるかわからない。2023年8月18日金曜日
ドル紙屑化を願う@j_satoさんのSAN値も暴落ニカ?
http://tokumei10.blogspot.com/2023/08/jsatosan.html
そもそもレイ・ダリオさんは…
In October 2020, Dalio cautioned people to not be blind to China's rise,[60] arguing that it had continued to emerge as a global superpower. He claimed that China had succeeded in "exceptional ways", including high economic performance in spite of the COVID-19 pandemic, some of the lowest COVID-19 case rates, and being the center of half of all listed initial public offerings globally.[61][62] Dalio asserted that when he visited China in 1984, high-ranking officials would marvel at basic technology such as calculators, calling them "miracle devices". He argued that China was now on par with the U.S. in advanced technologies and would probably take the lead in the next five years.[61] In addition, Dalio said that there were many indicators that favoured China.[61] He discussed the growing population of well-educated citizens, as well as China's continued growth in the absorption and processing of data, which many headlines have called "the new oil".[63][64] Dalio also called China favourable from an investor's perspective. He said that the Chinese economy's fundamentals were strong and its assets relatively attractively priced.[60][61] Dalio also maintained that China's stocks and bonds were currently underweighted in terms of the global portfolio, and that the U.S. was bloated.[61] A natural shift in pricing would give China another comparative advantage. While stressing that things could always go wrong, Dalio stated that he believed China's path of economic reform would continue, bringing it unabated prosperity.[60][61] He also downplayed and denied Chinese human rights violations, instead likening the Chinese government to a "strict parent". Dalio's stance on China has garnered criticism.[65][66]
まあ要するに
グローバルポートフォリオにおいて中国株や債権はアンダーウェイトってダリオさん自らおっしゃってたわけで、それなら世界の金融市場への影響は限定的なのでは?
で中国Ageなダリオさんの奥様は
Dalio lives with his wife Barbara, a descendant of sculptor Gertrude Vanderbilt Whitney
Gertrude Vanderbilt Whitney (January 9, 1875 – April 18, 1942) was an American sculptor, art patron and collector, and founder in 1931 of the Whitney Museum of American Art in New York City. She was a prominent social figure and hostess, who was born into the wealthy Vanderbilt family and married into the Whitney family.
2018年12月11日火曜日
site://tokumei10.blogspot.com Vanderbilt
site://tokumei10.blogspot.com Vanderbilt
site://tokumei10.blogspot.com Vanderbilt
日本では小沢方面とかとどめを刺されてしまうの?
、、、(爆wwwwwwwwwwwwwww
7 件のコメント:
結局、騙されるのは無知な下々の方々なのは何時まで経っても同じですな
Death汁にしろ不動産にしろ目先の利益に飛びついたバカにしっぺ返しが来る
Death汁は特攻志願した勇者のお蔭もありますので、非国民はただただ黙って拝礼するしかないですがw
Vanderbilt family
https://en.wikipedia.org/wiki/Vanderbilt_family
Whitney family
https://en.wikipedia.org/wiki/Whitney_family
大阪維新はどうなるんでしょうねw
そうかは生き残るどころかさらに支那中枢に食い込みそうですね…
世界的にといっても
特定人脈の世界的な破滅
此れを傍目で見送る感じDEATHネ
日本も相当数が道連れは残当で
オナワさんにトドメなら尚(w
金融機関だけ助けて あとは助けないんじゃない そうすりゃ傷もそこそこで済むだろうしさ
人民の皆さんとその他世界中のおきゃねを投げてた人達が損するんじゃないの どのみち騒げば弾圧できるし なかったことにもできる おきゃねを投げてた人達もどこに投げてたのかで白黒別れるんじゃない リーマンのときと同じように切り抜けようとするんじゃないかな
よって金融市場の影響はそんなないんじゃない
オザワ君が松カワにウンコ投げて町田 大覚さんの地元だったような・・・w
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