中国バブル崩壊の痛みを被るのは主に中国人民の皆様と…

2023年8月18日金曜日

中国、不動産危機　塗装工や建設労働者への未払い賃金５６兆７６８４億円

http://tokumei10.blogspot.com/2023/08/blog-post_87.html

そして無理して不動産を購入した人民の皆様…

 

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.

なので、特定方面は完全にアウトかもしれんね。

2018年12月11日火曜日

汚乱田派 Has Fallen

Devastating fire rips through one of New York's last Gilded Age mansions overlooking Central Park that's on the market for $50MILLION and once was home to the storied Vanderbilt dynasty

http://tokumei10.blogspot.com/2018/12/has-fallen.html

 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