HOBALL 筆記簿

September 4, 2008

In 大大 – “百川匯海(Capital flow)”

Filed under: 投機投資, 政治 經濟 — Tags: , , , — hoball @ 9:41 am

引用自inv168 Insider,原文

我們此際對『佢老美』”股、匯”同氣連枝,相輔相成發展,是有理據支持的 :~~(簡單交代如下)
1. 無論是fiscal or monetary policy,離不開是MONEY在economy的運行作用
2. 在利率而言,『佢老美』沒有加息的條件,亦沒有減息的需要,在monetary廢了
3. 在fiscal,tax refund是有用的,可收立竿見影之效(TAX是最L快反映)
4. 寬鬆貨幣政策,係冇L用的,因為d錢會流出商品、外匯市場,得不償失
5. 要使MONEY膨脹,目下以FEX(推高美元)引入游資為上上之策,正是吸星大法之神髓
6. 有水股市自然生猛
7. 股市生猛製做空氣財富
8. 空氣財富製做需求aggregate demand
9. aggregate demand穩定樓價
10. 樓價穩定推高股市
(repeat 6-10 again…and again..and again……)

Fiscal policy 是 Govt spending(G) vs Tax revenue(T)
有三種情況
1. balanced: G=T
2. deficit: G>T
3. surplus: G<T

tax refund 即G vs T = deficit(相對)
國民袋中多了錢(相對未refund),整體消費
係最快見功的

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