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煉乙醇…算吧啦你地!D糧山反正都食唔晒架啦.既然有一個比D廢柴慈善機構救援第
三世界更加接近perato efficient既方法點解唔用?唔怕同你講,D所謂捐款未落袋已
經有3成變左admin cost,再加埋D唔efficient既transaction cost等等,有幾多係真
正幫到D貧窮國家?如果唔係經濟富國既話,齋俾飯佢食一定唔係一個efficient既物
資分配. (不過,話分兩頭,有得扣稅可能係捐錢最大既好處)
講番石油.正路既oligopoly theory話俾我地聽,呢種聯手郁市既情況通常都唔會維
持得好耐,除非一係有好effective既懲罰機制,一係就有好大既誘因.當你連呢兩個
機本條件都satisfy唔到既時候,好多時所謂既升浪其實只係炒作.有浪底就一定有浪
頂.
再講下個市.市場呢排腸胃好左,但係睇黎而家就真係第三期牛屎.美國既subprime
sector已經放晒煙花慶祝爆煲,中國央行亦謐謐籌備緊佢地第一次咁有影響力既加息
週期,而同時間美國要減息.只要呢兩個超級大國既地位調轉既話,可能就係開始”中
國主導世界”既轉折點.香港D銀行(我老細亦係其中之一)仲串爆嘴話未必會跟美國減
息.雖然都係拋人既多,但係如果係美國減息時間同香港減息之間再拉長D既話,interest
rate differential會變大左小小,即係股市仲有一浸玩.當然唔好忘記,減息有利樓
市.
最後,恭喜R君!賀喜R君!我遲D一定要黎你個全新clubhouse玩!
妖,今年爭D要交稅!好彩今年捐左D錢,仲有學費扣!
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