主题：关于具体股票的讨论 -- 倥偬飞人

下面是我看到的一份投资分析中的一段话：

“We expect a deep recession beginning in 2008 and very possibly even a depression.

Accumulated misallocations of capital (largely the work of government intervention in the

economy) will be liquidated through bankruptcies, forced sales and corporate takeovers. It’s a

process that’s healthy in the long run, but while it’s happening, it hurts. It’s a kind of economic

tough love, and it’s the tough part that most people will notice. Many will suffer a significant drop in

their standard of living.”

要注意，一般的经济衰退recession是不可能与萧条depression的严重程度相比的，如果说经济前景滑向depression，这就不仅仅是经济活动受影响的问题，值得关注。

尽管最近股市连日反弹，但是我对经济和市场前景的看法却更加明确。将于近日发表宏观方面的评论，首先会发给加入我的email list的朋友，然后再发表到西西河。

（如果想先一步了解我的看法，欢迎发电子邮件到[email protected]，标题I want to fly！原先已经发过电子邮件到[email protected]的朋友，不必再发了，你会及时收到我的文章）