主题：【原创】货币之锚(一) -- 本嘉明

美国的军力强，饶是外面狂风暴雨，他美元躲在航空母舰搭成的小黑屋里，装傻充楞，该贬不贬，我自岿然不动。人民币因为傍得久了，厮混得熟，就腆着脸老实不客气也蹭在小黑屋里过冬。搞得其他苦主眼睁睁扒窗户看着这难兄难弟，气不打一处来。

--The line is drawn. US-UK-China-Japan-Canada, vs. France-Germany-other-EU-patatos-Central-Eastern Europe.

Who will lose? Europe, OF COURSE.Hopefully, we can feast on the flesh of continental Europe.

中国会不会继续买美国国债？当然，那是房租。

我们唯物主义一点，就必须承认，人总是要死的，

尤其是美元这样的绝症患者。

--not next 3-4 years. Let's see whether the European patient dies first or the Anglo patient dies first.

所以要准备跳车--with our new innovative monetary system and solid MANUFACTURING POWER.

于是TG宣布，在2010年1月1日零时，人民币同美元脱钩，同“一篮子实物”挂钩（具体什么，大家尽管去猜）。

--the trouble is in details. You constrain the monetarization choice of the central bank, thus the central bank loses control over the total supply of power money.

挂钩第一秒钟，因为“两筹码”乘“神秘系数”，汇率仍为680：100。

随后就好看了，随着期货市场的正常起落，人民币汇率开始不断跃动。

--人民币汇率开始不断跃-too bad for manufacturing industries. You still need hedging. Only banks will be the counterparties and they also want to shift the risk out--thus you create new demands for all kinds of financial derivatives.Then China's financial system evolves into another speculative system similar to today's america.

Look at the history of evolvement of US banking system since the breakdown of Brettonwoods.

--You still allows attack on your system through the futures markets. Futures markets are all in the hand of the Anglo-American-Jewish elites.

TG把汇率政策同全球实物市场挂钩后，货币政策必然受到限制，不能随心所欲增发货币，人为贬值。

--Do you think the political elites of China want to give up this power? The inflation of 1980s was not driven by excessive USD inflows.

但，正因为人民币汇率多少脱离了一个政府的大幅强势控制（小幅控制，依靠“神秘系数”的蛇形爬动，是可行的），其货币信用，没有一个政府可以比肩。

反过来，此时美元价值的荒诞不经，在人民币汇率变动中暴露无遗。

--not necessarily. American elites can manipulate futures market to manipulate expectations. If they initiate another Lehman and break down the commodity prices, they can use crisis to disable China's financial system. A massive RMB devaluation results in capital flight, further depressing the value of RMB and results in 2nd stage of panic and more devaluation.

如果美国因此被迫抛弃寡廉鲜耻的“先金（融）主义”，回到以实体经济为出发点的思想上来，G2才值得考虑，

--Then China will be America's economic competitor and Europe might return as its natural ally again due to ideological and cultural similarity. Keep in mind, the Sino-US alliance was built on necessity, not natural harmony.