主题：实体经济的困局,是缺钱吗? -- cgangcm

1,08年前中国三驾马车:投资,出口,内需.危机导致,投资,出口两绝,4万亿出来拉内需,不过为解燃眉之急,最终目的不过为了保8.也等于保就业.

2,胡温十年,GDP赶英超日,国势如何,大家有目共睹，就算硬把功劳套给386的规划，人家胡温“萧规曹随”的苦功也应该有吧

3，再讲产业升级，企业生存根本在于盈利，产业升级在于投入大时间长，盈利未知数。你要求地方国企去搞，那么出现亏损时，中央是否来撇帐？还不是地方政府顶上。人家三星是举国经济，生死关键，你说地方企业的产业升级是国家生死关键？地方企业能抄写好“盗版”这个词儿就好了。产业升级只能由央企带头，地方跟在后面吃现成才是正道。

to be brief

1.

and get over with "为人民服务" Maoism or Marxism.

For TG top collectively, "屁股决定脑袋" should never even been an issue, as said, and I have written so much last couple of day, that TG top has a 物理世界观 or model problem, and that big problem has nothing to do with their 屁股.

and in general, and collectively, it is safe to assume, that most political elite of most major nations are all trying working for the best of their national interest.

TG top 屁股: all dirty or all clean, it does not matter, it would not change their 物理世界观 ;

even if their 屁股 are all clean, and Chinese people all feel good, china's major economic problem are still here to stay.

why? because global capital market does not care about TG top 屁股, in doing their risk pricing.

and actually, with those all clean 屁股 TG top, the risk may be even higher(:).

making sense?

2.

刘亚洲's piece I quoted kind of helps

and I know it is hard to explain my logic.

but basically,

yes, "为人民服务" is Maoism's top philosophy of mao's social economic system design.

and yes, that is completely "wrong", unless china is isolated from global capitalism with its formation started post World War II, and 刘亚洲's piece kind of talked about that a bit.

and I have talked about that modern social economic system's top priority is to promote innovation and growth.

and because innovation and growth are rewarded with huge premium, 人民 often get "剥削: with hugely discounted wages.

and please be noted, this huge premium discount income gap is one trick of system's 动力学机制, as brutal as it is.

now, yes, you would have a diminishing consumer power issue, but that is a different issue.

unless china can totally isolate itself from this global heatbath, 资本主义热传导 into china is unstoppable.

and that makes TG top's 毛林共识 algo running even more 脑残 damaging.

3.

because the whole Chinese nation has been and is still brainwashed by "毛林共识", there has been a constant chaos of logic all over the place.

and as I said, even TG top knows the superior importance of global capital market for TG and for china, they cannot say it, and when they have to say something, they talk in the language and logic of "china model" with all kinds of 矛盾

and within that "china model"语言环境 filled with all kinds of logic 矛盾, people of all levels of Chinese society are arguing with each other all over the place.

that is why I keep saying that Chinese social science is full of "BS": it is basically a very confusing 语言环境 and 思想环境, created by "china model" itself.

and with chairman X periodically hitting button of 毛林共识 ALGO, all these 语言环境 and 思想环境 will be injected with all kinds of 脑残辐射, as I said many times before.

those 辐射, even if not 脑残, will consumes a lot of your brain cells.

so, what is the point?

TG top is facing a huge model problem, and they may not even have a clue about it.

but that model problem and its impact is seen in all aspects of Chinese society, period.

and it will get worse.

1.

German is very rich with all kinds of manufacturing 产业链, 生物圈;

US is super rich with all kinds high tech, service 产业链, 生物圈

can US TPP make it to some kind of 产业链, 生物圈?

"美国的再工业化及TPP" puma2011

http://www.ccthere.com/article/4015089

2.

economic 生物 under 私有制 is basically "走夜路", I have personally done 实体经济 before, extremely hard, even harder than "走夜路"

3.

so where and how to get your information when "走夜路"?

economic 生物 survives by basically 交换相位信息 with each other, 生物圈;

why 相位?

kind of like 德布罗意相位波, 不是明显的波, but much rich in terms of information

明显的波 like 电磁波 is not worth your money, much less information, you have to know something less-public, basically.

4.

now, can government provide those kind of "相位" information? sometimes superman politicians like uncle TG will tell you he can, but where and how does he get that "相位" information all the economic 生物 are looking for?

no government can do it.

what government can do is trying to set up some kind of 原教旨资本主义 social economic structure, such like USA, providing some kind of 温度 environment, then all the economic 生物 of 私有制 type will all go there in a crowd, and they will set up a information processing system among themselves, basically a capital market, as their 相位场;

with that 相位场, they may feel confident enough that they can manage their risk and getting needed information to "走夜路".

and as we know, still a huge percentage of them will get lost, or killed "走夜路", doing any business is hard, even bloody.

5.

now, "毛林共识"政治模型 is fundamentally anti 原教旨资本主义

knowing that, TG top used to try 政治改革 trick and 打右灯, 往右拐

Uncle Sam: wait a minute, you guys cannot copy my models, containing china, 政权变更, etc;

Uncle TG: scared, more and more "毛林共识", and 打左灯, 往右拐

but those economic 生物 are not stupid, and actually they may be smarter than everybody else, in terms of economic and financial information processing for their own survival and growth.

they will ask uncle TG for a huge risk premium.

6.

Uncle Sam

state department: you guys work your ass off , get that TPP going somewhere;

CIA: what you "zero dark" team has been doing? where is fire and smoke? and any progress about 政权变更(:)?

Uncle TG: more and more "毛林共识"

"毛林共识" has likely become a pivotal point already for Uncle Sam to squeeze Uncle TG

7.

"中央的人并不是笨蛋", I totally agree, and I do think they have a good heart as well, but they have a "model" problem.

when you are put into a 爱因斯坦电梯, it is not about if you are a 笨蛋 or not 笨蛋.

you are just trapped, baby.

by the way, when 爱因斯坦 conducted that famous 爱因斯坦电梯"思想实验",he was inside (思想实验)that "爱因斯坦电梯", and he feels totally trapped, from there on, GR.

at the time, there was no 航天 yet, and 航天失重, "爱因斯坦电梯" were a purely 思想实验, 先验论.

爱因斯坦's super modeling power.

it is time for china to switch models, get over with "毛林共识".

can china manage to do that model switching with Uncle Sam squeezing TG from everywhere?

does TG top even know that they are trapped inside "爱因斯坦电梯" ?

that is why I agree that 中央的人并不是笨蛋, and at this point, X's top team's 屁股 are fairly ok (:?) too, if they fails, where do they go?

there is no where they can go.

and they will be facing Uncle Sam's constant short squeezing. tough.

8.

中央的人的屁股 may be a problem in the past, not now.

as the top elite of Chinese society, and as smart as they are, they have got a 物理世界观 problem, huge problem.

that is what I have been trying to say, I don't really care about their 屁股 anymore;

my model is independent of their 屁股(:), so I can be bullet proof, and hedge myself, because I have never seen 中央的人的屁股, and I don't know how to model 中央的人的屁股, so I kick it out as a degree of freedom from my model(:).

finally, I got to this point, and I hope I have articulated fairly clearly.

9.

now, can 中央的人与人民心连心, 屁股连屁股, yes, they can, but doing that for what?

although politically running "毛林共识", 中央的人 cares most about global capital market (now china a big part of it), they have no choice.

one a hooker, a hooker forever.

now we are on "hooker":

around year 2000, 中华邦联 of tw and 新加坡 opportunity, what 386 was doing then, fxxking that army hooker? understandable again?

How did TG top handle that 中华邦联 thing? any information?

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Feynman's Ants - MathPages

www.mathpages.com/home/kmath320/kmath320.htm

The solid wavy line represents the first ant's path. According to Feynman, the second ant follows the first path, but sometimes he “would go straight out, as if he ...

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