主题：欧洲讨饭记1 -- parishg
金融危机爆发于美国，然后发酵于欧洲。而此时东亚的新生强国经济发展的势头被打断，开始侵略扩张以转嫁内部矛盾。
历史会重演吗？
我看里面讲到，英国财政部直接干涉巴克莱银行并购雷曼兄弟的行动，使雷曼失去了(除破产之外)最后的机会。感觉Paulson的叙述中有一点英国人落井下石的意味。
现在想起来美国对2008年的危机还是做了充分准备的，在2006年挑选了首席投行CEO保尔森和号称直升飞机本的伯南克分别担任财长和联储主席。要不是有这样真正的专业人士在危机关头的杀伐决断，只怕更多的金融机构在2008年Q4就不复存在了。
become Japan or become a force for peace or prosperity in the world of turmoil, we have to ask our pighead politicians for answer.
The question is: are you the FDR of China or just Wen-the Hollywood emperor of China?
Buddy, you are really smart. You have figured out what I mean in my last sentence. There are so many 帝国派 discussing about the wonderful future of China as the new imperitive force overshadowing asia. While, many of them could be the 炮灰 for other people's dream.
China needs to solve its problem of domestic income disparity. Otherwise, Japan in 1930s could well be China in 2020s or 2030s.
就是我翻译了第十四章的那本。绿锅访华，见了朱前相，当然更见了温相，那是2005年10月。
我记得我编了一段绿锅见二相的说书，不过实在找不到在哪里了，肯定不在《煮酒论雄》系列里，所以太难找出来了。
总之，我的看法，最迟2005年，美国方面已经很清楚，非爆不可，只是时间问题了。正是绿锅这一次访华后，中国开始增加两房债权的买入，以延缓美国的爆炸，拖到2008奥运之后。
go down even further, like what it was in the early 2009?
sitting.
Euro stronger--Britons talk about integration with Europe
Euro close to collapse-Britons are cutting off bank lending to European banks fast, just as they are doing now.
In 2008, Britons are more pro-Europe than pro-America. Now is the reverse.
在2006年挑选了首席投行CEO保尔森和号称直升飞机本的伯南克分别担任财长和联储主席。
--Hank is the godfather of the internal circle. You can sense that. Hank and Tim were both from Dartmouth. As a senior leader, Hank overruled Tim several times during the 2008 crisis period. Even now, Hank was often invited back to deal with tricky fiscal issue.
Tim still lacks commanding power in that circle. He works too long in the regulatory circle.
Hank is the bridge for sino-Americana alliance.
The message from Hank's book is very simple: Bush is puppet and he listens to me on financial issues.
Obama refused to be puppet and then realized that orders from his White House never got attention from Tim.
fast and suddenly to hit all European banks who shorted heavily against American institutions and USD. hahaha.
Hank is a genius. Margin calls killed so many hedge funds/banks that borrow USD to long on Euroland and Emerging markets.
other back into stone age... wait and see this wonderful show...
宁愿吃救济，也不可能像亚洲的企业那样“非人道”的工作。
-bunch of SOB shitty hypocrites.
九月十五号雷曼宣布倒闭之后，过了整整两个礼拜美元才开始反转，这两个礼拜汉克保尔森用什么手段打击了欧洲银行？难道是欧洲人以为美国人一定会印钞票救雷曼，所以开了庞大的美元空仓？
LIBOR USD o/n on Sep 14/15, 30
and LIBOR 1m/3m after Sept 14.
Hank's decision hit money multiplier. People are afraid of lending and borrowing. Multiplier fell from 9 to 6.8 fast.
欧洲人以为美国人一定会印钞票救雷曼，所以开了庞大的美元空仓
--actually many Asians, all Europeans and some smart American money managers all expect American dollars will slowly lose its dominant reserve status by printing money fast to further bailout more key institutions.
Hank showed them who is the Boss...
他们都有行业第一手的经验和技术，还有数据啥的。
只要能弄到中国相关行业，高薪养着当技术顾问（技术人员比较实在，不像商人），再搞些年轻好学尊重老专家的中国青年工人工程师，围着老师傅，很可能就把现在买不到的欧洲实业界的技术，给偷学到！
首先当年希腊蒙混过关，没有德国的故意闭眼是过不去的，你可以理解为政客的短视。有没有另外的可能性。德国、法国在欧盟虽然是主导，但是财政的不统一与货币统一是一个矛盾。那么希腊只不过是欧洲债务0.5%的部分，德国一家就扛下来了。那么放任希腊的问题，有两个好处。一个是欧元的贬值，直接刺激德国的出口。德国的出口日子不是一点点好是非常好。另外西班牙和意大利的那些奢侈品正好给新兴市场的小资普及一下。另外就是这个各个国家的债务危机一定会倒逼出政治的解决方案。所以对于这个欧洲债务危机还要看
我们救他干嘛。。直接甩售欧盟国家的债券，做空他们算了。。。