| 作者 |
 Macro is something that everyone can talk, |
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| 所跟贴 |
中国 in 2011, is likely a turning point -- generato - (66 Byte) 2011-1-17 周一, 02:15 (408 reads) |
天凉好个哈糗
头衔: 海归上校
声望: 教授
加入时间: 2006/03/27
文章: 731
海归分: 69072
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作者：天凉好个哈糗 在 海归商务 发贴, 来自【海归网】 http://www.haiguinet.com
Am not that comfortable with the logic between:
R.E. and stocks down->money driven out to the real economy, especially if you describe them as a positive feedback circle.
Mind explaining more in details?
Secondly, when you refer to "tree growing to the sky", mind giving us some more example as to what are skyrocketing in your opinion, valuation? Growth assumption or? for example, if you are talking about M2, i agree very much with you on this.
作者：天凉好个哈糗 在 海归商务 发贴, 来自【海归网】 http://www.haiguinet.com
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