| 作者 |
 Macro is something that everyone can talk, |
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generato
头衔: 海归少校
声望: 学员
加入时间: 2004/06/27
文章: 404
海归分: 21995
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作者：generato 在 海归商务 发贴, 来自【海归网】 http://www.haiguinet.com
But very few make any sense.
I have decided not to talk about macros in 2011. But just cannot suppress my bad habit.
China:
Monetary tightening->R.E. and stocks down->money driven out to the real economy->big inflation->more tightening
R.E. and stocks down->selling pressure from R.E. developers and stock bought on loaned money->more drop of R. E. prices and stock prices
These 2 positive feedback are unfolding started in December 2010 and will see turning point after the spring festival.
作者：generato 在 海归商务 发贴, 来自【海归网】 http://www.haiguinet.com
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 Macro is something that everyone can talk, -- generato - (516 Byte) 2011-1-17 周一, 02:13 (1447 reads)
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