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    24/12/2008

    写在平安夜前

    对全国和全球而言明年注定是充满动荡,危机(危难和机遇)四伏。看看1929的大萧条就知道,在一次过度发展结束后,在这次保守化和去杠杆过程中,必定有人要来买单(此人未必是肇事者),也必定有人借助危机成为下次新兴的领跑者。中国会扮演什么角色?无论如何,希望危机仅仅停留在经济层面,不要引发世界还有我们的安全问题。当年的1929通过战争来释放了西方资本主义的危机。放眼未来,一切还是会很美好。

    顺便想说巴菲特。他不是神,他没有经历过1929的大萧条。针对危机,他的投资胜败都有可能。凡是人的思考,再周密也不全面,早晚会有偏差。有些人把他当神来看待,当做标准来敬仰,未免可笑。不过他的投资会帮助企业缓解危机,总是好事。市场经济的衰退,就是需求和购买力的不足,不是真的不需要而是真的买不起,这也说明人类的贫富差距需要调整了,是吗??

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