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    30/11/2007

    12.3

    该来的总要来的,就像它总会过去

    ETS终于放考位了,不管毕业以后会选择怎样的路,好好为这考一次。想起这个暑假7月17日开始在水情木华校区TF712度过的15天,阿杜、笑来、JACK还有小马哥。三人刷着那张公交卡,赶着26路来回水情木华和人大西门,晚上回去的26路上还常常能碰到那三个人大的女生,其中一个,总是兴奋地说着LXL。幸运的我们,在课程结束的后三天,赶上了北京难得的大暴雨。

    4个月前难忘的日子,唉~早些休息了,明天照样早起libary~

    25/11/2007

    the company

    last night~i spent almost 4 and a half hours watching the miniseries<the

    company>without stopping,which was introduced in  XIAOLAI.net.

    the whole night,i was entirely absorbed into this fascinating story,which is

    about the International spies, crosses and double-crosses, cloak-and-dagger

    intrigue, a ruthless game of chess between world superpowers and the very human

    cost that they all leave in their wake.

    at first,i was totally confused by the CIA and KGB,the backdrop of the cold war,

    and strangers.then,as the time goes by,the series reveal to us for vital historic events,

    such as A divided Germany,The Hungarian uprising,The bay of Pigs,The fall of the Soviet

    Union.In the series,Jack,the brave and smart spy from CIA,experienced the four events

    himself it is Jack that took me back to those vivid days several decades ago.

    actually,it was a though time to watch such a video alone,and thank godness,i finally

    got throught.

    further more~the web~the company

    4/11/2007

    谢国忠的邮件。。。

    I participated in the panels on commodity and China-India and in some obligatory dinner parties. 
      On Friday night, the Singapore PM invited the speakers at the meetings that Singapore government organized.   
      Trichet, Larry Summers, Paul Volker, Chuck Price, the finance ministers of ASEAN countries were there.   
      No government official from China was there. I guess I was there to make it look like China was represented.  
      The dinner was turned into an Oprah with PM Lee Hsein Long at the center. The topic was on the future of globalization. People fawned him like a prince. Of course, he is.   
      There are two reigning royalties in the world that the Davos crowd kiss up to, Jordan and Singapore.
      The Davos crowd are Republican on economic issues and Democratic on social issues.
      Somehow, they mange to put aside their moral misgivings and kiss up to Lee Hsein and Abdullah.   
      I tried to find out why Singapore was chosen to host the conference. Nobody knew.
      Some said that probably no one else wanted it. Some guessed that Singapore did a good selling job.
      I thought that it was a strange choice because Singapore was so far from any action or the hot topic of China and India.
      Bombay or Shanghai would be a lot more appropriate.
      ASEAN has been a failure. Its GDP in nominal dollar terms has not changed for ten years.
      Singapore’s per capita income has not changed either at $25,000. China’s GDP in dollar has tripled during the same period.     
        I thought that the questioners were competing with each other to praise Singapore as the success story of globalization. Actually, Singapore’s success came mostly from being the money laundering center for corrupt Indonesian businessmen and government officials.  
      Indonesia has no money. So Singapore isn’t doing well. To sustain its economy, Singapore is building casinos to attract corruption money from China. These western people didn’t know what they were talking about. Aside from the nauseating pleasantries, some useful information came out of it.  
      Trichet sounded very bullish on euro-zone economy. He noted that euro-zone was catching up with the US in growth rate and talked about further gain in 2007. His tone was much more bullish than our house view.
      As Japan is surprising on the downside, I don’t see how the rise of euro-yen could be stopped.  
      Larry Summers and Paul Volker were very worried about the US economy. As you probably know, Alan Greenspan is talking the same way. At the CLSA conference last week, he talked like on of his critics. There is a fear of a US collapse. Many Americans think that an Rmb reval would save the US [sic]. This is just a dream, in my view.  
      Most were worried about the future of globalization due to income inequality. As average workers in the west are not seeing wasge incrase, many may vote against globalization. I thought that they were understanding the benefit from cheap consumer goods. However, as inflation comes back, it does admonish the benefits for western consumers.  
      No one was worried about the growth outlook for China or India. The Indian Planning Minister was very bullish, talking about 9% forever.    
      My sense is that policymakers are related about the short-term economic outlook but anticipate the US collapse at some point. Americans think that Rmb reval could save the US. So they would keep pressuring China.
      Andy Xie

     

    今天在网上搜到了这封引起谢国忠从摩根士坦利辞职的邮件原文。。。