Saturday, December 22, 2018

冬 至 一 陽 生 (Winter solstice)

















·        蚯蚓結:六陰寒極之時,蚯蚓交相結而如繩也。
·        麋角解:[鹿]形小,山獸也,屬陽,角支向前,與黃牛一同;[糜]形大,澤獸也,屬陰,角支向後,與水牛一同。夏至一陰生,感陰氣而鹿角解。解,角退落也;冬至一陽生,糜感陽氣而角解矣,是夏至陽之極,冬至陰之極也。
·        水泉動:水者,天一之陽所生,陽生而動,今一陽初生,故云耳。

混乱信号频出的中央经济工作会议

https://www.youtube.com/watch?v=C06QcDYGwN4

中国楼市如果取消限售,或将是你最后逃命的机会!

https://www.youtube.com/watch?v=5bu1n0uoIGs

10:04 AM

9:30 AM, ER one, suicidal threat, blood sugar 595, adm; inpt 15; no consult yet; weird and tiring dreams; the equalizer 2, disappointing; no 3, almost certainly; i need to face the mountain; like a furniture; military / surveillance abuse of AI; 8:43 PM, H3 novomix 16 u tid & 24 u hs, blood sugar 154 (5 PM), DC novomix 24 u hs; 

加媒:约200加拿大人在中国被拘

https://www.youtube.com/watch?v=Wo-ZNtZoCEo

新高地视频42:习近平的74个坚持意欲何为?

https://www.youtube.com/watch?v=8JLnlCywyDo

美国司法部起诉两名受雇于中共政府的黑客

https://www.youtube.com/watch?v=YoB_NcWoHTs

平论Live | 习近平改开40周年讲话,从自力更生到惊涛骇浪?

https://www.youtube.com/watch?v=ULK7l6rPNyY

贸易战关键时刻 中共召开重磅经济会议王岐山竟然罕见缺席 中南海究竟出啥大事了?

https://www.youtube.com/watch?v=VfljjVzEZRA

联盟战略启动,美国诉中国黑客!“黄宗羲定律”与中共誓言减税

https://www.youtube.com/watch?v=nNdtykTdJmo

中央经济会议无法达成“共识”,凸显习近平的“三大缺点”

https://www.youtube.com/watch?v=sByqsg7hfAs

Friday, December 21, 2018

顾为群 陈奎德 张艾枚 瑞秋 陈小平:习近平让改革阵亡了还是让要改革创造更大奇迹?

https://www.youtube.com/watch?v=gX4UGbmgl_8

23省沦陷!猪瘟汹涌,十三亿人民又遭蒙蔽。太监文化害死中国

https://www.youtube.com/watch?v=KSh-iEOYkh8

抓捕第三名加拿大人 中共「人質外交」遭批

https://www.youtube.com/watch?v=dUtnIQWRFMc

深圳楼市传来大消息 六折土地罕见流拍

https://www.youtube.com/watch?v=6omMS6lbWMM

LAWS

https://en.wikipedia.org/wiki/Lethal_autonomous_weapon

https://en.wikipedia.org/wiki/The_Truth_About_Killer_Robots

https://en.wikipedia.org/wiki/Campaign_to_Stop_Killer_Robots

https://www.amazon.com/Killer-Robots-Autonomous-Systems-Challenges-dp-9385563688/dp/9385563688/ref=mt_paperback?_encoding=UTF8&me=&qid=1545511573

https://www.amazon.com/United-States-Lethal-Autonomous-Systems-ebook/dp/B075RGBTK6/ref=sr_1_5?s=books&ie=UTF8&qid=1545511251&sr=1-5&keywords=military+use+of+AI

Solitude: In Pursuit of a Singular Life in a Crowded World (Michael Harris, Thomas Dunne Books, 2017)

Today, society embraces sharing like never before. Fueled by our dependence on mobile devices and social media, we have created an ecosystem of obsessive connection. Many of us now lead lives of strangely crowded isolation: we are always linked, but only shallowly so.
The capacity to be alone, properly alone, is one of life’s subtlest skills. Real solitude is a powerful resource we can call upon―a crucial ingredient for a rich interior life. It inspires reflection, allows creativity to flourish, and improves our relationships with ourselves and, unexpectedly, with others. Idle hands can, in fact, produce the extraordinary. In living bigger and faster, we have forgotten the joys of silence, and undervalued how profoundly it can revolutionize our lives.
This book is about discovering stillness inside the city, inside the crowd, inside our busy lives. With wit and energy, award-winning author Michael Harris weaves captivating true stories with reporting from the world’s foremost brain researchers, psychologists, and tech entrepreneurs to guide us toward a state of measured connectivity that balances quiet and companionship.

Solitude is a beautiful and convincing statement on the transformative power of being alone. (amazon) (kindle 2018-12-21) (return for refund 2018-12-23)

The End of Absence: Reclaiming What We've Lost in a World of Constant Connection (Michael Harris, 2014)

Soon enough, nobody will remember life before the Internet. What does this unavoidable fact mean? Those of us who have lived both with and without the crowded connectivity of online life have a rare opportunity. We can still recognize the difference between Before and After. We catch ourselves idly reaching for our phones at the bus stop. Or we notice how, midconversation, a fumbling friend dives into the perfect recall of Google. In this eloquent and thought-provoking book, Michael Harris argues that amid all the changes we're experiencing, the most interesting is the end of absence-the loss of lack. The daydreaming silences in our lives are filled; the burning solitudes are extinguished. There's no true "free time" when you carry a smartphone. Today's rarest commodity is the chance to be alone with your thoughts. Michael Harris is an award-winning journalist and a contributing editor at Western Living and Vancouvermagazines. He lives in Toronto, Canada. (amazon) (kindle 2014-11-21)



The digital revolution, says Harris, has inaugurated the end of solitude, the eclipse of absence, the loss of lack.


For Harris, the upshot is that we lose the possibilities for cultural creativity and personal innovation; we become disconnected, he writes, from “the kinds of thoughts that present themselves in our emptiest moments – the moments when we stare out the train’s windows or hover on a lawn to monitor the sky”.


Elliott, Anthony. The Culture of AI (p. 130). Taylor and Francis. 2018, Kindle edition. 

曝光中共抓捕第三个加拿大人的身份和抓捕原因

https://www.youtube.com/watch?v=UGEOrS2bmnA

3D printing

https://en.wikipedia.org/wiki/3D_printing

https://zh.wikipedia.org/wiki/3D%E6%89%93%E5%8D%B0

DAE (Digital Agenda for Europe)

https://eige.europa.eu/resources/digital_agenda_en.pdf

http://daeimplementation.eu/

https://ec.europa.eu/digital-single-market/en/europe-2020-strategy

http://www.europarl.europa.eu/factsheets/en/sheet/64/digital-agenda-for-europe

AI Superpowers: China, Silicon Valley, and the New World Order (Kai-Fu Lee, Houghton Mifflin Harcourt, 2018-9-25)

In AI Superpowers, Kai-fu Lee argues powerfully that because of these unprecedented developments in AI, dramatic changes will be happening much sooner than many of us expected. Indeed, as the US-Sino AI competition begins to heat up, Lee urges the US and China to both accept and to embrace the great responsibilities that come with significant technological power. Most experts already say that AI will have a devastating impact on blue-collar jobs. But Lee predicts that Chinese and American AI will have a strong impact on white-collar jobs as well. Is universal basic income the solution? In Lee’s opinion, probably not.  But he provides  a clear description of which jobs will be affected and how soon, which jobs can be enhanced with AI, and most importantly, how we can provide solutions to some of the most profound changes in human history that are coming soon.(amazon) (kindle 2018-12-21) (return for refund, fucking propaganda and arrogance, fueled by politically-correct crony capitalism)

2019房市恐先瘋狂再毀滅

https://www.youtube.com/watch?v=sTsuuDmkFfA

华为的国家安全风险:西方和盟国联合布防

https://www.youtube.com/watch?v=kFlhnSLZ19k

习近平纪念改革开放40周年发言引发轩然大波

https://www.youtube.com/watch?v=yv93bdhJ1j4

习近平改开四十周年讲话实质上就是一份宣战书

https://www.youtube.com/watch?v=HdC9hyMcTQY

新疆再教育营成奴工营 劳教制度复活?

https://www.youtube.com/watch?v=ZSEOriroA9s

美司法部起诉两名中共国安部黑客

https://www.youtube.com/watch?v=rCYVlgzNOwY

中共錢包遭腰斬 實際情況更慘

https://www.youtube.com/watch?v=MI45aSWBmpg

川普不顾中国反对签字《对等进入西藏法案》;马蒂斯辞职以明志;美国司法部起诉两名中国黑客;中国经济走到十字路口;左右两派皆开始对习近平涌现不满

https://www.youtube.com/watch?v=AEZsHHbl4qM

何频:中国黑客与间谍-你们出国便可能被抓;中共正制造更大事件让西方陡增敌意

https://www.youtube.com/watch?v=52ZTer6gpL0

魏碧洲:美国司法部打击中国偷盗商业机密新闻发布会

https://www.youtube.com/watch?v=-Yvvfgo23l8

全军:改革若死暴政将起请带娃离开,不能改革的正是政治经济枷锁

https://www.youtube.com/watch?v=L1MebDNVz-0

秦伟平 陈小平:2018年中国经济真惨,胡德华问习近平你打算怎么办?

https://www.youtube.com/watch?v=rj2EKWJAY_w

95%人都是炮灰 這就是中國商鋪的現實

https://www.youtube.com/watch?v=P2WdVaDnpWI

美国对北京连投两颗重磅炸弹,美国的新一轮“政治战”来势凶猛

https://www.youtube.com/watch?v=Q9a-tqhaVl8

阿里和騰訊或分拆 中共開始打“土豪”?

https://www.youtube.com/watch?v=_WJ1GfJGgkY

冯崇义:纪念大会习近平报告无聊、无知和无耻 党国终将无可奈何花落去

https://www.youtube.com/watch?v=HeFjQ5QBBBM

5:22 AM


兩天前開始著手自體心理學和關係學派之比較研究速度很快初步形狀已出原因是過去幾年累積了一些整理這次算是四訪輕裝簡行的前提是沒有包袱所求不多歷史是最大的包袱求甚麼明天去頂好買咖啡青江菜萬寶路relational turn是關鍵議題有點像interpretive turn (a la Philip Cushman)或language turn (if there was such a turn)而且relational turn勢必與ethical turn有關坐在市政府前面便利商店一兩小時那天陽光很好習近平沒有政治改革的心願和能力和條件這是最大的歷史難題周金濤的康波理論大於你我的意志雖然每個人一輩子都有一兩次機會但是身在其中往往沒有察覺或即使察覺也沒有辦法搭上車或頂多買張站票一路站到底Bingo Shop最大的問題是支付系統看到人布局上帝就微笑看到人用力布局上帝就大笑所以我們知道上帝愛看喜劇而且喜歡笑我們必須假設祂是喜劇演員出身我先前說過喜劇比悲劇深刻

Thursday, December 20, 2018

RPBS

https://drive.google.com/file/d/1J9ZbVVFmVzXyPpmlZp80Cg_HGny-TFCt/view?usp=sharing

谁迫使大权在握的习近平低了头?习太阳何时落山?

https://www.youtube.com/watch?v=9XPUZUSUu3g

菏泽打响楼市松绑第一枪 只因中共撑不住

https://www.youtube.com/watch?v=Pl4Ts9lCXoU

Terminal (2018)

https://en.wikipedia.org/wiki/Terminal_(2018_film)

中共已末路一旦对政体进行改革将很快解体 学者:死保中共体制唯一结局就是为中共陪葬

https://www.youtube.com/watch?v=N4Q9M7QWwIE

“改革開放”40年:改革已死?

https://www.youtube.com/watch?v=OjN8cnYbGVg (5:40)

习近平坚决不改,中国改革开放到此终结

https://www.youtube.com/watch?v=ZKp5K5rdPOU

王毅曝出贪腐丑闻 外交部至今未有回应

https://www.youtube.com/watch?v=UVCRc7hQ7n0

千人計畫真相:拿美國錢替中共搞科研

https://www.youtube.com/watch?v=6WpS81ETotI

中国上市公司卖房记,穷到只剩下房子了

https://www.youtube.com/watch?v=bQpH8ZV3Mys

The Christmas Scorpion: A Jack Reacher Story (Lee Child, 2018-10-2)


kindle 2018-12-20

袁木喪事敏感遭封 袁妻:六四死亡數字是李鵬提供

https://www.youtube.com/watch?v=8Hm8X9hNtOc

专家视点 (夏明):习近平改革开放大会讲话与美中贸易最新进展

https://www.youtube.com/watch?v=89MH3c7SnWE

第三名加拿大人被抓,习近平的“定一尊”权威或已出现大问题

https://www.youtube.com/watch?v=yCz3jfAfY1k

中国经济真的要崩溃,康波预测2019年经济萧条,周金涛告诉你经济危机中如何保值和发财

https://www.youtube.com/watch?v=Ku5ZanjpXAM

Wednesday, December 19, 2018

习近平一语惹大祸!海内外舆论哗然。多处重大口误,又是王沪宁高级黑?

https://www.youtube.com/watch?v=M-m88fSPr5E

时事大家谈:改革开放40年:习近平坚决不改的是什么?

https://www.youtube.com/watch?v=ZpV8kLFOY5g

华为遭“拉黑危机”;网传“40年未有之变局”,和习近平“就不改”

https://www.youtube.com/watch?v=ihXAspz6wUo

邓聿文 刘屏 安华:改革开放40年,习近平日子不好过

https://www.youtube.com/watch?v=N2HbyssKgCU

汽车销量大幅下滑是“真危机‘’,新房开工下滑或更严重,工业或面临‘’无市‘’状态

https://www.youtube.com/watch?v=3a6i9J6rqts

四十周年纪念大会背后刀光剑影 习近平阵营惨遭重击

https://www.youtube.com/watch?v=odWTH76uWpM

习近平最新讲话不仅仅是笑谈,更是中共专制大厦崩溃的哀声!

https://www.youtube.com/watch?v=BjFdW_JmuSE

中國經濟寒冬有多冷?工人沒活干提前回家過年

https://www.youtube.com/watch?v=T2jmDAE94q8

习近平在“改开纪念大会”上高度评价江泽民,这点非同寻常

https://www.youtube.com/watch?v=7bU-mT9Td6I

平论Live | 改革开放40周年吐槽,中国未来的路怎么走?

https://www.youtube.com/watch?v=Gun0KW1sO9k

Tuesday, December 18, 2018

居民消费价格回落,多数人需求降低,警惕通缩到来

https://www.youtube.com/watch?v=CorLRC-bSUE

語言的邊陲


看楊小濱總序朝向漢語的邊陲詫異四川詩人多這應可解釋老威緣由語言的邊陲像是漫步粉身碎骨的高空鋼索也像是把文字吊在岩壁安睡 (bivouac) 

セリフ入り童子

https://www.youtube.com/watch?v=9tL1GAmCJac

死了一个袁木,中共还有千千万万个袁木

https://www.youtube.com/watch?v=9-PJX4umYJQ

這兩個詞幾十年後驚人再現

https://www.youtube.com/watch?v=E7hF4MxQPaE

John Wick 3: Parabellum (also known as John Wick: Chapter 3) (2019-5-17)

https://en.wikipedia.org/wiki/John_Wick_3:_Parabellum

The Accountant 2 (2019) Cast, Plot, Rumors, and release date News (2018-9-9)

https://halfguarded.com/the-accountant-2-2019-cast-plot-rumors-and-release-date-news/

激烈交锋!第二波倒习潮到来 习近平还能走多远?

https://www.youtube.com/watch?v=2vdjr8H_uj4

https://www.bannedbook.org/bnews/zh-tw/baitai/20181205/1042124.html

向松祚震撼演讲:四十年未有之大变局

https://www.youtube.com/watch?v=r6offNjTo4c

人大教授向松祚演講觸目驚心 中國GDP或為負值

http://www.epochtimes.com/b5/18/12/17/n10916621.htm

https://www.youtube.com/watch?v=N_cvwrxmeDk

https://tw.appledaily.com/new/realtime/20181218/1485468/

https://www.aboluowang.com/2018/1218/1219617.html


一、2018中国有三个严重误判
1.经济下行
2018年我们可以说是非比寻常的一年,这一年发生了太多太多的大事。但是最主要的是什么?——2018中国经济下行。
今年下行到什么程度呢?
国家统计局的数据是6.5%。但是一个非常重要的机构的研究小组,他们内部发布的报告是:到目前为止,中国GDP的增长数据为1.67%。而另外一种测算显示数据为负。
当然在这里我们不去讨论这个测算是正确还是错误,也不讲应该相信哪个数据,但是今年中国在这件事情上出现了严重的误判。
2.中美贸易战
中美贸易战我们有没有误判?我们有没有低估?现在中美贸易战快过去一年了,我们回忆一下年初主流媒体的言论:中美贸易战,美国人是搬起石头砸自己的脚,中国必胜;中国要打下去,一定是大打大赢,中打中赢,小打小赢。
曾经说过这些话的主流媒体都去哪了?说到底,到目前为止,我们对中美贸易摩擦,对中美贸易战的形势的判断,对国际形势的判断,存在很大的误区,这值得我们去深刻的反思。
实际上现在中美的贸易摩擦贸易战已经不是贸易战,不是经济战,是中美两国之间价值观的严重的冲突。
可以完全肯定地说,中美关系现在走在一个十字路口,中美关系现在面临巨大的历史考验,我想现在还没有找到一个真正妥善的办法。
大家最近注意到:华为孟晚舟CFO孟晚舟在温哥华被扣。BBC等媒体都在报道美国的盟国全面围堵华为,这说明什么?这不是简单的贸易和经济的问题。
我们过去有一句话说中国经济增长的战略机遇期,现在的战略机遇期还存不存在?我个人觉得我们现在国际的战略机遇期正在快速的消退。
3.民营企业遭受重创
从各种数据中我们发现,民间投资,民营企业的投资大幅放缓,民营企业家的信心遭受重创。
从年初开始消灭私有制、民营经济退场论等各种说法甚嚣尘上,直到今年11月1号,国家领导人才专门召开会议。有些人的说法是现在经济不行了,又在开始讨好民营企业。
所以中国经济的下行,中国经济面临的压力,包括中美贸易战的日益的恶化。我们要反思做错了什么,我们要反思真正提振中国经济,要真正的让中国经济能够持续稳定的增长,我们应该做什么?​
二、我们现在面临的5个问题
我们现在面临的问题主要是自己的问题,却有很多东西讲的轻描淡写。
1.经济转型中的错误倾向
我们经济下行是一个长期的下行,这本来是没有太大问题的。但是大家注意到,我们现在是依靠消费和第三产业,两者占到GDP增长的78.5%。
按照我们官方的说法说这是好事:经济转型已经取得成功,过去我们依靠投资,依靠出口,现在已经是依靠消费和第三产业,听起来好像有道理。
但是大家要看到,在我们这样一个国家,投资大幅度的放缓,依靠消费,我们还能够维持经济的稳定吗?
这本身一方面可能是一个好消息,但是更重要的可能是一个不好的消息。
过去40年,改革开放40年,我们有过5次的消费浪潮,第1次是解决温饱,第2次是新三大件,第3次是信息消费,第4次是汽车,第5次是房地产。
但是现在这样的5次的消费浪潮,大家可以看到,基本上都已经处在一个尾声,汽车的消费在大幅度下降,房地产的消费也在大幅度的下降,所以我们现在面临巨大的问题。
2.金融风险加剧
在经济下行的同时,金融风险加剧,大幅引资银行急剧的萎缩,大量媒体讲:以前政策考虑不周、缺乏协调、执行偏离、强监管效应叠加导致了信用的紧缩,这当然是重要的原因,但是其实这并非是最深层次的原因。
我们看到直接融资的市场,债券融资也好,股票融资也好,在今年都是被腰斩,更多的是违约。10月份以前,前三季度企业债的违约已经超过1000个亿。
按照官方的数据,企业债的违约今年会超过1200亿,还有大量企业的破产,现在的企业是成片的倒下,国有企业也倒下了。
渤海钢铁,这是我们伟大的世界500强。在它倒下时,它的负债余额1920个亿,实际上它的负债余额可能达到2800亿。
地方债务,也是我们金融市场非常大的一个麻烦。
国家审计署说是17.8万亿,人大财经委的副主任贺铿先生说是40万亿还不止,超过40万亿,而且没有一个地方政府想还债。
3.股市下跌
我认为股市的春天还早着,大家可以看一看,现在股市的下跌只有1929年华尔街的崩盘可以与此相提并论。大多数股票跌到80%,跌去90%。
我们今天要反思的一个问题是股市之痛到底痛在哪里?
有人骂证监会,骂刘主席,骂这骂那,我认为是骂错了对象。监管政策不合适,监管政策可能不到位。股市的政策面不到位,可能是重要原因,但不是关键原因。
看看我们的利润结构,银行板块和房地产两个板块拿走全部利润2/3,1444家中小板的上市公司利润比不上一个办工商银行,这样的股市,它怎么可能成为牛市呢?
我们买股票主要是买公司的利润,企业的利润,不是靠消息炒作。耶鲁大学的教授罗伯特希勒说:股市短期不是经济的权益表,但长期一定是。
10月19号连续出台了那么多条的政策,刘鹤副总理甚至亲自牵头喊话,现在怎么样?上个礼拜五又跌破2600,始终在2600左右,股市的春天什么时候到来?
所以我想这个股市如此的糟糕,只能说明一个问题,中国实体经济相当麻烦。
4.金融业脱实向虚
大家知道中国经济的下行,说到底是我们过去这种扩张的模式,增长的方式,发展的这种思维出现重大的问题:脱实向虚,这是前任央行行长周小川行长讲的。
现在我们的金融风险是什么?隐蔽性、复杂性、突发性、传染性、危害性,结构失衡问题突出,违法、违规现象丛生。既要防止黑天鹅,又要防止灰犀牛。
有一个记者问周行长说,周行长,你说的黑天鹅在哪里?黑天鹅是哪几个?周行长笑而不答。
黑天鹅在你身边,那么多融资骗局是不是黑天鹅?但你看不见。
灰犀牛呢?灰犀牛随时发生,区块链、B圈,是不是黑天鹅?房地产就是最大的灰犀牛。
所以我们这种脱实向虚,在中国的表现太多了,总而言之就是套利。
去年在全国金融工作会议上,总书记和总理严厉的批评中国的金融业,说你们是自娱自乐,脱实向虚,金融乱象丛生,触目惊心。
除了这些金融套利以外,大量的企业拿了钱去干嘛?不是去搞主业。过去十年,IPO定增差不多9万多亿,9万多亿,40%拿去干嘛?拿去炒股票、炒期货,参股金融公司,并没有拿去搞主业,上市公司这样能好吗?
我也认识不少上市公司的创始人和老板。坦率的说,相当一些股权质押的资金并没有拿去真正搞他的主业,都去干嘛了?都去玩虚的:买理财,买房子。
官方公布的数据,我们上市公司买投机性买房,就是1万多、一两万个亿。所以中国经济全部都是玩虚的,全部都是靠杠杆加杠杆。
2019年开始,中国就走上了这个不归路,杠杆率急剧飙升。我们现在企业的杠杆率是美国的平均的杠杆率的三倍,日本的两倍。企业的负债率,非金融企业的负债率全球最高。
5.短期货币政策不能解决根本问题
现在经济下行压力巨大,于是政府又把老一套拿出来了:货币政策宽松,信贷政策激进,财政政策宽松,资本政策激进。
这些政策能够解决中国的根本问题吗?我们今年的货币政策不是不宽松,今年我们释放4万亿流动性,对冲叫中期借款便利,释放2.3万亿,2.3万亿乘以货币也是十几万亿。
信贷政策射出来“三支箭”,号称“易行长三支箭”。第一支箭是贷款,第二支箭是发债,第三支箭解决股权质押。
所以我们现在的问题,大家要反思,我们这样的政策,能够解决我们深层次的问题吗?
资本市场出台了那么多条政策,我看不是真正管用,10月19号到现在两个月了,能管用吗?这难道不值得我们去认真反思,我们到底经济的问题在哪里?
所以我反思的结论是:我们现在中国经济的问题已经不是这个速度的问题,数量的问题,它是一个质量的问题。
“十九大”报告写的好,十八届三中全会也写得非常好,可惜我们很多没有落实。我们中国结构的问题,“十九大”讲的“六大不平衡”,其实更多的是不充分的。
而且我这里讲信贷货币财政政策短期调整,无法从根本上解决上述“不平衡、不充分”发展的问题。
三、必须要实施三项实质性改革
说到底:我们目前仍然没有跳出旧的政策框架和思维方式,能否转型升级成功,关键是看民营企业的活力,关键是看政策能否激发企业家的创新活力。
大家看一看民营企业真正面临的核心问题,不是融资难、融资贵。根本的问题是什么?害怕政策的不确定性,害怕政府不守信用。
所以现在要解决企业相互拖欠的问题,首先是要解决政府拖欠企业,国有企业拖欠民营企业,大的民营企业拖欠小的民营企业的问题,三大成本的持续上涨,所以减税降幅是首要的诉求。
在这个大的背景下,我的基本结论是“短期的这些货币信贷政策根本解决不了问题。
中国的经济要真正的持续的稳定的增长,要走出今天面临的困境,必须要实施这三项实质性的改革。
我把这三项改革把它概括成为叫税改、政改、国改。
减税降负,那怎么才能减税降负呢?必须要把政府的结构精简,人员要大幅裁掉。政府要精简,政府的开支要下降,就必须要实施政治体制的改革。
北京大学的周其仁教授一直讲:中国最大的问题是社会治理成本太高,社会治理成本太高。
还有政改,以及国家治理体系的改革。当然还有一项教育——科研教育科研体系的改革。
后天要召开今年改革开放40周年的隆重大会,我们拭目以待,能不能在这个大会上能够吹响进一步深化改革的号角,能不能在这些改革方面取得突破性的进展?
如果没有,我最后的结论是,中国经济将陷入一个相当长期的、非常非常困难的结局。


看著清晨的山


我知道這一切已經過去此時 Bosch 還在 Suicide Run (2011) 現場這明顯是回憶意思是說老了只能重複使用回憶了今晚 Marlboro 偷渡來台怎麼處理關係學派勢必須先處理 Ferenczi 和 Sullivan 和 Mitchell 後續作者甚眾須擇重要
議題梳理之有點像黃宗羲處理宋元明三朝義理脈絡

魏京生 陈小平:民主墙的出现与消失 - 它与中共党内斗争是什么关系?

https://www.youtube.com/watch?v=Xurxg_DNbgc


推薦

Monday, December 17, 2018

The World's Most Reputable Countries 2018 (Forbes, 2018-6-21)

https://www.forbes.com/sites/vickyvalet/2018/06/21/the-worlds-most-reputable-countries-2018/#5a7ec1af3ea0

《纪念零八宪章十周年研讨会》3:陈破空善意奉劝习近平

https://www.youtube.com/watch?v=xIztl7Yx-jA

The Undecidable Unconscious: A Journal of Deconstruction and Psychoanalysis

http://muse.jhu.edu/journal/636

夏业良:成都圣约教会被逼迫 孟浪的浪漫和真诚

https://www.youtube.com/watch?v=DrhzsVr6qZ8

NIH report scrutinizes role of China in theft of U.S. scientific research (2018-12-13)

https://www.statnews.com/2018/12/13/nih-report-scrutinizes-role-of-china-in-theft-of-u-s-scientific-research/

https://www.youtube.com/watch?v=jeGfH2yJ1zE

夏业良:明年中国经济进入寒冬 零八宪章与严重恶化的人权

https://www.youtube.com/watch?v=yAw4mXsCZTM

夏业良:孟晚舟的真正危险来自中共 中国报复加拿大是对文明世界宣战

https://www.youtube.com/watch?v=GkpKId1VadU

下一代垮了?大比例的中國孩子已經廢了

https://www.youtube.com/watch?v=sE5up6uBItE

外资企业将加入逃离潮

https://www.youtube.com/watch?v=vuLZ7d5BU1Q

China’s Next Moves Will Dictate Its Economic Future (Bloomberg, 2018-12-16)

https://www.bloomberg.com/news/features/2018-12-15/president-xi-jinping-s-next-moves-dictate-china-s-economic-future

任正非内部讲话暗批习近平,指出习近平外交失败的总根源

https://www.youtube.com/watch?v=k7g5GndHlxE

中国房地产的十年大掠夺

https://www.youtube.com/watch?v=6rXI4Y3BC2U

Using Big Data in Psychotherapy Research : Possibilities and Perils (Galuza, Timofey S. 2016)

Thesis (Psy.D.) George Fox University 2016

Traditionally, psychotherapy research has used efficacy and effectiveness studies. Efficacy studies have been considered the gold standard for studying clinical interventions and effects due to their stringent controls. While not as scientifically rigorous as efficacy studies, effectiveness studies examine clinical interventions with larger and more diverse populations and more real-to-life treatment protocols. Unfortunately, effectiveness studies tend to be based on retrospective report, sometimes many months or even years after the conclusion of psychotherapy. The growth of technology, in particular smartphone applications (apps) has opened the door to a form of effectiveness study that allows for real-time data collection. The Therapy Outcome Management System (TOMS) is an iOS app that offers the potential to collect "big data." The data set for this study included 323 Norm Development Associates, who tracked the outcome and alliance of a total 4,110 clients. Five research questions were considered. The first research question yielded a statistical difference in therapeutic alliance variables between short-term and long-term psychotherapy, indicating that long-term psychotherapy patients report statistically improved therapeutic alliance across 3 of the 5 variables used. The second research question yielded no significant differences in therapeutic alliance between gender-matched and mixed-gender client-therapist dyads. The third research question investigated theoretical orientation/ modality in relation to treatment duration and outcome rating, with three of the four variables used to measure outcome revealing differences. The fourth research question observed therapy outcome and treatment duration in various countries where psychotherapy is being conducted, with significant differences observed. The fifth research question observed outcome and therapeutic alliance between various diagnostic groups. Individuals with a child/adolescent disorder were found to have had statistically higher average outcome ratings in the first 8 sessions when compared to mood disorders, and those in the substance abuse disorder group reported statistically lower therapeutic alliance scores when compared to adjustment disorder, anxiety disorder, and child/adolescent disorder. The 5 research questions reported here illustrate and explore the potential of a novel research method involving big data. Implications and limitations are considered.

Sunday, December 16, 2018

Hubert Sumlin - Sometimes I'm Right

https://www.youtube.com/watch?v=-aRnzKDiIS0&list=RDc6PUuN1hfIw&index=4

Bosch just heard that Elizabeth died of OD at that seedy motel room

As he drove down the hill he thought about Elizabeth and her fatal sadness. He realized that the long wait for justice had been too long and not enough to keep her alive. And that his effort to help her ultimately hurt her. Getting her sober only made the pain sharper and less bearable. Was he just as guilty as the unnamed killer?

Bosch knew he would carry that question for a long time.

Connelly, Michael. Dark Sacred Night (A Ballard and Bosch Novel) (kindle location 3946/4735) Little, Brown and Company. 2018, Kindle edition.

Big Will & The Bluesmen - Hard Times

https://www.youtube.com/watch?v=c6PUuN1hfIw

为何习近平在此时释放反贪腐胜利消息?中国地下主教郭希锦被迫让位;全球电信巨头可能限制使用华为设备

https://www.youtube.com/watch?v=atkD8mBLg6g

紅軍西路軍覆滅是否毛澤東的圈套?

https://www.youtube.com/watch?v=ieqxv4OCbWA

我考察了幾位中共正國級領導人

https://www.youtube.com/watch?v=BX-sKyq6d2A

陳雲清查文革“三種人”的真正用意

https://www.youtube.com/watch?v=e_1s--kFh20

毛澤東為何令一千多萬中學生上山下鄉?

https://www.youtube.com/watch?v=jHsdusHuSgY

杨成武:一个没有垮台的林彪“死党”

https://www.youtube.com/watch?v=_pvLkYoZOXQ

鄧小平為何阻礙平反冤假錯案

https://www.youtube.com/watch?v=NOIpRuIhvac

當初發誓許願,過後拒不兌現

https://www.youtube.com/watch?v=gbqiw__4N5A

元老授意中組部清查三種人、包庇子弟兵

https://www.youtube.com/watch?v=NHw4FENGJ74

林彪四大金剛之首黃永勝為何沒有回憶錄

https://www.youtube.com/watch?v=fbJJbsZ3uCc

丁凯文:文革中的邱会作 - 留给世人最多珍贵史料的文革见证人

https://www.youtube.com/watch?v=XcfP3VD0izc

After Psychotherapy: Essays and Thoughts on Existential Therapy (Miles Groth, 2017)

Miles Groth issues a fundamental challenge to contemporary psychotherapy, contending that it has lost its way having succumbed to medicalisation, psychiatric and behavioural reductionism. 

The author reveals the original core ideas of existential therapy, and suggests how, with integrity, it might survive and flourish into the future. (amazon) (kindle 2018-12-16)

Shoji Aketagawa, Kan Mikami, Toshiaki Ishizuka - Daikanjyo (Full Album)

https://www.youtube.com/watch?v=dMCQhJSzzFs

城投债暴雷老百姓買單

https://www.youtube.com/watch?v=fXpaL0NxTY4

what is barbaric horror

https://www.youtube.com/watch?v=eGSbYdltapM

https://www.youtube.com/watch?v=FjXoqt4M5xg

https://www.youtube.com/watch?v=3-nU9K1ntuc

what is fucking evil

https://www.youtube.com/watch?v=GGFjYMrTAa4

美国务卿证实将引渡孟晚舟赴美受审

https://www.youtube.com/watch?v=dZcn-GcpoRI

Bosch on the stake out at the pain clinic

He wasn’t sure why he was doing it. Despite Elizabeth’s previous connection to Dr. Ali Rohat, the shady doctor who ran the place, there were thousands of clinics in the Los Angeles area. She could be at any of them or none. He guessed he was doing it to be doing something. The alternative was to go home to an empty house and wonder about her.

He’d take his chances on a long shot. Besides, concentrating on the clinic kept some of the darker thoughts about his recent miscues out of the front of his mind. He knew that he was putting off a critical self-evaluation of his recent moves, an evaluation that might conclude with his deciding that he was unfit to do the work anymore. That would be his call to make, but he knew he set his standards higher than any other person he’d come across. If he believed it was time to retire, then that would be it.

Connelly, Michael. Dark Sacred Night (A Ballard and Bosch Novel) (kindle location 2998/4735). Little, Brown and Company. 2018, Kindle edition.

now, you see, bosch does not have a life, to go on, except his cold cases, and now, you see, this is the fate, for each and every one of us (2018-12-16)

工寮


這裡沒有歌德用過的書桌
也沒有柯文哲的MG149
這裡是Sebald平靜的十五分鐘
和雪中小徑的灰塵

內外世界是兩個迷宮
哲學是走進迷宮的Ariadne's thread
當然我們沒有聽說
有人活著回來

剛剛發現下門牙
打開門搖搖欲墜
這種日子已經不多
沒有打算活著回來



Saturday, December 15, 2018

A Death In Silicon Valley 'With Chinese Characteristics' (Forbes, 2018-12-13)

https://www.forbes.com/sites/arthurherman/2018/12/13/a-death-in-silicon-valley-with-chinese-characteristics/#150010aa4768

【書齋夜話】115:中國特色的“謠言”是“遙遙領先的預言”

https://www.youtube.com/watch?v=hz6NqQ7_b2c

反腐“压倒性胜利”,释放什么信号?中美加华为事件让习近平下不了台吗?中国制造2025推迟,可能只是缓兵之计暗里推行

https://www.youtube.com/watch?v=2Jgqh1RyNLo

https://www.voachinese.com/a/china-xi-jinping-anti-corruption-20181214/4700623.html


不要忘記反腐一百四十萬尾不包括非趙家人且抄家所得誰拿去了

Huawei’s surprising ties to the Brookings Institution (The Washington Post, 2018-12-7)

https://www.washingtonpost.com/opinions/2018/12/08/chinese-companys-surprising-ties-brookings-institution/?utm_term=.0e069bc0868a

华为的罪恶远超想像 世界掀起围剿华为狂潮

https://www.youtube.com/watch?v=P5AlXfU4I9M

https://t.cj.sina.com.cn/articles/view/6477366556/18214c51c001008ws5

http://www.epochtimes.com/b5/18/6/23/n10507104.htm


平安城市
天网工程

雪亮工程

2019年3月2日午夜12点零1分

https://www.youtube.com/watch?v=DIxXTwN5R0I

https://www.aboluowang.com/2018/1215/1218574.html

楊繼繩中國文革史 (2016) 披露 劉少奇並非馴服綿羊

https://www.youtube.com/watch?v=7FbSWjkbob0

美国通过《西藏旅行法》 中国反对

https://www.youtube.com/watch?v=LFMQUNXUnSs

FBI counter-intelligence official warns US to unite against Chinese espionage threats (SCMP, 2018-12-13)

https://www.scmp.com/news/china/diplomacy/article/2177727/fbi-counter-intelligence-official-warns-us-response-chinese

Chinese espionage in the United States

https://en.wikipedia.org/wiki/Chinese_espionage_in_the_United_States

https://thediplomat.com/2018/12/the-impact-of-chinese-espionage-on-the-united-states/

https://thediplomat.com/2018/11/uncovering-chinese-espionage-in-the-us/

Chinese intelligence activity abroad

https://en.wikipedia.org/wiki/Chinese_intelligence_activity_abroad

It’s not a trade war with China. It’s a tech war. (The Washington Post, 2018-12-14)

https://www.washingtonpost.com/opinions/its-not-a-trade-war-with-china-its-a-tech-war/2018/12/14/ec20468e-ffc5-11e8-862a-b6a6f3ce8199_story.html?noredirect=on&utm_term=.793f5a647bba

万豪5亿数据被窃 隐现中共全球野心?

https://www.youtube.com/watch?v=InfpH2rrqnQ

Mike Pompeo says China should free two Canadians held after Huawei executive's arrest (The Guardian, 2018-12-15)

https://www.theguardian.com/world/2018/dec/15/mike-pompeo-says-china-should-free-two-canadians-held-after-huawei-executives-arrest

二月河(1945 - 2018)

https://zh.wikipedia.org/wiki/%E4%BA%8C%E6%9C%88%E6%B2%B3

https://www.zhihu.com/question/23660530

i wonder what he learned from the qin dynasty, except those dirty and bloody tricks in the forbidden city

中国民主对世界意味着什么?是谁在极力阻挠中国民主进程?

https://www.youtube.com/watch?v=92otR-pLHr8

習近平強調1個字泄底 中國經濟逐月大跌 國際壞消息不斷

https://www.youtube.com/watch?v=sWrJ9hoscuw

Michael Porter's Five Forces Model

https://wiki.mbalib.com/zh-tw/%E6%B3%A2%E7%89%B9%E4%BA%94%E5%8A%9B%E5%88%86%E6%9E%90%E6%A8%A1%E5%9E%8B

https://en.wikipedia.org/wiki/Porter%27s_five_forces_analysis

Porter's Five Forces Framework is a tool for analyzing competition of a business. It draws from industrial organization (IO) economics to derive five forces that determine the competitive intensity and, therefore, the attractiveness (or lack of it) of an industry in terms of its profitability. An "unattractive" industry is one in which the effect of these five forces reduces overall profitability. The most unattractive industry would be one approaching "pure competition", in which available profits for all firms are driven to normal profit levels. The five-forces perspective is associated with its originator, Michael E. Porter of Harvard University. This framework was first published in Harvard Business Review in 1979.

Porter refers to these forces as the microenvironment, to contrast it with the more general term macroenvironment. They consist of those forces close to a company that affect its ability to serve its customers and make a profit. A change in any of the forces normally requires a business unit to re-assess the marketplace given the overall change in industry information. The overall industry attractiveness does not imply that every firm in the industry will return the same profitability. Firms are able to apply their core competencies, business model or network to achieve a profit above the industry average. A clear example of this is the airline industry. As an industry, profitability is low because the industry's underlying structure of high fixed costs and low variable costs afford enormous latitude in the price of airline travel. Airlines tend to compete on cost, and that drives down the profitability of individual carriers as well as the industry itself because it simplifies the decision by a customer to buy or not buy a ticket. A few carriers--Richard Branson's Virgin Atlantic is one--have tried, with limited success, to use sources of differentiation in order to increase profitability.

Porter's five forces include three forces from 'horizontal' competition--the threat of substitute products or services, the threat of established rivals, and the threat of new entrants--and two others from 'vertical' competition--the bargaining power of suppliers and the bargaining power of customers.

Porter developed his five forces framework in reaction to the then-popular SWOT analysis, which he found both lacking in rigor and ad hoc.[2] Porter's five-forces framework is based on the structure–conduct–performance paradigm in industrial organizational economics. It has been applied to try to address a diverse range of problems, from helping businesses become more profitable to helping governments stabilize industries.[3] Other Porter strategy tools include the value chain and generic competitive strategies.

全军:中央会议传出教条经济信号,错误决策会将国家引向灾难

https://www.youtube.com/watch?v=3HHjh7ObS1A

數字太慘不給看?中國停止公布部分經濟數據

https://www.youtube.com/watch?v=IYFGO2NwZIo

https://www.youtube.com/watch?v=Ld1REsMSfcI

http://tw.aboluowang.com/2018/1215/1218237.html

72

12/15 12:10 noon, H3 one fever, two or three more URI, H2 at least three URI, probably flu; just finished first draft of the forensic report, blue sky, cloudless, windy, just received aco's dissertation proposal on feminism in animation art, apparently she is doing some serious thinking, and will go to east europe for x'mas, take off today; sitting in this jail, green hill out of the window; 4:18 PM, dark sacred night, along the way, this time; 6:00 PM, H3 foster / berodual inhalation; 12/16 7:20 AM, H2 two take 9 AM drugs earlier; 8:25 AM, both anxicam 1 amp im st; 9:30 AM, H3 one fever; ER one; 6:00 PM, ER one, obs till CM; 12/17 12:22 noon, np so far; 10:30 PM, ER two, one obs till CM, consult 4 CM too, 

what makes a good story, makes a good life


The tension kept going? Suspense? Hidden metaphor, like a thread? Strong plot? Unusual characters? Coincidental surprises? Wild imagination? Post-tragic stillness, epiphany, and smile? Unforgetable gesture? The inaudible cry? The ineffable moments? Memorable sensuality? The unsustainable will? Something, mimicking life, then mimicked by life? The quotidian, yet epic, context? Laughter, a must?

中國爆發裁員大潮

https://www.youtube.com/watch?v=gkBzlCHh4xg

Friday, December 14, 2018

平论直播 | 年终盘点,2018为何如此艰难?

https://www.youtube.com/watch?v=-o3oQLp1Rr0

愚行之歌: 孟浪詩選 (孟浪 秀威出版 2015-10-1)

https://play.google.com/store/books/details/%E5%AD%9F%E6%B5%AA_%E6%84%9A%E8%A1%8C%E4%B9%8B%E6%AD%8C?id=QFaGCgAAQBAJ (Google play 2018-12-14)

张博树:孟浪,为自由抗争的战士

https://www.youtube.com/watch?v=8JfUEpbP8WI

https://zh.wikipedia.org/wiki/%E5%AD%9F%E6%B5%AA

https://chinadigitaltimes.net/chinese/2018/12/%E6%B1%89%E5%B0%8A2-%E5%AD%9F%E6%B5%AA%EF%BC%9A%E6%88%91%E6%8A%8A%E6%88%91%E5%89%A9%E4%B8%8B%E7%9A%84%E6%9C%80%E5%90%8E%E4%B8%80%E7%82%B9%E5%8B%87%E6%95%A2%E7%94%A8%E5%AE%8C/

全军:美国对中资上市发最严厉警告,绞杀中国企业竞争力逐级推进

https://www.youtube.com/watch?v=90o2mx6kIfI

2018-12-24

https://drive.google.com/file/d/18aF2OIQ6vRvJf7d_bH4fydk3AllILwP_/view?usp=sharing

安华:中共政治局会议发信号,习近平对内要动刀

https://www.youtube.com/watch?v=jrJsC9k3RBc

Study Identifies Some Predictors of Bipolar Disorder in At-Risk Youth (2018-12-13)

http://alert.psychnews.org/2018/12/study-identifies-some-predictors-of.html

https://ajp.psychiatryonline.org/doi/10.1176/appi.ajp.2018.18040461

Bipolar disorder in individuals at familial risk typically unfolds in a progressive clinical sequence. Childhood sleep and anxiety disorders are important predictors, as are clinically significant mood symptoms and psychotic symptoms in depressive episodes.

北京告急:第二个加拿大人被抓,改革开放不提了,四中全会不开了

https://www.youtube.com/watch?v=DBzrp59kCFM

改开四十年 茅于轼公开声明退党 猛批习近平是个大糊涂 到现在都没有自己的治国理念只能照搬毛泽东

https://www.youtube.com/watch?v=wcguyk7f0DA

https://www.youtube.com/watch?v=M8klQ-1VDfE  (VOA interview 茅于轼)

5:17 AM

貓的秩序不是人的秩序
這句話隱含著自然
你的秩序不是我的秩序
這句話隱含著歷史

人學習不要強迫貓接受人的秩序
這句話隱含著回到(森然的)自然
你學習不要強迫我接受你的秩序
這句話隱含著回到(清明的)歷史

你知道回不到的意思罷

回不到的意思就是
貓做不成貓
你做不成你
我做不成我

生命做不成生命

既然回不到做不成
你認為你在哪裡你是甚麼

孟晚舟被保释,不过是个刚刚开始??华为的5G标准要碾压高通??中国2025的阴谋

https://www.youtube.com/watch?v=KtD4yva1HLo

Thursday, December 13, 2018

孟浪病逝

https://www.youtube.com/watch?v=qZBGtGaYlM0

12月12日维权动态

https://www.youtube.com/watch?v=B1J83as7JEg

孟晚舟真实身份

https://www.youtube.com/watch?v=c2raCEfB2rY

美情报官:中共黑客攻击美国基础设施

https://www.youtube.com/watch?v=plxpZE-jrpk

兄弟车行 (2013)

https://www.youtube.com/watch?v=Usmi_zqWtTw

https://list.youku.com/show/id_z6ae4b83860a711e3a705.html

我發現了一個規律

https://www.youtube.com/watch?v=-rJWLZamoFM

最新爆料:华为不仅盗窃而且严重收买和渗透美国智库影响美国决策 白宫将重拳打击

https://www.youtube.com/watch?v=7IVBonbL9Fw

Béla Tarr | Transcending The Void

https://www.youtube.com/watch?v=p_7yXg_ZgyQ

抓捕孟晚舟前 加情报部门连访15所大学

https://www.youtube.com/watch?v=qat0h37Q1I0

now, you see, everyone, i mean everyone, has a price, so eager to be bought 

中共对台心理战数次战役和四大布局。再不反击,绿营会输光,台湾很危险!

https://www.youtube.com/watch?v=Buc3pFIB2NU

真实华为 99人不知道 国安部养大!员工持股是忽悠

https://www.youtube.com/watch?v=4mfOQOynlYE

The Turin Horse (Hungarian: A torinói ló) (2011)

https://en.wikipedia.org/wiki/The_Turin_Horse

https://www.youtube.com/watch?v=ZnRCTkTLzII

https://en.wikipedia.org/wiki/B%C3%A9la_Tarr (Béla Tarr, b 1955)

It recalls the whipping of a horse in the Italian city Turin which is rumoured to have caused the mental breakdown of philosopher Friedrich Nietzsche. 



It is all the more poignant that of all sentient beings a horse should be part of Nietzsche’s last conscious act. These sensitive, powerful animals look at the world through the “seemingly limitless gaze of their large, dark eyes” (Klinkenborg, 2018, p. 46), with a mind that, some say (Hyland, 1990), never adjusts to history and modern thinking, but belongs instead to a perpetual present. Horses were sacrificed on a massive scale during two World Wars; while carrying heavy machinery, their attentive gaze reflected like a mirror the terror and devastation of the battlefield.

Bazzano, Manu. Nietzsche and Psychotherapy (p. 13). Taylor and Francis. 2018, Kindle edition. 

花旗集團:貿易戰重創中國經濟

https://hk.aboluowang.com/2018/1213/1217606.html

https://www.youtube.com/watch?v=qj5RHCh71MM

http://www.businesswirechina.com/hk/news/39285.html

https://www.privatebank.citibank.com/outlook.html

现场连线:抗议中共对袁建斌、秋雨圣约教会的迫害 支持逮捕、引渡孟晚舟

https://www.youtube.com/watch?v=FFIwDtKsX2k

彭楷:孟晚舟事件是中美贸易谈判的筹码 川普给习近平挖了三个坑

https://www.youtube.com/watch?v=kQIui3SY-zI

土改運動中的地主女眷 慘不忍睹

https://www.youtube.com/watch?v=VGZoY7hDQvc

https://www.aboluowang.com/2018/1207/1214900.html

中国楼市下行周期悄然而至,是时候认真处理投资的房产了

https://www.youtube.com/watch?v=Cj3ykfEU6K8

孟晚舟获保释,川普要放人?解决方案几年前就有!

https://www.youtube.com/watch?v=SgJ_sJ2y6t4