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  • Apr 28 Sat 2012 01:55

困擾  又悄悄地  來到

想問  為何又說  愛我

欣喜  困  惑  遲  疑

想說想問  我的蒨  愛情

絕不是  隨  口  

愛  是  行  動

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My Dear American Friends:

   It is nothing wrong that Mr. Bernanke had done and is doing right now. It just shows that Mr. Bernanke is extending the maximum power that FED can do for this situation and some different scenarios we will face. Mr. Bernanke is with pretty clear mind that the FED should stick with the principle of "Let the market be as stable as possible, and let the inflation be contained and controlled in some range". It is nothing wrong that the Magician Bernanke has made a big difference to the States. Also, it just shows how knowledgeable Mr. Bernanke has and can deal with this kind of situation with so many tools on hands. U.S. dollar is now in the historical low level we have ever seen more than two decades. But your enterprise, especially those larger ones have no intent to move factories back to the States. It just shows two things, one is that they do not  trust the working ability that Americans' worker have, the other may be due to higher salary and higher living standard (including the pension burden and environmental issue) the States has. The oursourcing has its great benefit as it just pay down those costs in one time, you can ask those factories work hard just one time and leave the order to others next time. It is always the big issue that you do not have to pay those environmental or other costs for the greater benefit of your new clothes, toys, computers and other electronics. That is the big issue you have to face. I guess from the point of curency, U.S. dollar is much cheaper, but your structural problem can not let the factories' jobs back to the States (even you have the lower currency rate right now). It is the big problem you have to face!! That is nothing Mr. Bernanke can do as he extends the monetary policy to the extreme already!! And there is no deflation problem the States has, it is wrong to say that those commodity prices falling is the sign or the signal of Deflation (or even the consequence of deflation). It just shows that their higher prices are not sustainable anymore!! 

 


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My Dear American Friends:

  It is time to move on without looking back anymore.I know there are a lot of people who have angers for Wall Street. But it is your fault to let those ghost stories happened again and again. The LTCM is funded by J.P. Morgan and other big institutions at the time, you choose to bail it out in case of its liquidity problem may cause bigger systemtic risk. It is the first and the foremost bail out which sets an example that Wall Street can play the game and leave the mess to the government(from the government bonds issued for the disaster)! And you also have some big problems as you let the Citi to run against the Deutsche Bank, the financial system of Europe is their banks are largerly held by the government or quasi-government agencies. It means if the institution creates larger profit, it will go to the government eventually as the government holds a larger protion of their common shares. If it creates some big losses, even the government has to bail out, it will have to pay back to the government in the form of dividends or higher share price as it is a nationalized institution. But for your nation, your financial institutions are privately held, and there is no good mechanism to guarantee that even those institutions ruin the system, it has to pay back to the government as the government plays the role as the larger shareholder. So you have to ask Citi or other institution to issue common stocks or preferred shares to exchange for the government's money. It guarantees that as those banks get thenselves back on track, then they will and have to pay back to the nation in the form of dividends or higher share prices. But you neglect some points that the most beneficial one needs the least funding from the government in the disater, and it means that those institutions get larger benefits from the disaster as there is much less competition in the market in those dire moments. They can get a larger share of those profits and have larger bonuses for themselves. It is the big issue that people think to be an UNFAIR thing and has to be adjusted from the law or something else. I guess you have to make it right in the future crisis dealing. Maybe it is time for you to think about the issue of how to nationalize those institutions at the dire moment in case to face the unfair bonus issue next time!!

 


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婚  好難的字  說文解字

婚是  女生頭昏  不然勒

好笑的  想  愛葷不愛婚

肉食主義者 

總覺沒吃肉  等於沒吃飯

婚  有點

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My love, it is not easy to express

the deep sorrow inside

I have been monitored

Be the victim of the ghost

Under the gunfire

invisible and obvious

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愛  好難懂的  字眼

寂寞  一點都不淺顯

沉默  好想對亞蒨說

好愛她  不想她再有

任何的  孤單感受

愛情  其實離我已遠

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Hello there, my dear American fellows:

  You are so smart to know it is the time to move on!! We see a lot of people try to pick themselves up and go out to face the real life...FIND A DECENT JOB....That is a good sign!! We also see a different perspective about the prospect of U.S. economy, I guess they are all half right!! The most important thing happens lately is we are so glad to see the US greenback is flowing back to the States. It is an important triumph for the QEs and it is just to show that the world thinks "no matter how you guys think you are vulnerable, we all have some sort of problems as yours, higher unemployment rate, unused factory capacity, lousy or expensive healthcare or something else". Every country has its own problems. And they are no better than the States.

  Move on, move on, my dear fellows. No turning back!! If you stop mourning your old stiches, the world will get better. It is not healed by the God, but in some sense, it is healed by the optimistic Americans. Do not have any doubt about it. Don't deny yourselves. Do not hesitate to doubt about anything. Don't be that paranoid!! God does show its way and it does give us strength or rights not to turning back.

  My Dear American friends, we need you to be as stronger as used to be!! We need you to be as optimism as used to be. The world's growth engine seems back on your shoulders again when we see China is in its political transition pain and India is suffering from higher inflation  with shortage of water and food. Russia seems to be better now but it has its own problem. Brazil counts on your investment and something else. So....the world is expecting you to be as sober as the old days. Do not get yourself intoxicated again....

  P.L.E.A.S.E......

 

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To Sir Bernanke:

  Use the government's power to help AIG and GM is nothing wrong, so does the bailout to Wall Street!! You have mentioned that you never do the money printing thing instead of increasing the credit and reducing the interest rate which is the cost of capital for funding and investment. I think it is not that correct, it is wrong!! When the governemt purchases the MBS, it just shows the government wants to support the price and to provide the liquidity for this market. It is nothing wrong to support the market if the market is lack of confidence. But if the market has to go down in order to show its real nature, then it is wrong to purchase more. I know many people do not agree with this thought, especially we can not just sit tight to see those drowning people die slowly. We have to do something. Sir, you already did and did a good job. The operation twist lets the long-term mortgage rate go down dramatically. The corporate bond issued dollar has piled up to the recent high level for the latest season in five years which shows that corporations believe that it is the perfect time to have the lowest funding cost. If there is another QE, then they all expect the inflation will go much higher. People may expect to see the failure of further quantitative policy as "less is more" instead of "more is safer".

 


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Gracie, my love:

  I made my promise to you and set some rules for myself to follow: First, Never let you cry; Second, to give you a happiness life; Third, not to mad on you or intent to....; Fourth, To make you smile and live in happiness all the time; Fifth, Never let you out of work and always be busy and feel self-fulfilled in your professional works. I know they are hard to achieve because I am busy and I am always eager to finish something as my schedule. Sixth, Fulfill those practical dreams you have ever dreamed of. Seventh, Respect your opinion and ideas about big issues, like buying a house and the location.... The schedule is built before we met several years ago. I know I will implement it for several years to come. I know I did promise you in the first place. I am glad you say yes to my propose. I am delighted that you want to marry me. It is not easy to get alone with lovely one intimately!! I will get myself get along with your way of living. I love you more than you know. I guess you already know I do love you when we fitst met. But I pretend I do not as I need a lot of time to figure out what love is. Anyway, I love you. I hope I can do better and cherish this love for the rest of my life.

 p.s.I guess I can not control my anger sometimes when my fiancee does not to tell the real situation, so I do not know if I can be that patient to wait for the whole story from her mouth.....

 


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馬先生您好:

  照張大春先生一本小說的說法,可能我真的得改名叫做四喜了!!今天在電視上面看到別人在談兩岸的問題,坦白說我還真的很多很多的感觸!!我希望您能夠很仔細的考量下面幾個問題,當然大家心裡面也都有自己的定見,我也有些想法,就稱這些叫做四喜問題好了!!

  第一個問題是,能不能只先考量到房地產的稅制問題,慢慢調整成為實價課稅??然後就是完全開放台灣的房地產市場給中國大陸投資,而且規定其必須是百分之八十的自有資金,最多只有百分之二十可以跟國內金融機構借貸??!!完全不去動股票市場,換言之就是維持現狀,不去課徵證券交易所得稅,而只課徵賣出股票者的證券交易稅??!!第二個問題是,能不能開始建立國內金融機構的分層監管機制,換言之金管會中有分別管理證券商,保險公司,與銀行端的監理,能不能真正落實經營這些金融機構的負責人,必須有相關的國內與國外的證照,比如證券商要有美國Certificate Financial Analyst(CFA)與國內證券分析人員的證照,比如保險公司要有國內與國外財務風險管理師的證照,又比如銀行端也要有國外Financial Risk Manager(FRM)與國內風險管理師的證照!以及是否在這些都落實完之後,能夠進一步開放國內金融機構給中國大陸投資,將投資比重拉高到15-20%左右??第三個問題是,能不能在促進兩岸的貿易與交流時,都能在整個銷售與生產鏈當中,讓台灣也能在生產這個階段有其角色的扮演,換言之就是盡量鼓勵廠商也能將部分生產留在台灣,其實廣達嘗試過了,但失敗收場,政府能不能針對這些廠商給予一些特定的幫助??!!第四個問題是,能不能想辦法讓台電與中油等國營機構的福利與工作能力是相符合的??否則真的是民怨會很深喔??!!!我知道這點連扁政府都沒做到,但能不能至少政府能夠完全公布這些人的薪資與相關福利給全國百姓知道與認知,我想再過來調整就是比較能夠了!!完全公布與公開相關的資訊喔!!

  我想說的只有,美國的經驗如果拿來用在我們身上,唯一的目標就是在我們開放之前,一定要有嚴格的法律管理與落實,其實開放並不是錯的,但錯的是亂開放之後反倒讓我們的金融與一般市場更為紊亂與失序,而不是促進就業與發展!!所以政府如果真的想有所作為,該做的只有讓自己的標準更為嚴格,而且嚴格執行相對的管理,然後就是盡量全面的開放,因為我們的管理到位,所有的資訊都公開流通,大家自然知道該如何去相對應這些變動,而且是良性的變動!!

  最後一個問題是,如果我們一定要跟中國大陸進一步聯結,能不能保障我們的百姓薪資能夠跟著物價波動上漲而上升??否則就對相關賺錢的廠商課徵一定的稅負,或許大家也覺得是公平的!!我知道很多產業都在萎縮中,這是政府可能自以為國家在進步而未能見到的,我知道很多廠商都很辛苦在經營,而且不是很賺錢說!!可見我們還是沒能讓夠多的資金流往國內,而台灣的Foreign Direct Investment(FDI)是連年在下降的,這點政府真的得多費心了!!因為這代表他們對我們沒興趣,那百姓真的會沒工作說!!

 

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昨夜  無風無雨  而妳

又悄悄走入  我的心裡

想念  惆  怨  恨與愛

我知道  昨夜的  瘋狂

好像  還是沒能嚇走妳

比了比中指  妳的眼

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給妳  我綿綿的情意與情話

總愛見妳  聽我說  愛妳

笑意  滿懷  我知道  妳是

我的  也知道  我們 擁有

彼此  我想  妳也知道 

愛情  難尋  真愛  難覓

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