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   還記得年少的時候美國有一齣影集,叫做L.A. Law,記得有一集演的是一個有錢人家的少爺犯了法,做了很多違反讓人氣得牙癢的勾當,然後在法庭上面,請了非常精明的律師,利用檢方與警方的辦案瑕疵,替犯罪人陳述檢方的罪證不足以作為呈堂證供,因為那違反了程序上的正義,結果最後這個有錢人家的少爺,被法官判無罪,當庭釋放!但最後因為被害人家屬心有不滿,當這個有錢人家的少爺大拉拉喜孜孜的走出法庭時,正有一顆子彈在等著他,結果在法庭門口,他就被當眾槍擊身亡,槍擊它的被害人的家屬,當場舉起了拿槍的手跟警方投降,嘴裡喃喃自語的說:"正義終於得到了伸張!!"可想而知的是,那個槍擊別人的人,後來自然還是得面對法律的制裁!!希望臺灣的民主,不要走上這一步!!否則,真的寧願臺灣...沒有民主!!

  再回頭談美國的Snowden案,在美國發生911事件之前,美國是極為自由的國家,自由到總統不知道哪天會不會被美國自身的極端份子暗殺都不知道,在911事件發生的時候,美國的空軍一號一度完全對外斷絕聯繫,只透過特定的連線與外保持連絡跟隨身F16軍機的保護在美國境內飛行,之後美國發現自身的困境可能不但是來自於外來國家的居民,更有可能是來自於歐美民主國家與自己國家的國民,上次Boston的馬拉松爆炸案,炸死了好幾個中國大陸的留學生,作案的人就是美國公民,前一陣子的肯亞shooping mall屠殺,也被發現是歐美極端主義份子下的手,因此對於國家的安全固然不能無限上綱,甚至很多時候確實不能拿來作為案件的起訴與否,只是想問的是如果今天是臺灣的工研院或是軍隊的研發組織,將國家機密賣給對岸或是其他對這些資訊有興趣的國家與組織,試問政府不該有相對應的自我保障措施嗎?如果今天是本國的退役將領將國家過往發展的現況資訊,賣給對岸的軍事單位,請問國家不該也不能對相關人等進行一定程度的保密防諜嗎?如果今天是在這些保密防諜的過程當中,意外發現的案外案,因此才知道原來國內有相關的關說事件的時候,政府該如何處理?美國人的想法是,寧願放棄自身的自由,但是政府本來就有責任維持整體社會的安全與安定,那我們呢??

  當然政府或許不能直接拿這個當作證據,但如果這是既成的事實,而且也不會有後續能夠偵查的情況,因為已經結案,不會再有後續的事情也無從再調查,試問國人同胞,如果您是總統,您該怎麼處理?完全假裝沒見到這件事情?

  是的,國家安全不能無限上綱,但是如果我們對這些有權有勢與有資訊的人完全放任,任由這些有資訊且參與法令制定者利用自身的私有資訊,在法律市場,股票市場與各種金融市場的參與當中賺取暴利,試問這是對的事情嗎?

  個人非常不喜歡馬先生,只是國家的安定與安全是人人有責的,如果國家的安全飽受威脅,如果有任何人可能利用自身職權所接觸的資訊做出對自己有利但對全民有害的事情,坦白說,即便是監視與監聽,或許都是它必要的過程,因為只有如此,才可能改變這些人的行為,在很多事情上面完全不敢再造次,再做出傷害全國百姓的事情,您說呢?


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  • Sep 26 Thu 2013 14:41
  • 體諒

  我能體諒美國的Obama先生所提過的,他不要自己一生都活在恐懼當中,做領導最多也不過八年而已,即便很多事情是對的,他也犯不著得罪一些人,讓這些人一輩子記恨自己!!因此對於很多美國長期存在的現象,即便Obama政府已經盡力去改變了,如果真的不行,那就算了!!當然很清楚的知道,或許Obama先生多少也希望自身在西元2012年的選舉當中是落選的,只是很多身邊的人還想替美國努力,只是還是有人對美國並沒有放棄希望,因此還是希望要繼續改變這個社會,所以只好繼續努力了.

  我也能體諒馬先生對於臺灣社會的想法,一直以為其實馬先生或許在內心深處,也希望自己能夠輸給蔡女士,因為這個社會積非成是的事情太多太多,而他能改變的太少太少,只是他身邊的人,包含他的妻子都希望能夠繼續努力下去,所以他只好繼續做下去,但他的心中也很清楚的知道,犯不著得罪一些人,讓這些人一輩子記恨自己,領導不過做八年而已,其他人想要從很多地方很多事情中去謀更大的利益,就放任吧,這個國家如果自己選擇要沉淪,那就沉淪吧!!

  對我來說,其實也是相同的心境,在西方金融風暴之後,就在這個部落格上面討論過很多很多,談到了美國進行的QE如果沒有伴隨財富的重新分配機制,只會使得有錢人更有錢,只會使得窮人更為窮困,如果臺灣的很多很多變革,沒有先去改進軍公教的退休制度,沒有去調整很多有獨占性國營企業的子公司的財務與各方面的制度,那這個國家只會變得讓很多人更傷心更不滿而已,但是這是大家自己的選擇,是您放任這個國家變成這樣的,是您眼睜睜看著這些人自私自利到無以復加,是您自己要這個國家變成今天這個局面!!同樣地,對於對岸的QE,一樣是持著相同的看法,那就是如果政府的印鈔只是要讓少數人有更多的鈔票可以運用,最終只會使得那個國家陷入更大的問題與麻煩當中!

  這些情境其實我們都已經見到了!或許,這才是最讓我難過的事情,因為所有關於美國合乎邏輯的推論,最終通通都發生了!!

  對於馬先生跟王先生近來的種種,我想說的只有..這是一個民主的社會,任何人的以為,都不可能遠高於這個社會集體的意志,如果這個社會要這個國家走向滅亡與敗亡,那也是這個國家的人民自己的選擇,我們能做的只是看著這個國家一點一點的死去而已!!因為...任何人的發言,都不能高於這個社會的集體意志!!

  很多時候很多人總懷念蔣經國先生的功績,但是在他的年代裡面,發生了美麗島事件,發生了很多很多的不幸,即便後來主導美麗島鎮壓的那些軍警官員,後來完全升不上去而且也被要求退休,而且連孫運璿先生也覺得這樣不好,常去拜訪受刑人,即便美麗島的發生的真正原因是因為中美斷交,而且之後蔣經國先生也下定決心他的小孩再也不准從政,一切到此為止,甚至選擇了李先生的原因是因為李先生也是基督徒,而且李先生的兒子死了!別忘了蔣經國總統的年代,大家以為再怎麼沒有民主,軍公教的薪水可是沒有像今天這麼豐厚,軍公教的退休也沒有像今天佔國家隱藏負債超過三分之二的情境,軍公教更不可能出現退休之後領的比工作時還要來的多,因此才有李師科去搶銀行的事情,因此才有老兵說蔣中正先生帶了六十萬的大軍來跟他一起陪葬!別忘了蔣經國先生確實讓臺灣的經濟起飛,而且軍公教沒在這裡面拿這麼多,是從李老先生,連先生跟宋先生之後,軍公教才變成國家最沉重的負擔的,因此孫先生退去公職後連一定自宅都沒有,趙耀東先生退休時只拿了二十萬新台幣,而李國鼎先生晚年也是只有領一點國家的退休俸過日子,這些人的清廉與自持,才創造出一個強大的臺灣的,即便沒有所謂的民主,但我們仍然有豐富的精神與物質生活!那是李老先生之後的領導人,從來都沒給過我們的,而且從孫運璿先生之後,臺灣就再也沒有像樣的產業政策!!

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Dear American people:

  As you know, you have the most lowest growth and the most well lagged employment growth rate in those decades. It just reminds us the situation before the WW1 and WW2 and between them, the great depression of 1930s. The solution for the US depression is by using the large investment on the infrastructure and the mass production of weapons for other nations. The most important one is to force American people to save a lot during the years of war and to loan lots of money for weatern European countries to rebuild their world. Those kind of ideas are mainly focus on how to increase American's savings and use them properly. It solves the American depression and bring the prosper to the States for more than fifty years after the WWII. During and before those derpession years, your grandparents or grandgrand ones waste all their savings on houses and crazy investments. Now you face the same problems. At the old time, your politican promotes many ways to solve the problem. The most effective one is the infrastructure investment. From today's perspective, it seems to be an outdated strategy as the USA now has the most porfitable service industries, incluing the most profitable financial institutions, the retailer chain stores like the WalMart and the MacDonald, the airplane builders and military service providers. People think American have a lot of opportunities who can communicate with each other easier and more cheaper way to reduce the cost of domestic trade. People think that is the reason why you do not need the super-highway transportation unless you have the budget.

  The experience of China shows when a larger amount of money is accumulated in the specific group, we may see the rent cost go up as a lot of people have to rent a house. The more house vacancy of China big cities have, the higher rent it brings to the house renter for the compensation of houseowners. There is a statistic that shows a Chinese youngster owns more than 280 houses as his parents has accumulated so much wealth and invest it on houses. On the other hand, there are million of Chinese middle class who just can not afford to own a house. It is pretty odd in China. But it is the reality for Chinese people in the mainland. It also shows that in the situaiton where a lot of people rent a house, the rising rent cost just reduce their purchasing power more than we know. For those who just get a temporary instead a regular permanent job, those kind of situations just make it worse. So is the USA.

  American People may lose faith on a lot of things. American people show us repeatedly that the cost of higher education is much a higher burden in the USA than other nations. To be honest, America has a higher quality of advanced education compared with other nations. But it does cost people a fortune. That is the reason why American youngsters have to use 5 or 7 years to pay down their student loans. After that, they may have some money to save. People are fully aware that the student loans is the most important obstacle for the American youngsters. (So is Taiwan NOW.) And the report also shows that there are around a quarter unemployment rate between 17 to 26 years American old people who can not find a decent job. (So does Taiwan NOW, maybe we are lower, bu the figure is still around a fifth.) This is a warning sign that America just can not produce enough jobs for the those young people. It also shows the education can not promise their bright futures in the USA. I also notice that the US government tries hard to reduce its burden of government employment, including the US Mail system and the Federal government. Those bad news also deter the employment and make the issue more severe than anyone can imagine. So all the house issue just goes back to the employment and wage raising ones. The severe employment issue brings the lower wages and higher house rents for Americans right now.

  I do not believe that if the Republican gets the president's seat can resolve the problem, because it is structural. The wealth redistribution effect is not that obvious this time during those QE times and you just do not have the leader who is determined to raise the taxes for the rich and waive the burden for the poor which can increase the saving rate of the poor. The well-function financial market just get the situation even worse. It lets the rich can accumulated their wealth more easily and make the poor feel relatively poorer. The history always teaches us the tax reform is a must-be-that-way for the America today. That is the lesson from the great depression of last century. A more wealth distributed nation is good for investment and consumption. It is not the case for Americans now. That is why you should work hard on those issues. Or Americans will just see the dark side of democracy which shows those men or womem who have the power just take care those ones who have deep pockets instead those ones with no prospect. And the poor are ignored and left in the desert without a way out. All American politicans should do is to take care the eighty percent poor Americans and give them hope and prosper.

  Dear American people, you have to write to your senators to ask for the tax reform NOW. You may face the unemployment problem sooner or later even if you have the job now. If you do not change the course of the USA, you will see the USA is dying every day. The tax reform and the national healthcare system have to be done step by step NOW. The wealth redistribution has to be implemented by those actions. If you do not try to change the wrong course, the youngsters could not have the chance to have a decent job. Then we will see the vicious circle run over all those things again and again.

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  在上周美國Fed宣布他們的QE政策之前,我將手邊的資產幾乎丟入了美國的股市與債市,或者是與美國股市和美債連動性高的投資標的;開玩笑的說,會跟美國一起go down or what,反正就是這麼回事,不論如何,美國過往給臺灣的多,或許很多人說我們欠美國的早還完;只是坐在電腦前面時,用的是Microsoft的作業系統,當嘗試寫甚麼的時候,用的是Microsoft的Word(當然也可以用Linux下面開發的Word processor,可是不太好用說),這一切的一切,確實是很大的進步,科技的進步與諸多的人性化,都使得我們能夠用更宏觀的方式來看世界,而當這個小地方有很多很多無謂的爭執時,坐上了飛機,飛往美國的任一地,您總能見到不一樣的人,或許有的人也是心胸狹小,但也有不少人很有趣地看著你,在哪裡,終究能感受到這個世界是大的,即便臺灣的人心胸小,但有另一群人會跟你說,這個世界是大的,會總是跟你這樣說的,大概只有美國人!!


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Dear American people:

  The thought I write in English now has been known by a lot of people but in the form of (traditinal) Chinese. The Chinese version has been written more than months ago. But I am so busy and do not know how to express it in a way of legitimate English. I do not take those US-QEs as they should be that way, I think it is the most innovative idea in the 21 century. What it counts depends on a lot of coordinations, such as a lower US dollar currency, a more coordinate trade policy America has to deal with its partner countries, a more advanced tax system America needs to rennovate itself and a more IT and industrial revolution America needs to bring to the world. That is what the Japan-QEs lack, but the Ch-QEs care. If American people just want to know whether the liquidity of US financial markets is solved, the answer is yes. Then the QE can be stopped. If American want to know if all those problems in the USA are solved, the answers will be no. It has not been solved yet. Americans should try hard to fix their system problem, such as their medicare and their tax reform issues.

  (Here I should remind the readers, before 1997, the RMB depreciates from 4.5 RMB/per USD to 8 RMB/per USD. That is the reason why China has such a great growth moment more than two decades.)

  I have to say that the China-QE will not stop because they are fully aware that the China old-days growth depending on the cheaper manpower is over. The chinese government faces an even severe umnepmloyment issue than we think today. Now the RMB appreciates every day for a longer period of time, we expect it will just go on for several years. A lot of people think the RMB is overvalued, but the Chinese government does not dare to let RMB depreciate. At the same time, we do not see any sign that Chinese government stop using its QE to promote its domestic trade activities. Therefore, we know that the China-QE is coordinated with other structural reforms in China. It is not seen in the US-QEs, that is why scholars recommend the USA may stop using US-QEs. If the thing goes well, people expect service categoies in China may create some values with the coordinated China-QE. It is what we expect the US-QEs to have the same effect long time ago.

 Unfortunately, we just see the wealth redistribution in the USA which makes the rich even richer but the poor even poorer. There is an calculation saying that the ten percent US citizens own more than half the US total wealth and the twenty percent US people own more than 75 to 80 percent of the US total wealth. It is an unbelievable fact. I think it is a serious warning to the USA. The monthly salary of ordinary people in the USA falls back to the level of end of 1990's(around 15 years ago). It is a warning sign that the US-QEs should coordinate the tax-code reform with the Obamacare medication reform. If it is not, then it should be abandoned.

  The wealth redistribution is an important part with the success of US-QEs. I think Americans are in title to know the truth. I beg all American people to the issue of "PLEASE do not let America become another Japan." Let America to be a nation like China which is a nation whose people have tons of money in their pockets and have confidence to their own future.

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Dear American people:

  The big difference among the US-QEs, the Japan-QEs and the China-QEs is that Americans become fully aware of the income inequality problem. American people know deep in their hearts that the inequality comes from the mismanagement and system-bugs of financial markets. That is what Americans have to face. Americans know quite well a good society should build on the trust and the fairness. Each one has an equal opportunity to chase one's dream. 

  We know that the Japan-QEs only protect the wealthy Japanese, the poor Japanese gets even more miserable life more than decades. The property price just goes down and down for two decades already. We finally see some hopes in some areas of Japan lately. It gives us a lesson which shows the income and wealth inequality issue is severe in Japan more than people realize. The workers in Japan could not get a decent life because their employers take too much share and the Japanese government just take too much burden of those bad investments and bad debts made by those wealth Japanese people. When managers or employers make some big mstakes, the Japanese government just uses the monetary policy to cover all those troubles without thinking. Japanese government does not dare to challenge or to punish those people who mess up with the society. And Japanese government does not take the income inequality seriously enough and try hard to harmonize the difference between the wealthy people and the poors. In the end, The Japan-QEs just protect the wealthy Japanese at the costs of the whole Japanese citizens in those years. It forces the Japan government to keep the interest rate and the yield of 10 year Japanese treasuries at a lower level more than two decades. The vicious circle happens all the time and the Japanese financial system is broken as Japanese people have not dare to challenge their own future and make a change. Japan is dying every day, just at a slower pace.

  It is nothing but a fact. Japan is dying, so is China. A country without the democracy needs the wise guy to run the country in an absolute means. But we know that no one can be that smart which may let the mainland China lose a lot of chances to grow. Market always needs to play its role on the innovative issues. The innovation needs some tolerance and some free air to breathe. In a country where all those innovations and developments is on the government hand, I do not know if it may create an even bigger waste and inefficiency on all those industries the government concerns. That is the reason why people worry about China. That is the reason why people think China is in title to move the earth now but it just can not and those kinds of thing will not be found in China.

  China is the nation which has a lot of savings. China should have the ability to help the world on the IT and industrial revolution. This kind of revolution should base on what Chinese people really need and want in their daily life. But what we learn from China is those needs and wants are directed by the government. The government always plays the role to tell people what they need and want. It should not happen in the 21 century. People should embrace the world by themselves. People should try hard to innovate daily life instead to wait others tell them what to do next. It will not bring the innovation to the world. So we do not see any innovation but just a lot of copycats in China which are well protected by the Chinese government. You can not see the Facebook in China, but you will find others. You can not use the google search, but you can use the other search engine. You can not log on Amazon, but you can log in Alibaba. That is the business model we see these days in China. How can you expect China will bring something new, no matter it is a totally new concept or a totally new design, to the world? We just see a lot of me-too services or products originated in other nations. And the orignal oversea ones just can not be imported or just be restricted to use in China.

  I am so sorry to say that kind of society can not sustain itself for a long time. China is not an empire anymore. It is a nation which belongs to all Chinese people. A place without democracy will not be a good place to live. What we concern is not that if China is democratic or not, but it is a nation with a lot of savings. History always tells us a contry with large savings should play the role for the world innovation because it can pay it a lot. Unfortunately, we do not see that happen in China. And we just can not see that happens in the USA now. The reason is simple, Americans are broken. What I mean here are those 80 percent ordinary American people. So we need American to keep on using the US-QEs until it solves the unemployment issue and lets all American people save a lot. Then we could depend on American people for the new innovation. It is pretty ironic, right? But that is the way it is. As China is still an underdeveloped nation, the catch-up-with-Jones effect does play its role. China can still perform those policies which has been implemented in America 50 or 60 years ago. The infrastructure, the media development, the communication, the electricity and clean water supply issue and the standard settings for its own people's healthy on foods and related ones are main drivers for the future growth of China. Of course, China will face an even higher unemployment issue, especially when China has seven million students graduate from colleges or universities each year hereafter. The Ch-QE is also a must-be-that-way policy when China faces the pressure of over-crowded population, not the population-dividend but a burden. It makes China not dare to stop using Ch-QEs now. The enormous savings of Chinese people do provide many opportunities on daily necessities. That is what the savings counts.

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Dear American people:

  Mr. Buffet always tries hard to convince us that this time is no difference. Do not always look at the nagative, try hard to look at the reality. The reality is the cash cow business is always and the foremost the great business that each one is eager to invest. The wise American people know that well and the wealth discrepancy can be shown from the perspective with different attitudes. The wise American people know how to use the leverage to create their own wealth. The wise Americans know how to grab the opportunity to become an even richer person. But it comes out another question which is how to make other people who are inferior or just could not have the chance to become the one who can be the joint force of this millionaire-creation train.

  Just as some people say that the only two things the America should do are (1)a better tax system and (2)a better healthcare system. The former one brings the chance to all Americans to be a millionaire just as Mr. Buffet and the latter one let everyone reduce their life burden and have a chance to deal with their own challenge. Every one could grab one's moment in lifetime. Of course, there will be some gains and some loses. But if people can grab the chance well, it just makes them rich. It is what those QEs and OTs mean, it brings a well-run system in front of all Americans and let people grab their own moments. 

  I think if Mr. Bernanke could stay for another term as the chairman of the Fed, it is welcomed by the whole world. The next term for Mr. Bernanke in the Fed may be a good idea as the USA right now faces the unsolved structural unemployment problem and the fiscal policy just has its limitation. Mr. Warren Buffet also recommends another term for Mr. Bernanke in the Fed. I support the idea as the monetary policy seems to be the only solution and the most powerful solution for the USA right now. I have mentioned the issue several months ago and hope Mr. Obama can let Mr. Bernanke stay in the Fed for another term. It is the best choice for the American people and it can resolve those disputes from all the people in the congress, the academics and the society these days.

  Mr. Buffet has mentioned a lot in his lately conversation in the Georgetown university with the CEO of BofA, Sep 19,2013. I think the most important issue this time may be the healthcare system. If you do not want to impose a new tax burden on the wealthy people. It is a good time to ask the wealthy people pay a little bit more for the national healthcare system. In our healthcare system in Taiwan, the employer has to pay a little bit more. The manager of private corporations and doctors also have to pay more. The fee payment of national healthcare system is preogressive with the personal job position and income.

  As the healthcare system is implemented on the usage of real Medicare or medical costs, it would not waste too much like other fiscal policies because the medical cost just can not be paid in advance. Each payment must have its own receipt. The issue of money wasting on medicare can be largely reduced by the well-run system which can be built on the experience of other nations. It also can largely reduce the life inequality between the wealthy people and the poor because each one in the society can use the system equally. If you have bad health, you just need to pay more. If you are in good condition, you can help people by paying a bill according to your job title and the range of income. When you get older, you will need others to help you. The healthcare system can really decrease the unfairness among different classes in the society. A good healthcare system can bring Americans to be a more united nation because every one can has one's fair share on the healthcare issue.

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Dear American people:

  Mr. Bernanke is a great chairman of the Fed in those years because he is so smart to let the yield of ten year treasuries rise to near 3 percent by using lips service only. The signal effect of the Fed is successful this time, strarted from the March 2013.

  The action also brings out a question is what is the most suitable level of the ten year US treasuries for the USA. Many researchers think the rate should be dynamically balanced for the situation of market. A too low yield may bring some information-asymmetric lousy investments which corporations may make or others may waste on investing, but a too high yield may increase the burden of hoemowners with heavy house mortgage debts. We need a balanced act at this time. The most important issue is that the unemployment rate is still high as American people try hard to adapt themselves into another IT and industrial revolutions.

  It is a cross road that Americans face some big jump lead or revolution about the way of living. The example of mainland China these years is to use the infrastructure to increase its domestic trade activities among Chinese people or others in the country. Building those high-speed railroads becomes a big adventure for the mailnland China when they take a larger burden of those debts in the balance sheet of mainland Chinese government. China ia a much lower developed nation. It does show those infrastructures bring a lot of opportunities for the nation which are lack of higher technologies on daily necessities and well-run financial markets. The lack of higher technology makes China need to import many important key parts such as engines for its manufacture of cars. The lack of well-run financial markets and the failure of USA in 2007-2008 let China feel that it is unnecessary to increase its financial service employment and development. But we also notice that China builds its 24-hours commodities exchanges for its commodities trading. The much lower developed financial market may be the part that the US can try to join or help the future development of China. 

  From the experience of China, The USA may need high-speed railroad system this time. The goal of high-speed railroad system of the US is to shorten the trading cost and to reduce commercial barrier between many important states or cities in the USA. The more traveling between big cities can also be brought out when the USA starts its high-speed railroad infrastructure. Of course it will have substitute effects for the airplane routes, but they can have different effects just like the old day replacement effects between the airplane flights and the traditional railroad transportations. But it brings new opportunities. Those expenditures brings an important question, if the USA can afford it this time when the US debt limit is reached AGAIN.

  All those things just show how vulnerable the USA could be. That is also the reason why the USA needs a stronger monetary policy. I know it sounds strange when we talk about the "vulnerable", which means people are so easy to be scared and panic. But it is not that definition for the wise Americans. For Mr. Warren Buffet, "the vulnerable" means "the opportunity", "the vulnerable" means that there is an enormous money-making chance. If people do know how to take those chances, put their fortunes on one stuff can bring an endless wealth-making process. That is for real. That is why Mr. Buffer always talks about that the US has the most well-function financial market which is nobody can deny. The system makes people feel alive and optimistic about their future. The system is so great that everyone is so eager to be the joint force. The negative thing now becomes the positive one as the wise American people know the pros and cons of its system and know, deep inside their heart, how to use the well-function system well as they wish maybe. It is the magic part of USA where the other nation can't reach.

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Dear American people:

  It is not a cross road Americans face the first time, but I still think it is a must-be-that-way for all Americans. It is the without-holding-back quantitative easing. In the first place, the goal of QE 1 is to provide the liquidity for the US financial markets and to raise those deep-underpriced financial securities, including stocks, bonds and other public traded ones. To make a good cycle and to rebuild the faith on those financial securities are the priority of QE 1. The OT(Operational Twist) and the QE 2 are for the US homeowner who tries hard to reduce one's burden and to have more money for saving and investing. To raise the property price is the first priority of the QE 2 which makes those deep-underpriced properties to show their true nature. I think every well-knowledged scholar can't deny those QEs do fulfill those goals, but those actions of QEs are not conventional and considered to be some shocking steps we have ever seen.

  From the consequence of mainland China QEs, we know the China-QE has some side effects which include the property prices bubble shown in big Chinese cities, higher necessities prices and the metal commodities chasing, such as gold and silver. Those actions are meant to preserve people's purchasing power. Those kinds of side effect are little found in the USA because the USA has many well-run financial markets. The USA has well-run markets of derivatives which can reduce unreasonably anomalies. Also, the USA is a country with a larger output of agricultural commodities and meats. The mainland China once had lacked enough pigs to feed its own people, causing the price of pork rise into the sky in 2011 and 2012. All those things has not shown in the States because America has a decent financial market where the Fed tries hard to protect. When the property price has stabilized in the USA, the property rising seems to be a big issue to the USA again.

  A higher property price brings a variety of issues to discuss. A higher property price can encourage American families to own their houses. But the higher property price may let people choose not to own a house but to rent one. That is the reason which makes scholars confused. The goal of QE 2 is to reduce the cost of owning a house and to stop the endless falling property prices(according to the Cass-Shiller index). The QE 2 does stop the free-falling of property prices, but unfortunately the goal is not to be fulfilled to let families own their own houses when the payroll is still low and the job market is still bad in the USA. Because the USA is a free market society, the mortgage rate rises with the yield of the US ten year treasuries may become a problem. Researchers do worry about it may let US families not want to own houses. The side effects of rising yield of US treasuries are (1)The wealthy people may choose to own the treasury bonds instead to invest in the stock or other financial instruments which can promote the employment of the USA, and (2)The higher yield of US treasury may increase the burden of still fragile American family's balance sheet which decreases their pruchasing powers and deters the employment of other Americans.

  Of course, it can not be deny that the rising yield of US treasuries can restore the bad investment decisions to the normal level which may stop some disasters. The higher cost of capital leads the society avoid those lousy investments that may lead to some big troubles like the Sharp corporation in Japan. It is the belief of the British society which thinks it should keep a higher treasury yield to keep those lousy investments away and to help those retired elder people have a decent life. It is not a wrong idea, but it may not be a right one for the deep-unemployed society of the USA.

  The Chinese-QE makes their property price in big cities go even higher. The reason behind is obvious. The mainland China does not have a well-run financial market to store its wealth. The rising property price does have several bad consequences to their middle class. The first one is the middle class has to rent a house. Paying a higher rent may make them have less money to save and investment for their future. The second one is if the middle class tries hard to own a house, it doesn't mean the house price will not go down in the future when the price of house doubles or even triples its value after those years. According to the situation they face, we know the same situation may happen in the USA. It may be a minor impact when Americans have well-run financial markets that is what the China lacks.

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Dear American people:

  From the experience of national healthcare system in Taiwan, our registration fee to see a doctor is around 3 to 5 US Dollar each time, and we have to pay the treatment fee and the medicine fee and other self-covered fee like other medicare treatment for which the healthcare organization would not pay. Those fees could be covered by the private insurance policy if you have ones. Of course, as the US has higher living standard, the registration fee may be as high as around 6 to 10 USD each time, and the coverage of national healthcare system may be trimmed to some specific diseases like cough or other non-hospital-stayed treatments. In our system, teeth watching is covered but the teeth replacement is not. And the hospital-stayed coverage is limited to the 2-persons or the 4-person room and each patient just could stay in the hospital no longer than 14 days. If you want to have single-person room, the partial fee is covered and the rest is self-covered. Beyond 14-days, the self-coverage must be applied. Therefore, the private insurance policy is still an essential for ordinary people. 

  We learn that the private insurance policy is more expensive in the USA than in our country which may be due to the sophisticated treatment or more expensive one even the service is the same between both nations. That is the reason why the Americans may need a national healthcare system. It comes to some issues lately in our country, like over-used ambulance, the fee unpayment of the poors and other information asymmetric problems between the hospital (or doctor) and patients (or patients' family members). We still work on ways to solve those issues. Also, we face the shortage of doctors, like obstetric and gybecology doctors, surgical doctors and other easy-to-be-sued categories as patients may have a lot of misunderstandings or the doctor just wants to earn a little bit more (so he asks the patient to do the unnecessary treatment). Those doctors in the above categories are aged and more than fifty precent doctors are above 60 in our country as new comers from the medical school do not want to choose those categories. It just shows the low payment of our doctors and nurses since our national healthcare system works more than a decade. That is what you need to know. Do not follow our system setting and try to avoid those problems we have NOW. This time our system is doomed to collapse by itself in 15 years. We try hard to replace it with a better one. But all the rising costs faces the issue of who pays it. It is still an open question. Doctors and nurses here are full of disappointments about our healthcare system. That is not the case you should try hard to follow.

  All those regulations need a process of trial-and-error, to be honest to say, which needs some costs for the system training. If you really hope the system can work as you wish, you have to think through a lot of issues and take other country's experiences as your baseline for consideration.      


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  習近平先生一個很奇怪的人,根據目前手邊的資料顯示他的個性很強硬,也很重視私人的關係,而且是個還算公道的人,只是目前看起來,習近平先生對於中國情勢與臺灣情況的掌握,似乎有非常大的誤解在其中!!

  首先,在中國西元2008年辦完奧運之後,因為中國花了非常多的錢,因此當時中國採用的是緊縮的財政與貨幣政策,原因在於必須將原來發出去的游資與人民幣回收,但因為歐美恰巧同步陷入金融風暴,外銷訂單大減,據報章雜誌的刊載,習近平先生在前往鄉下訪查時才赫然發現,中國陷入了通貨緊縮的情況,因此趕回北京,開始了中國式的QE,本人稱其為Ch-QE,這個QE遠比美國的QE 1早了一年左右,美國的QE是在Obama當選後的下一個年度才開始的!!這裡面見到了中國新領導人第一次的誤判形勢與修正!

  爾後,就比較少關於這個先生的消息,直到他以副主席的身分,去了美國紐約,當時感受到的是一個比較沉默的人,跟美國談了關於在Iran問題上中國跟美國的合作!直到他接班,很多人都去朝聖;很清楚地,在今年習先生應該又犯了一個對於臺灣情況的誤判,以為臺灣刻意讓服貿協定牛步化,其實是臺灣到現在還是沒有共識,但是中國很急,因為中國今年六月畢業了七百多萬的大學生,很多人至今都還沒有辦法上崗,因此中國希望透過跟臺灣進一步的貿易,解決境內失業的問題,只是臺灣擔心的是,會不會因為服貿協定,反倒產生更高的失業問題!而台灣的政治人物前往朝聖,可能又傳遞了不少錯誤的資訊,因此使得臺灣的政治人物,不得不在中國的面前展現很多事情,讓中國知道很多問題,片面用領導人來處理,在中國是可行的,但在臺灣,那是完全行不通的!!覺得這是習先生對於與臺灣服貿協定跟其他問題的第一次誤判,當然希望期待能夠見到習先生對於這個問題的修正!!


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馬先生您好:

  您該知道為什麼有人建議您"事緩則圓",但是您的龜毛個性又來了,只能對您直搖頭!當然知道您一定會在兩年半後準時下班,就此就不管國事與黨事!您將您以為的家醜外揚,如此一來等於是讓自己的黨有點丟臉,當然知道很多事情您總是有堅持,也總是用自己知道的方式來處理,比如奢侈稅,又比如消費券,當然知道您的想法是希望市場不要太過積極交易,所以推出奢侈稅,只可惜歐美市況不佳,大家當時都很害怕,而鄰國中國又拼命印鈔票,很多人拿到了人民幣總想拼命換成美元,但是拿到的美元又沒去處,只好又拿回臺灣堆房地產,所以奢侈稅只能減緩交易,但不能阻止!!又比如您當時發消費券,其實我是真的還蠻愛這個的,現在日子有點難過說,能不能再多發幾次??當然是玩笑話!!

  想跟您說的是,您的年紀也一大把,很多事情真的是"事緩則圓",王先生真的年紀大,很多時候他也有自己的生存原則,您是穿皮鞋出身的,他是穿草鞋出身的,很多事情總難是說誰對誰錯,因為只有這樣,王先生才能生存這麼久,他的同事坐牢的坐牢,槍擊的槍擊,逃亡的逃亡,說來下場都不太好,根據李敖先生的說法,王先生的性情真的有改很多,希望您能多看他的優點,或許能否看看是不是有甚麼轉圜餘地,人家不想失去K黨黨籍,能再次斟酌一下嗎?真的不太知道為什麼您年紀這麼一大把,還在堅持一些很好笑的事情,因為臺灣從來都不是這樣運行的,在您的世界之外,很多很多的事情真的不是這樣,沒有關說與請託,很多的事情是很難很難的,總是靠著人情的相互虧欠與相互幫助,才有很多很多事情能夠運行,說過您從沒到學校或社會上過班,很多時候過度堅持自己,可能最後只好自己離職,這是社會的現實!!所以,能不能就原諒王先生,或是用其他方式來看這件事情?

  人生在世,您可能還有二三十年要活著,總不能說到老了還是這樣,應該要轉轉個性,重新用不同的方式來看這個世界,您只是希望臺灣在您的管理之下,進步一點,再往前面一點,我想在這個前提之下,政通人和是很重要的,最重要的是如何讓法案通過,讓百姓有機會變成大富翁,讓百姓有機會發揮自己的才能,所以稍微替百姓低一點頭,主要是把事情做好,才是最重要的,才是優先該做的!!至於用何種方式,其實都是其次!!不要太堅持一些有的沒的,那會讓很多事情沒辦法達到大家期望的目標!

  為了國家,該達到的目標總得要達到,不管用甚麼方法,低頭拜託別人,是很重要的,也是您該學會的,一大把年紀了,不要像小朋友一樣,那樣您跟連老先生和宋先生,又有何區別?您希望的是兩岸的協定能夠通過,您希望的是跟新加坡與後續的國家能夠簽訂類似的協定,這是您的歷史定位,所以要肚量大一點,有時自嘲一下,或許很多事情真的就是"事緩則圓"!!

  我相信您跟王先生之間或許真的有不少的誤解,但是這一切都要靠您自己來解決才行!!要加油了!!我們跟對岸中國不同的地方,就在於我們重視人權,因此終於在民意的壓力之下,軍隊的司法權回到了正規的法院當中,終於在民意的壓力之下,很多很多以前認為的不合理之處都慢慢得到解決,大家好像忘記了軍隊的司法管轄權力,是在您的任內,剛剛不久才總算得到改變,而在此之間,您既被軍隊眷村的老伯伯責怪過於軟弱,區從民意,另一方面,您又被在軍隊死亡與受害者的家屬責怪,動作太慢,讓她們的心裡面的正義無法伸張,對於這些,沒人是瞎子,大家都見到了!!同樣地,對於公立大學與研究單位的教授特別費,也是處理到大家都很怨恨,反正牽扯到私人的利益,大家都覺得自己沒有錯誤,錯的都是別人,只要是覺得被礙著了,都以為那是不對的,自己才是對的,說來也是令人搖頭!!

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My Dear American fellows:

  My country, the Republic of China, the one you call it Taiwan, faces a big problem right now. I have to ask your help for this unresolved problem. All those years, I know the USA is a great nation which loves to help the innocent people all around the world. Now we need it. I really hope Americans can help us on this unresolved issue.

  Our Dean of Legislature Yuan, Mr. Wang Jing-Pin(王金平先生), accidently broke the law and asked the Minister of Justice not to recharge a specific law case. Based on this reason, his duty is relieved by our president, Mr. Ma Ying-Jeou, as Mr. Wang who was annominated by the Kuomintang(KMT). Our president, Mr. Ma, thought that Mr. Wang broke the law and used the power of the Dean, the Legislature Yuan, to ask the Minister of Justice not to charge a suspect, Mr. Ker Chien-ming(柯建銘先生), also a lawmaker of another party, the Democreatic Progressive Party (DPP). Mr. Ma thought what Mr. Wang and Mr. Ker did seriously damages our law system. Our president asked the Dean of Legislature Yuan, Mr. Wang Jing-Pin(王金平先生), to resign from his position. Unfortunately, he refused to do that. Our president, Mr. Ma Ying-jeou, had to removed Mr. Wang's party memebership which also caused the Dean lose his seat in our congress, the Legislature Yuan. Mr. Wang's seat is nominated by the KMT and the reason he can get the seat according to the total votes of our people calculated from the whole nation. As the Kunimtang(KMT) revoked his party membership, the once Dean, Mr. Wang Jing-Pin (王金平先生), lost his party membership and his seat in our Legislature Yuan. Mr. Wang also lost the title, the Dean of the Legislature Yuan. His seat losing was also reclaimed by our Central Election Commission. Mr. Wang was no longer our congressman anymore, but many people think the other way.

  Mr. Wang didn't want to surrender to the fact, he filed a lawsuit to the court to reclaim his party membership even he already lost the seat the day before yesterday. And he also used his people in the Legislature Yuan to delay the process of his own seat revocation. Mr. Wang chose not to leave his office. 

  My Dear American people, our country is in a jeopardy right now. Our country has faced a difficult situation. It may make our Legislature Yuan stop working on the law-making as each one wishes. I urge you to give us a big hand because our leaders do not know how to solve this conflict between our president and the dean of Legislature Yuan. Poeple's selfishness may cause our nation not to have the trade agreement with Mainland China passed in time. It also delay the further talk with the Singapore. It will let the world investors investing heavily in our nation to have a tremendous loss. I have to ask your help for the resolution of this situation.

  Could you send a group of people here to resolve our constitutional crisis? Mr. Wang had lost his seat in our congress, the Legislature Yuan, but he didn't want to leave. We need your help on this issue as the USA is the stronger supporter of our nation. We learn our democracy from the USA. We need your help badly. I am begging you to help us now.

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  近來在T臺有一個節目談的是中國大陸的企業來臺的實況,坦白說,有點驚訝地發現很多的觀察跟上一篇文章談服貿協定的分析是完全相近的,這點其實從美國跟歐洲的經驗來看也是相符合的;因為臺灣是一個比較小的經濟體,而臺灣的物價相對於中國是非常昂貴的,這點就跟在臺灣住在臺北市的同胞,坐了好久的飛機到美國紐約去觀光的情境是相同的;因此當我們開始要去想像中國大陸要來臺灣賺臺灣百姓錢的場景,其情境就能用一個住在臺北市想去美國紐約掏金的想法,美國缺的是高品質的人才,缺的是醫生,缺的是很精熟的經濟學家,缺的是很老練的資料分析者,缺的是很有經驗的商人,缺得是能夠教育美國人正確經濟與諸多觀念的好老師,能夠販賣適當的服務與知識給特定人的商人,這是一個以服務業掛帥的國家都能見到的場景;相對上臺灣本地對於中國來說,其實也是相近的道理,除了是做出口臺灣的菸酒或是食品到中國去的陸商或陸資,其實很多大陸企業來臺灣想賺的一定也是服務業的錢;那些是他們能來本地的,乍看之下其實不少,以中國大陸相當興盛的國外就學補習產業做為例子,光是TOEFL,GMAT, GRE,這些都是中國大陸可能也可以替臺灣百姓服務的產業,因為中國自身的需求就很大,到本地開分店的邊際生產成本與邊際固定成本都是接近於零的,只是除了服務原來十數萬人的中國學生之外,另外再服務不超過兩三千個臺灣的學生,對這些公司應該是綽綽有餘,而且收的補習費用一定比較高!另外就是通訊與電信產業,很多中國的網路公司,特別是有到美國Nasdaq上市的QQ等企業,跟未來要去美國Nasdaq上市的阿里巴巴(Alibaba)等中國企業,其實都已經在臺灣出現,網路服務其實需要的只是有特定分公司與特定接電話跟網路服務的人,網路主機的管理都還是在中國大陸裡面進行,美商過往的經驗顯示,其大中華區的Call center會說中文的服務,大概都已經將據點搬到上海,而且早已長達五六年之久,在臺灣當您打電話給HP,除了臺灣自身的服務廠商之外,可能接電話與替您做軟件引導服務的都已經是中國大陸的人,從這點知道兩岸簽不簽服貿協定,其實都已經是不可逆的事情!!只是很多高價的服務,最終一定還是要聘臺灣人來做服務,您總不會期望教您的老師說的國語聽起來很奇怪吧?除非這個老師從頭到尾上課都是用英文!!

  簡單的說,中國企業要來臺灣賺到大錢,只有服務業的產值是比較高的,因為製造業跟其他產業的競爭已經是非常激烈,中國企業要能分一杯羹,還得繳很多很多的學費才行,還記得光是日本企業的啤酒廠商,最後能夠在本地生根成長的,大概也只剩下北海道札幌的那家,因此本地服務業裡面需求量小但客戶要求高的特質,中國企業不見得能夠提供這樣的服務,本地的消費者這十幾年下來已經被訓練到懂得保護自己的權益,對於中國的服務廠商其實是不小的壓力,也因此要在中國廠商要在臺灣賺到錢,並非易事!外加臺灣老百姓也很聰明,不太會說台語或是說起普通話腔調很奇怪的人,其實不太可能賺得到非常高價值的服務產值,因此中國的企業必須雇用本地勞工來賺這些錢,才可能有高產值,這已經是不爭的事情!!由此看來,有的服貿議題是假議題,只是有的卻也是真的,這點可能都還需要一項一項逐項來分析才行!

  這些那些都說明,馬政府如果早已偷偷開放對岸企業來臺,那臺灣百姓該要求的,早就不是開不開放與否,因為中國大陸早就用外商的名義來臺灣投資,臺灣該做的只有盡可能要求經濟部,提供百姓所有關於陸資在臺灣的經營實況與實際資訊,而且將其完全公開在網站上面,任何人都能夠查閱且每個月都要進行資料更新!我們唯一能做的只有請求政府盡量讓資訊公開透明化,老百姓也能自己決定要不要跟這些廠商往來!

  總的來說,臺商去中國投資金額已經高達至少一千一百億美元以上,大約是新台幣三兆三千億元以上,但中國來臺灣的投資至今據本地商業周刊的報導只有七億美金,大約是台幣兩百一十億左右,彼此相差太過懸殊;臺灣百姓要決定的是,如果是中國高幹子弟來臺灣藏錢,藉做生意的名義來買房地產與投資,那我們是不該阻止的,因為那對臺灣可說是經濟與各方面的天然防衛!當然如果怕它們過度炒作房地產,那我們的奢侈稅條例就該修改成連外商與外人的短期房地產的投資都該列入管理,對於中國大陸的資金來台,唯一能做的只有不斷提高其透明度,並且進行相關更嚴格的管理,一來能夠保護這些來臺貴客的財產安全,再者也能讓百姓知道,連中國太子黨都來了,臺灣應該沒甚麼很不安全的理由吧!!

  特別的是,很多中國大陸企業都選擇在美國的Nasdaq或是其他金融交易所上市,一但上市成功,這些中國大陸企業就可能以美國的分公司名義來臺灣投資,如此他們的身分就不再是陸資,而是美商,由此看來,要刻意區隔大陸企業與其他國家企業的投資是非常困難的,這點已經不是要不要用服不服貿協定就能禁止的,那已是正在發生的事實!!

  有人以為讓共產黨來炒作臺灣的土地跟房地產是不好的,其實我是不太喜歡回嘴,只是這裡面透露出眾人對目前政府的不信任,難道我們沒有制度??其實臺灣的股市交易透明度是很高的!!有人以為臺灣連自身的內線交易都無法控制,如何抑制中國大陸同胞來臺炒房,其實會來與能來的都已經來了;您提到的內線交易問題,可能國民黨跟民進黨的人士都多有所參與,之前大家不是還在質疑連家是否有涉入內線交易?臺灣不是向來自許為先進國家,為什麼我們對於內線交易是不敢法辦的?照道理說,內線交易在臺灣都是有法律可循的,因此本來就有法律的機制能夠制裁這些人,只是過往很多"臺灣的經驗"顯示因為內線交易的人多是有權或是有勢的人,他們或者透過金錢或者透過權勢替自己開罪,很多都是跟民進黨跟國民黨的股市立委有關,之前不是說國民黨內有某個縣市長的家人開了一家公司,大家都在傳言這個縣市長以後會飛黃騰達,因此那家公司的股價就沒來由的暴漲好幾天,而且那家公司其實基本面根本沒有甚麼大變動.這裡面只說明了臺灣的制度有,但是執行面做的不好,甚至大家對於臺灣的司法信任度也很低,那跟是不是中國大陸人士來台炒作股市與否,關係並不直接,因為那個人也可以是香港人,也可以是中東人士,也可以是美國人,之前不就有在臺灣酒駕撞死人,然後跑到英國去躲起來的印度人士,歸根究底還是我們的法律執行不佳,跟誰來買賣股票無關!

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  臺灣的學術發展,其實大多都是直接將海外已經發展過的內容與論文題材,加以修改,然後再透過請人幫忙潤飾英文,最終才完成發表與投稿的準備程序,很多臺灣獨有的金融議題,一直都不是很有人去著墨,臺灣的金融產業,其實與中國,美國,日本和歐洲都不盡相同,中國是大型國銀金融機構,美國是私有掛帥的大型金融機構,日本也是走向私有且大型化,而歐洲則是國有銀行與工會影響的綜合體,但是臺灣不是的!!回頭看,臺灣在李老先生時代曾經發生過金融風暴,爾後在陳先生的金融合併主導下,也曾遭受過外來的金融風暴襲擊,爾後因為金融監理的日趨嚴格,以及銀行中小型化當道,反倒使得本地要發生自身金融風暴的可能性越來越低,外加對於存放款與自身資本準備和流動性準備的要求越來越嚴格,以及股東對於ROE,ROA,RAROC等要求的增加,其實本地金融監理的要求是越來越高的,除了要求金融機構要有獨立董事制度,又或者就是成立內部自我監控的常設組織,這些都是本地公司法的基本內涵!!

  只是為了海外發表,或許是因為語文能力的關係,總很少人有能力將這些細節陳述的很有趣,因此也很少引起國外的注意,這是臺灣很可惜的地方,從這裡也不難看出,臺灣過往的海外學術發表都是有範本的照著拷貝,一但失去了範本,要完全原創與自行發展,就捉襟見肘,總覺得好多臺灣常發表的國際期刊,特別是商管類的學者,其作品都有國外期刊常發表學者的影子在背後,原諒這麼說,但那真的是事實!!

  最慘的地方是,很多美國名校回來的博士,在個人的接觸過程當中,相較於美國比較後面學校畢業的博士,不會教書的比例是遠比會教書的比例來得高許多,很多名校回來的老師都坦承教書是需要學習與練習的,因此備課是很重要的一件事情,但是很不幸的,很多人都沒有很仔細與細心去備課,常覺得不太知道這些人在做甚麼,很多時候常見的是張飛打岳飛,常有人覺得美國名校回來的博士感覺上比較不會教書,當然研究又另當別論,或者因為名校畢業相對上比較有人脈,因此可能在發表論文上面有點便宜可以佔,只是不少很多名校回來的博士,既不會教書,也不會做研究,其比例真的是不低!!

  總以為還是先將課備好,先將書教好來,慢慢一點一滴累積經驗,時間久了自然知道哪些研究是可以做的,哪些研究其實是浪費時間的事情,這樣總比連書都教不好,不但培養不出幾個很棒的學生,到最後書也沒教好,研究也不會做,如此看來先將書教好,感覺上是比較踏實的!!


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  不是很支持服貿協定的原因,擔心的倒不是對岸來不來,臺灣的市場很小,因此對岸要來的原因必有其政治目的,要不就是掌握台灣媒體的發言權,所以希望藉此能夠對於臺灣老百姓的視與聽有一定的影響力,要不就是希望透過來臺灣做一些能夠影響臺灣百姓生活甚至是蒐集臺灣相關中國需要的情報之類的事情;簡單的說,當中國要來臺灣的目標,真的不在賺不賺錢,因為大家都知道中國的媒體與諸多相關事業,相對上只是因為屬於國營企業,所以資源豐富,但文化的內涵與深度,並不如臺灣小眾文化所累積的多元,相對上要應付這麼多不同的小眾,中國來臺灣勢必是要賠錢的,只是如果對岸擺明就不是為了賺錢而來,只是希望能夠達到它特定的目的,那對臺灣百姓來說就是場大災難!

  因為中國累積了四兆美元以上的外匯準備可能根本無需動用,在兩岸已經簽定金融機構互設之後,中國只要不斷印人民幣來臺灣換新臺幣就好,此時本地的經濟與政治都會越來越受到中國的制約,很坦白的說,那不是眾人所樂見,因為那對臺灣的自由跟民主會有一定程度的制約性!!當然知道馬先生承受了非常大的對岸壓力,只是想跟馬政府稍微提一下的是,美方的立場卻是恰恰相反的,臺灣的民主政治跟美國是相近的,如果老百姓真的不想這樣的服貿協定,那馬政府該做的就是重簽與重談,當然可能一重談就又是好多好多年,甚至原來有的好條件都消失,只是想提醒馬先生的是,重談對兩岸不見得是不好的,原因就由後面的分析慢慢來說:

  (1)中國加入WTO是用未開發國家的名義來談加入條件,在很多方面是佔盡便宜的,而西方急於打開中國的市場,希望透過這樣的方式讓中國成為國際社會的一員,甚至期待中國能夠慢慢變成比較文明的國家,這是無庸置疑的事情;但也因為這樣,使得兩岸在談很多事情的時候,明明對岸就是比較有資源與佔盡優勢的,但談判時好像變成我們因為是比較先進的國家,所以表面上看起來好像中國在讓步,但那是錯的,這是從西方的觀點來看這件事情的謬誤!

  (2)當兩岸服貿協定,感覺上好像已經超越了中國在WTO所承諾其他國家的同時,其實臺灣犯了一個邏輯上面很明顯的錯誤,那就是西方這麼積極跟中國做生意的此時,其實西方的很多產業,早已經在中國的市場裡面有其一席之地,但是臺灣的產業其實沒有比中國先進多少,因此反倒是被磁吸!!而臺灣跟中國,相對於世界其他地方唯一不同的地方是,兩邊的語言比較沒有隔閡,甚至平心而論,對岸如果想要了解我們的文字,其實想了解的人早就了解,同樣地,我們要能讀懂簡體字並非難事;這也是臺灣同胞最擔心的地方,擔心的正是文化上的入侵中國對臺灣的制約!!

  (3)在臺灣的電視上,很多臺灣跟中國有關或無關聯的學者專家,根本就不敢直接談與中國不友善的事情,原因就怕中國那端也能收看到這些節目,以後去中國就很難再說甚麼,從這裡就能知道臺灣有多麼害怕中國無形的壓力,當然知道這也是馬政府所擔心的,擔心跟中國在服貿協定這個部分無法交代!只是必須跟馬先生說的是,西方跟中國並沒有同語言的問題,因此西方本來就不會在意關於文化入侵的問題,德國人根本不害怕中國會用他們的報章雜誌對德國人洗腦,美國人也是,臺灣人卻是非常害怕的!!因此這一塊不會有西方人替我們出面去談,而這一方面也是我們該堅持兩岸永遠都不能談的部分!!所以馬先生開放印刷等相關產業,絕對是件錯事!!

  (4)中國對臺灣永遠都是給小利但換大利走,臺灣的生活水準早就因為跟中國交往密切而出現低薪化的現象,馬政府不能也不該否認臺灣很多產業的低薪化跟中國是脫離不了關係的,畢竟臺灣的製造業空洞化跟移往中國生產是這幾十年以來一直都在發生的事情;而馬政府不願意跟南韓一般,堅定支持本地的諸多產業,如同當初南韓拼命支持過往快倒閉的Hynix,直到目前Hynix佔全世界Dram市佔率百分之三十以上,一直都是馬政府被以為是懲罰當初偏向民進黨這些產業領袖的主要原因;或許馬政府原來無此本意,只是害怕產品沒有出海口,但是確實讓人見到這樣的結果,當然馬政府害怕本地很多產業跟日本的Sharp與Panasonic等企業今日的情境,因此不願出手幫忙,或許也是原因之一;只是本地很多老百姓一直希望政府能夠多補助本地企業,即便不賺錢,但百姓現在能夠有口飯吃,即便最終是沒甚麼獲利,甚至最終這些產業還是一點一點的死掉,最後債留台灣金融產業政府後代子孫,但對於這些,臺灣百姓都該欣然接受,因為大家是命運共同體,要死也要一起死掉,馬政府不該只是放任這些產業死掉,這也是臺灣不少人的以為,因此這些人是更加反對服貿協定的!!??坦白說,那樣或許不見得是聰明的選擇就是了!馬政府一直希望能夠提供百姓另一個選擇,那就是兩岸在經濟上面是更加統合的,只是這對臺灣百姓來說,短期上面是充滿著很多很多的傷害的,長期會不會有利,還得看對岸到底可不可能變得比較文明與不野蠻!!

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Dear American People:

  Now you have to face the fiercely competition of Chinese cell phone companies or brands in CHINA, especially the one that is called XiaoMi 3. It uses the software of Miui V5 that is not Android or Microsoft one. XiaoMi starts its phone from the software perspective. So it can be largely extend its system with the hardware it wants. It will not be restrained by the software designed from the Android or other platform. The most important part is XiaoMi uses the Sharp screen and it also uses the latest version of Qualcomm CPU, and it also use the design to save its energy. It has the latest power management by using the other CPU to reach that. It also combine the idea of Nokia Lumia but it is much better than the previous one.

  Apple faces the not-equal competition just like other US companies in China. You know in China, you can not use Facebook or Google. You have to use Alibaba and Baidu. That is the reason why the e-commerce in China has its own way to work on. The most important issue is the advantage ot those US companies can not be used by people in China. They are trained to use Baidu and other service provided by China owm companies. It will be a big discrepancy for the Apple to get into the market of mainland China.

  I think the strategy of Apple has to change with this new situation. And the most important one is to consider develop some software that is specific designed for Chinese people in the mainland. It has to create an feeling of intimacy. It has to create some sort of fans who love to use iPhone 5c. It has to motivate people in China love to use Apple's cell phone to communicate with the one who also has the Apple's iPhone. The Apple has to design several softwares that can be used between all Apple's cell phone without any further costs which can draw great attetion of Chinese people in China. The iPhone 5c needs some good functions which can target the user habit of Chinese people in China. So it can compete with XiaoMi's own system Miui v5. The design of XiaoMi 3 is a breakthrough, people in China think it can be a great threat to Samsung as it does increase its popularity these days. So it will be a big threat to the latest unrevealed iPhone 5c. In the old saying of our wisdom ancient Chinese, "if you can not fight against your enemy, the fitst thing you should do is try to follow same steps your competitors do. Then try hard to have your own strategy that shows your true nature which can drag the eyeballs  of those ones who can afford the product." Watch out, XiaoMi may be the next Nokia somehow. XiaoMi will succeed to have its place and even greater market shares in China.


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Dear American people:

  This time is no difference. The failure of Vietnam War is due to the selfishness of South Vietnam people. So is the Iraq and the Afganistan. I think the issue of Syria is not that different. The world is a cold blood place, even American people are with warm hearts. It does not change the world that much. Don't feel pity for yourself. Do not regret those silly wars. It just happens because American people are naive and with warm hearts. Children in Syria are suffered. People are weeping and women are crying. It is absolutely true that we still cage our souls in the deep dark world. Russia wants to sell their weapons to Syria, so does Red China. They have their benefits or interest there. Think about it, if American people borrow a lot of money in order to attack Syria, what will happen? Russia may use the money earned from the weapon selling to Syria and invest it in your treasury bonds and get those interest payments (which comes from American tax payers). So is China. This time is no difference.

 People think American just demonize the leader of Syria government. I have to remind you it just can not be done on one man's hand. There is an interested group that wants to keep their power and interest forever THERE. So how could you face that when you only try to remove the regime? The situations of Afganistan and Iraq tell us, it is just not the issue of who is in charge but how to have a peace in those countries. Democracy seems to be a stange word to Arab. I do know people may say that "Hey! You! Mind your own business!" But it is a pretty silly thing to see those happen again.

  There is an old saying in our wisdom ancient Chienese:"If you want to make someone a great general, give him/her a lot of wars to prove it. And there will be a lot of soldiers die for the general to show how greatness he/she is." I think this time is no difference that American people just try hard to have their own hero of the war AGAIN. But deep inside, you should ask yourself a question:"How come I pay so much to make a great general who seems to be irrelevant to my daily life? Just because I feel pity for Syria people? But they may get even worse hereafter as those things happen in Iraq NOW." There may be a lot of endless violences after the USA removes the regime. The situations of Afganistan and Iraq may happen in Syria, too. So we will face that..children are crying, women are weeping and men are just dying. 

  It seems to be the question that American people have to ask themselves: "Will American people want to occupy Syria until they have their decent peace or democracy just like Iraq and Afganistan?" What will happen if American people can not afford that? What will happen if American people get tired to be the world police? These days you just want to leave out Afganistan and Iraq without any reasons, right? We all know that the democracy has not been deep rooted in the world of Arab. They do not know the true meaning behind that the democracy is a form of debate without killing each other. American people always debate about some issues, always have different angles about a lot of things. But you will not kill each other by using forces, weapons,or even the gas. You debate and argue with each other and reach the consensus. We learn those kind of things has not happened in the world of Arab, especially from the lesson of Egypt. It just doesn't work that way.

  An alternative way may lie on how to let Syria to be a more civilized nation. That is what you should do. To teach the leader how to be a great leader without using that terrible ways to treat its own people. Or you should make sure the force used against the regime will not create Syria to be another Iraq or Afganistan. People are still dying and crying there, Iraq and Afganistan, EACH DAY.

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