經濟,財務,統計學,數理科學與政治評論

Dear American:
  Now Mr. Trump is suggesting a greater tax cut for the middle class. People say the tax cut would accompany with a smaller social safety net. It means lower college education tuition help, lower food stamp help and lower other kinds of help.
  It is a much harder choice when the wealth discrepancy is behind imagination. The top 1% American households own more than 50% of total wealth of the US. The top 10% American households own more than 80% of total wealth of the US. the bottom half American households only own not much. It is a tragedy. It makes people feel sad to say those QEs bring more harm than good to the US. Those things get worse, not better, after those policies.
  Trump's wealthy people  tax cut brings money home. People may question if a much valuable currency of US dollar hurting the export and help more imports from other countries. People talk about those import goods would not be produced in the US anymore. Everyone talks about that the replacement of China exporting to the US just brings other countries to export more to the US. The manufacturing jobs are hard to recover in the US is what they say. The American dream seems to be impossible when the wealth discrepancy is too large  making ordinary Americans need cheaper goods to consume. Ordinary Americans could not afford those goods made in the USA forever.

Dear American people:
  It is so glad to hear from the latest news that the US defeats the ISIS again. The latest focus is all around the Fed's action. To be honest, I think Mr. Powell does a good job. Now the US faces the crisis of mid to small business could not go on as people wishes. The mid to small cap stocks could not go much higher as the large cap stocks do. So do those small or mid-sized financial institutions. It makes people wonder what's going on there. The faith of whole world investors seems to be terrified from the illiquidity of those financial products. Small and mid-sized banks or financial institutions get nowhere when they try hard to monetize their loans and pack them in to some leveraged loan products which seems to get a much discount these days. The short term liquidity is challenged from the financial market when everyone is watching what will the Fed do to this situation.
  We need American people help the small and mid-sized business to go on. We need the Fed to help those small and mid-sized finiancial institutions to have a life. We need American people realize that the small and mid sized business is in jeopardy in the US. We need the whole world investors to help small and mid-sized businiess to survive.
 

Dear American fellows and Trump:
  It is time to go your own way without the world, especially China. China is irrelevant to the US now. Americans should have determination that China plays a role to supply cheaper goods for years but others could do the same thing for the US. Lift the US bond yield for God's sake, please. The US bond yield is too low, It will jeopardize the US financial market.
  The world is sucked into a world with negative bond yield. Do not let it happen in the US, please. Please do not hurt yourself into a world with negative bond yield, especially the US Treasuries. I know Americans are in pain that those bonds are with heavy burden of interest payments. I know lots Americans already know they choose the wrong guy to be the president to leave more than trillions of US government debt to the society. It is not the time to look back. Americans should look forward and move on.
  No matter what the world says about Mr. Trump and the US. Americans should go on your own way to have a life than others. Mr. Trump seems not to understand the economics well that most emerging markets are in a process of lowering rate. We see a larger depreciation of RMB, Korean Won and other emerging market currencies. Americans should be brave enough to face this crazy world. The world is a world of communism NOW, not the socialism. Stock market could go lower to find its own equlibrium. The consequence is we look forward to see some growth hereafter. I know the US Treasury thinks the bond interest payments are too much compared with Germany Bund and other advanced economies. It is a way of the US, Americans are proud to be a capitalism country, to have a supply-demand economy. To keep the system well function is a proud thing, Americans should work together to resolve the healthcare problem, not let the hospital asking too much money from American people. The US congress should have some laws to help restore the overpriced, maybe some greedy, healthcare system. The market should be regulated in some way to help Americans have some money to help other industries grow.

Dear Mr. Trump:
  Now the US is on the cross road to the economic booming years. On the surface everything is fine, but on the bottom of iceberg there are so many risks hidden in the US financial system. Maybe we could find something from reading a new book written by Bridgewater's R. Dalio. The name of book is Principles for Navigating Big Debt Crises. I have to confess that I have many different viewpoints with the book. In the latest 2008 case, I am totally disagree with Mr. Dalio's statement. I don't think the US governement does the right thing at the time. On the contrary, I believe the US government should follow the 1930's path to slowly adjust the US economy in order not to take more than 10 trillion US dollar government debt burden. It is a wromg deed from my viewpoint. But it is still a very important book for the guideline of US lately. It provides many things to think through and see through from the history. Even the Fed's leader, Mr. Powell, should read the book carefully. Now, we have to face the truly risks embedded in the US financial system with those overissuing bonds, stocks and other derivatives. The price of financial instruments is all much higher. It is time to face and deal with.
  The history may reveal its the obvious rediculous events over and over, but human should recognize those similar templates in order to avoid them with different tools and carefully acts. So does Mr. Trump with his team to run the US central government. It is time to face the hidden risks after ten years booming with several debt overissuing.

Dear American people:
  It is a critical moment to rethink the relationship among the US and other nations in Central & South America. Without the trade between the US and China (PROC), every American should know that the falling of US techonology corporations may be inevitable. The reason is simple. The Red China really knows what it wants from the US. Red China wants the US technology to develop its own nation in a deeper way. The industrious Chinese is no one could deny or replace. Chinese could bear a lot of pain to have the goal get reached. The tradition could be found from other Asia countries like Taiwan and South Korea. Taiwanese could endure a lot of pain to have a much more happiness life then after. It is the reason why Chinese in the Red China love to spend lots of money to have the US technology. The deeper reason is to transform Red China into a technology super-power.
  A lot of people outside the US may think the possibility that the US to stop the rising of Red China is a totally waste of time. People in the Red China would take every means to get what they want. Unless Mr. Trump starts to change his mind on the relationship with other nations in the continent of America. To be honest, we still believe the US needs to rebuild the whole supply chain in its own land. If that is not possible, then the US should ask itself a serious question - where is the second base of manufacturing? Taiwan, South Korea and Japan could be important middle goods manufacturing houses. But the US still lacks a second base to assemble those goods with cheaper labor. It makes the tariff of US on Red China hurting its own technology industry. If there is no second base or third base for those manufacturing, the the US should ask if those things could be automatic manufacturing in its own land. If the answer is still to be no. Then the US should ask itself further. Where is the next manufacturing place to have more US techonology goods exported?
  My suggestion is central & south America. They still have cheaper labor. Of course, we know those people in Red China could bear lots of pain no other species could have. If lots of goods manufacturing could be resolved from automatic machine, then Americans should ask if those nations in the central America or the south America may be a second base or third base of final goods manufacturing. Also, if those nations could be export places for US technology? 

Dear American people:
  We got problems here. The only way American could help is to create an even larger pool for the accomodation of US dollars backing home. What people want is a higher yield rate for the US Treasuries to accomodate an even larger infolw of US dollar or to have even larger pools of international currencies, including British pound, Euro, Swiss Franc and other freely convertible currencies.
  Now we face the choice of death or alive, a road to freedom or the other. We need American people help the world to be a better place. We also hope Americans could open eyes to see the truth that people could not trust a nation with no freedom.
The first scerario.

Dear Americans:
  Finally, American people are not getting themselves drunk but keeping sober this time. The latest news that the 2018 Q2 has 4.1% growth rate is not a miracle, but is expected to show the capitalism prevails. And people have to say that it is not enough when the participation rate has not reached the historical average for a long time in s sustainable way. It is not enough when the unemployment rate is from 3.8% to 4% where there are lots of American graduates wanting a job for life. It is not enough when China has created many new departments in their universities and colleges to study the artificial intelligent and big data for transportation, ecommerce, and every field in the daily life. The US has to work harder on new thoughts and create more miracles. It is not enough!

Dear American people:
  It is a decison about to live or die. Bring the manufacturing jobs home with new innovation is a must be today. From the history, we know electronic garbages are full of the world. Most of them are created from the United States and the most of those garbages are all made in China.
  Americans should find a way to change the life style of used-to-be, making it better and let bygone be bygone. Figure out how to reduce electronic garbages with useful recycling is a have to do. In the old days, Americans used to ship those garbages to Africa or China and pretend it doesn't exist. It must be changed from today. Manufacturing jobs should be reconsiderd to stay in the US with a new form. American people should know something new to cope with those useless disposed electronics garbage. American people should find a way or create a new industry to deal with electronic wastes. Or Americans should consider how to stop consuming those goods for good.