經濟,財務,統計學,數理科學與政治評論

Dear American people:
  Your president election is over. It is your decision. I respect that. I hope you make a right choice. It is the end. The subcategory,美國的轉變, is coming to the end. Good morning, Good evening and Goodbye.
  In case you don't see me, Wish you all the best.
 

Dear American people:
  I have to remind you there is always an end of the story and no more sequels. People with experience on investment do follow the principle of buying low and selling high. That is the rule for making money. That is the rule to give people hope. Glencore is up more than you know. A lot of mining companies do have some confidence that the worst is over. The rule seems to work well for stock markets and for those companies.
 When there is dark coming, after that, we will see the sunlight. I have said that we still wait for another five million full-time jobs be created from the United States. Now we expect a lower unemployment rate for European nations if we keep the faith that Euro and Pound will not suddenly appreciate a lot. Inflation seems to be an inevitable thing for people living in the British and the Euro area. It is the thing they need for higher inflation and lower debt burden. Forgive me to be bold to say people all around the world should give sunlight to the Euro area this time. Especially those ones invest heavily in the Euro area who should look more carefully to what I write....
  Give the Euro area and the Britian a decent inflation rate. From that, they can feel relieved and have some hope to the future.

Dear American people:
  It is time to stay away from the politics and get back to work. Remeber to cast you ballot, that is all. I can feel that Mr. Trump is an old man with loneliness inside because he always tries to say something make you surprise. He may be right that American politicians are a bunch of people who do care about how to get re-elected but care less about American people. If it is that way, it just shows how ridiculous your political system can be.
  Mr. Trump is not a bad guy. Indeed he makes people feel frightened sometimes. A change hand of authority from one party to another is a regular thing for the U.S. But people seems to worry about what Mr. Trump will do if he get elected. I guess the whole story still focuses on the Wall Street. Mr. Trump may do whatever he wants to jail those people.

Dear American people:
  You should not be surprised to the wealthy American people pay hardly any taxes for nearly two decades.  American  people should be familiar with the story that Mr. Buffett's secretary pays more taxes than Mr. Buffett each year for at least 10  to 15 years. I have to remind you that Mr. Trump is the 1% percent. I also doubt that how come the 99% worship the 1% that much. Wealthy Americans could use the tax-loss shield to help themselves. But ordinary American people have to live on the subsidy of government during the financial crisis after 2008. A lot of tax deductibles can be applied on the wealthy's book. It is nothing but a normal situation Americans face.

Dear American people:
  The financial crisis of 2008 starts from the United States and makes the US government begin the world's most remembered self-salvation, the quantitative easing(QE). It brings more than 18 trillion debt to the US society. It brings more good than harm to the world. It restores the faith at the expense of whole American people(because of 18 trillions debt). It reminds us that the Uniterd States has some impact to the world in the science, the finance and the economy. What can you do? Your higher education people want to have a better life at the expense og whole American people. Those investment bankers all have great education. But they are crazy enough to destroy your financial system.
  The whole world seems to forgive nothing to those things done by Americans for many years. The world seems not to forget those great evils we encounter to those investment banking activities. We see the meltdown of Lehman Brothers. We see a lot of financial institutions try hard to retreat from financial markets for no reason but only due to the fear inside their hearts and minds lately. We see a lot of people just can not come back to have their decent lifes ever. It is the reason why Mr. Trump is rising. Don't forget, Mr. Trump is the one of 1%, but he gets respect from those depressed 99% in the US. It is a bizarre world when people have conflicts inside. The 99% white American male seems to worship the 1% with golden hair. It does trouble me.

Dear American people:
  It is time for the Fed to raise rate sooner than later. It is time to show the world that the US is resilient compared with others. It is time to raise rate to prevent the disaster of long-term lower rate environment.
  Dear American fellows, I do have pride inside. I am proud to be a Taiwanese, also a Chinese - an ancient Chinese with sophisticated characters writing. I am grateful to my American lecturers bring the fire to me, showing me what the science is.

Dear American people:
  Lately, the USA does need new infrastructure programs. The USA needs some new scientific projects to renovate its technology. It will be expensive. But it is a have-to-be. Now, the US is standing on the crossroad. Which way to go is undecided. To elaborate intelligent American educated people must use some projects with intelligent-intense high technology.
  I have to remind you that the student loan in the US is much higher than 1.2 trillion US dollar. To reduce the student loan level is to give those graduates a higher paid job. New technology or new research is a must-be. To use those people's brainpower and give them a higer payroll is a way to create value and reduce debt.
  Do not trap yourself in the past. Don't worry about those things that already happened or those things that may or may not happen. Move on to get the thing while you can. Just bring a new evolution to the US.

Dear American people:
  I have to urge you keep the faith on everything when we do stand on a higher ground of stock market. Yes, the p/e ratio of advanced antions is much higher these days. But if the stock market can't not sustain itself, it may bring the money all into the bond market. We do see negative yield in the UK, Deutschland, Switzerland, Sweden and Japan. We don't want to see negative yield bond happening in the USA. The negative yield on the bond may destroy the pension system. We all know that a lot of states in the USA do face trouble on their own local pension systems. A lot of states in the USA have a higher funding liability. So the negative yield bond is not tolerable for those states in the USA. It may bring the thing even worse.
  I know the life is harder than everyone could imagine. But the USA must lead the world out of the negative yield trouble. Global growth can not be sustained by Eastern Asian countries only, especially China. Red China is a place without freedom and democracy. I do lose some faith on democracy, but that is the only way we could choose to live with.
  American fellows, please do not feel despaired. Please do not lose faith. Please try hard to change the USA to be a better nation. We need a sustained US financial market. I do bet on the small and mid cap of US corporates will perform much better than everyone knows hereafter. Please have faith on those companies. I do think a lot of corporates in advanced nations with a good cash yield of their stocks will be a good reward for investor. Please have faith on everything.

Dear American people:
  It sounds bizarre but it is a reality you face.
(1)American scholars don't think job traing program is even better for people with high school diploma. What American people needs is a good job training program instead of a bachelor degree from the college or university.
  It makes people hard to believe in. The factory of mass production needs cheaper worker with skill. Only a lot of people get the same kind of training could make it a reality. Unfortunately, your scholars only encourage American people to have a bachelor degree in the university or college. American scholars always teach American people all those manufacturing jobs are cheaper jobs with low skill. But we know that is not true. For example, have you notice that Japanese-made suits use different material like paper or other lighting stuff which can largely decrease body temperature? If all those important material could be made in the USA, it will create a lot of necessity for whole American people. Your wearing suits can largely use those material made in the USA. And that is good for the heating earth too.

Dear American people:
  We face an unknown world. And the US gives us no direction. People think I can calm you down. Unfortunately, I couldn't.
  Lately, we see China worries about its short of oil. We see China is in some jeopardy. But I have faith about the world. People will realize China will not be the only growth engine. We do expect commodities will not lead to north as people wish because of weaker Chinese demand. Other nations feel their short of foreign reserves to help the demand of commodities. People do think the gold price may be an illusion if the US greeback leads to a higher ground.
  Dear US fellows, it is a good time but also a bad one. We know the US has the most resilient economy but your politicians want you feel depressed. You think people in other nations live a better life. I have to confess that my salary is even lower than a ordinary cleaner in the US university. You think the US is well behind the world. If you think that way, then I have to wonder if I stand my feet on the earth.