EG :: Volume #19

#1808: Buffett that is a scapegoat

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Although US Government starts to look after two groups, because the general economy of US is declining, in addition the pits of two groups are too big, they also really have a mind to be incapable. 米国政斧虽然开始照顾两房集团,但是由于米国的整体经济都在下滑,加上两房集团的坑太大,他们还真是有心无力。 However two groups are extremely important, they have no alternative but to help, harm that otherwise brings, serious. 但是两房集团太过重要,他们不能不帮忙,否则带来的危害,会更加的严重。 They select, thought that now can help two group one, as if only then foreign exchange reserves sufficient China. The US also knows that the foreign exchange reserves of China have invested the national debts of many EU, has invested some national debts of Asia, but has also invested the huge quantity of gold. 他们选来选去,觉得现在能帮两房集团一把的,似乎只有外汇储备充足的华夏。米国这边也都知道,华夏的外汇储备投资了不少欧盟的国债,也投资了一些亚洲的国债,但是还投资了数量庞大的黄金。 National debt not good realization, but the golden stock definitely does not have the issue. If China is willing to extend the aid, then the matter was good to be solved. 国债不太好变现,但是黄金期货肯定没问题。如果华夏肯伸出援手,那么事情就好解决了。 Even they also planned that discussed with China, both countries signed some documents in secret, opened to some technological embargoes of China, received exchange for the cash support of China. 甚至他们还打算跟华夏商量一下,两国私下里签订一些文件,对华夏的一些技术封锁开放,换取华夏的现金支持。 It looks like in the US, this is the enormous sincerity, is win-win. 在米国看来,这已经是极大的诚意了,是双赢啊。 The US resolved the crisis, China has also been able to gain the materially beneficial benefit. Although the possible foreign exchange to come under some influences, but affects is not big. 米国解除了危机,华夏也能得到实惠利益。虽然可能外汇会受到一些影响,但是影响也并不大。 However they have not thought that China flatly refused unexpectedly. 但是他们没想到,华夏这边竟然一口拒绝了。 Two group this is a big hole, everyone looks clear, although said that enough fund same can save, the profit that but can get is too low, even suffers no loss of capital difficultly. 两房集团这是一个大坑,谁都看得一清二楚,虽然说有足够的资金一样能够挽救,但是所能获得的利润太低,甚至保本都困难。 Although China needs some advanced technologies, but through the US, same cannot obtain through other countries. For example South Korea, has extended the olive branch to China, hopes that further cooperates with China. 虽然华夏需要一些先进的技术,但是不通过米国,一样可以通过其他国家获得。比如南韩,一直就对华夏抛出橄榄枝,希望跟华夏进一步合作。 Simply speaking, is South Korea gives the technologies of some China West country blockades, but China must the trade and culture to South Korea is open. 简单来说,就是南韩给予华夏一些西方国家封锁的技术,但是华夏要对南韩的贸易和文化开放。 The previous generation is this, South Korea with some technologies, has received in exchange for the China market, thus made the China market flood many cultures and commodities of South Korea. 前世就是这样,南韩用一些技术,换取了华夏的市场,从而让华夏市场充斥了许多南韩的文化和商品。 Likes the stars in other countries not mattering, but is infatuated with, even loses the reason, that was fearful. After China was the agreement expired, with South Korea has not renewed a contract, then started to limit the entertainer development of South Korea, reversed this distortion the aspect. 喜欢其他国家的明星无所谓,但是过于迷恋,甚至失去理智,那就非常可怕了。后来华夏是协议到期后,并没有跟南韩续约,然后又开始限制南韩的艺人发展,扭转这种扭曲的局面。 The culture was invaded, has the serious influence to a country. 文化被入侵,对一个国家是有着严重影响的。 The relations of this China with Russia is better, many technologies can obtain through Russia, then launches the trade activities of deeper level with Russia, was not worried that cultural invasion of Russia to China, this is the best cooperation. 这一世华夏跟俄罗斯的关系更好,许多技术可以通过俄罗斯获得,然后跟俄罗斯展开更深层次的贸易活动,又不担心俄罗斯对华夏的文化入侵,这才是最好的合作。 Therefore looks like very excellent condition in the US, does not have what attraction China. After let alone since Hong Kong returns, but can also and other cities obtain some technology licensing through Hong Kong and Capital from Europe, China had been blocked at this time very much difficultly. 所以在米国看起来非常优厚的条件,在华夏这边没有什么吸引力。更何况自从香江回归之后,还可以通过香江、葡京等从欧洲获得一些技术授权,华夏此时已经很难被封锁了。 Moreover the technology that China also some Western countries want at this time, for example electron, IT and other technologies, can definitely through some technical exchanges, obtain itself to want. 而且华夏此时也有一些西方国家非常想要的技术,比如电子、IT等方面的技术,完全可以通过一些技术交换,获得自己想要的。 The condition of US is very good, but is actually not able to move China. 米国的条件很好,但是却无法打动华夏。 George Bush is unhappy, after research, decides to play horizontal. 小布十不开心了,经过研究后,决定玩横的。 Therefore the US starts to interrogate China, starting from last year, China has undersold why the stocks, bonds of two groups, even also dumps the U.S. Stockmarket stock, undersells the national debt of US? 于是米国这边开始质问华夏,为什么去年开始,华夏就抛售了两房集团的股票、债券等,甚至还抛售米国股市的股票,抛售米国的国债？ The subtext is, are the crises of US two groups, China are pulling strings behind the scenes? 潜台词就是,米国两房集团的危机,是不是华夏在幕后操纵的？ This situation, China also early some expectations, once had consulted Feng Yu, if from the commercial point, how should reply, Feng Yu has also given a very good suggestion, that is advances on the American. 这种情况,华夏这边也早有预料,也曾咨询过冯宇,如果从商业角度,该如何应答,冯宇也给出了一个非常好的建议,那就是推到米国人头上。 China very much happily had also given the answer at this time, their this has studied the Buffett investment model, now looks like, the classical theory of Mr. Buffett, was really correct. 华夏这时候也很痛快的给出了答案,他们这是学习了巴菲特的投资模式,现在看来,巴菲特先生的经典理论,果然是正确的。 Before China wantonly purchases two group bonds and stocks, Buffett once massively had these two Corporation stocks and bonds. The ownership percentage, has surpassed 8%, it can be said that was high. 在华夏大肆购买两房集团债券、股票之前,巴菲特曾经大量持有这两家公司的股票和债券。持股比例,超过了8,可以说是非常高了。 Then when the internet/network bubble, the Buffett individual and its Corporation, had undersold the stocks, bonds of two groups together, the average profit is over ten times! 然后在网络泡沫的时候,巴菲特个人和其公司,一起将两房集团的股票、债券等抛售了,平均获利超过十倍！ Later Buffett has invested anything, China petroleum. 之后巴菲特投资了什么,华夏石油。 The investment of Buffett, generally is becomes a shareholder, and enters the Board of Directors and other management, directly meddles the Corporation management. The idea that he invests is very interesting, that is weighs the Corporation the difference of stock price and intrinsic value. 巴菲特的投资,一般都是成为股东,并进入董事会等管理层,直接插手公司经营。他投资的理念很有意思,那就是衡量公司的股价与内在价值的差。 When the stock price is higher than the intrinsic value, then Buffett believes that this Corporation stock possibly falls. When the stock price is lower than the intrinsic value, is worth starting, investment that and can definitely make a profit. 当股价高于内在价值的时候,那么巴菲特就认为,这家公司的股票可能下跌。当股价低于内在价值的时候,就是值得入手,并肯定能获利的投资。 Buffett sells two group stocks and bonds time, not in the peak, moreover Buffett, when sells two group stocks, the management of two groups also in the arrangement buy-back, at that time two groups truly were management very good Corporation. 巴菲特卖出两房集团股票、债券的时候,并不是在最高点,而且巴菲特在出售两房集团股票的时候,两房集团的管理层还在安排回购呢,那时候两房集团确实是经营非常不错的公司。 Also is at that time, China Government has bought the stocks of two groups, buys bond that two groups have issued, as foreign exchange investment. 也是在那时候,华夏政斧购入了两房集团的股票,买了两房集团发行的债券,作为外汇投资。 Buffett buys stock the China petroleum, but cannot enter the management, China will not allow the bystander to enter the management absolutely. However Buffett has also held talks with the high level of China petroleum, has forecast a future development. 巴菲特入股华夏石油,但是并没能进入管理层,华夏这边绝对不会允许外人进入管理层。但是巴菲特也与华夏石油的高层进行了一番会谈,展望了一番未来的发展。 Dumped the stock of China petroleum to Buffett a while ago, the people noticed that Buffett has made close seven times of profits. Speaking of the long-line investment, Buffett has no qualms in the title of stock god. 一直到前段时间巴菲特将华夏石油的股票抛售,人们才看到巴菲特又赚了接近七倍的利润。说到长线投资,巴菲特无愧于股神的称号。 However the time so is skillful, Buffey he sold out the stocks of two groups, the China foreign exchange reserves investment has bought up, then same time Buffett bought up the China petroleum. 但是时间就这么巧,巴菲他卖掉两房集团的股票,华夏外汇储备投资买入了,然后同期巴菲特买入华夏石油。 When Buffett sells out the China petroleum, China also exactly starts to sell the stocks and bonds of two groups. China said that studies Buffett, even also some people said that China possibly obtained the direction of Buffett, why otherwise to make Buffett buy up the China petroleum massively the stock? 当巴菲特卖掉华夏石油的时候,华夏这边也恰好开始卖两房集团的股票和债券。华夏这边说是学习巴菲特,甚至还有人说,华夏可能得到了巴菲特的指点,否则凭什么让巴菲特大量买入华夏石油的股票？ These views also really make the person somewhat be in doubt, real. 这些说法还真让人有些拿不准,到底是不是真的。 China said that they have studied the theory of Buffett, weighs the intrinsic value with the stock price. Then Buffett sells out the China petroleum, not other new investments time, they thought that Buffett must tighten the cash, therefore they also studied. 华夏这边就说了,他们学习了巴菲特的理论,衡量内在价值跟股价。然后巴菲特卖掉华夏石油,并没有其他新的投资的时候,他们觉得巴菲特是要收紧现金,于是他们也跟着学习了。 Now looks like, good that also they study. Buffett also again said last year that the financial derivative transaction risk is too big, even can be said as the weapon of mass destruction of money market, the US permits the income of not having realized, records in the earnings statement, this will cause the stock price equivalent height. 现在看来,他们学习的还不错。巴菲特去年还再说,金融衍生品交易风险太大,甚至可以说是金融市场的大规模杀伤性武器,米国这边允许将还未实现的收益,记录到收益表上,这就会导致股价虚高。 China thinks Buffett said is very reasonable, moreover Buffett has added that the monopolistic positions of two groups will not be long-time, sooner or later the covered hidden danger will erupt, now looks like, Mr. Buffett said really reasonable! 华夏这边认为巴菲特说的很有道理,而且巴菲特还说过,两房集团的垄断地位不会长久,迟早被掩盖的隐患会爆发出来,现在看来,巴菲特先生说的真有道理啊！ China smoothly holds for Olympic Games, therefore has tightened the investment, has not thought that the luck is so good, nearly owed in a big way. 华夏为了奥运会顺利举行,所以收紧了投资,没想到运气这么好,险些亏大了啊。 China, such simple threw all pots on Buffett, Buffett was unable to refute. Theories and words of these quotations, truly were he said that but he for his investment, has not thought that will affect China here investment. 华夏这边,就这么简单的将所有锅都丢在了巴菲特头上,偏偏巴菲特还无法反驳。那些引用的理论和话语,确实都是他说的,但是他是为了自己的投资,没想到会影响华夏这边的投资啊。 Even if affected, you cannot say that is because I such do, moreover I invest your China petroleum, but discussed the development in petroleum, relates with two group what? 就算影响了,你们也不能说都是因为我才这么做的啊,而且我投资你们华夏石油,只是谈了一下石油方面的发展,跟两房集团什么关系？ These said that I make China sell out the people of two group stock and bond, what heart that you settle? This is unjustly discredited to detain on me, how does this make me explain?! 那些说我让华夏卖掉两房集团股票、债券的人,你们安的什么心？这口黑锅扣我头上,这让我怎么解释？！ ...... ……
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