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产品爱好者周刊 第23期：通货膨胀是一场「货币战争」

 

Products

Design

Business & Market data

  • 大陆30多个省份（含直辖市），好像只有【六七个】的财政是不亏空，其它大部分都是入不敷出。 ────编程随想
    Silas: 应该是2018年的情况

  • https://www.yicai.com/news/101132981.html
    https://archive.ph/IvrDB
    2021年上半年，中国有14个省份的财政自给率超过50%，排名前5的省份依次为上海、浙江、北京、天津和广东，占比均在80%以上。
    仅上海市出现“财政盈余”，其余30个省份均存在收不抵支问题。

Silas：应该能排除是新冠疫情导致的入不敷出

浙江财政收入质量最高（因为：税收收入占一般公共预算收入的比重达到85.6%）

里面的这段表述非常新颖，仔细想却非常有道理
“通货膨胀是一场「货币战争」，会把财富从债权人转向债务人。通胀的财富剥夺和资产结构有关，通胀程度越高，剥夺越厉害。目前在中国，政府和国企都是负债率非常高的组织，相对而言，家庭部门的债务率要低很多。因此，通货膨胀会把财富从家庭部门转移到政府和国企手中。”

Ideas

  • 巴菲特谈对富人征税：
    • 我认为——像我这样的超级富豪得到的真正低税率是——是在红利和资本利得上面。
    • 税负——如果你用钱来生钱的话，你被课的税就很——你的税率就很低，资本利得税为15%。没有工资税。如果你是通过卖力气或者勤奋工作或者辛勤劳动而获得收入的话，你被征收的税率就会一路上扬。(Silas：很不幸，在中国同样如此）
    • 大多数中产阶级的所得税率要么是15%，要么是25%，但让他们真正受伤的是工资税，如果你把我从办公室人员中剔除出去的话，我们办公室人员平均的工资税率为36%
    • 我认为美国人民有权利知道像我这样的人交了多少税。但必须让他们知道未来承诺的真实性。

Citizenship Consciousness

History

Words

  • 《论中国》摘抄 https://soulogic.com/item/2967
    关于中美意识形态是否输出的判断，真是非常准确，不过最近中国也开始输出意识形态了（以及与之相匹配的各种大规模监视技术）

  • 美国总统里根名言
    迈向自由和民主的过程将把马列主义留在历史的垃圾堆里。
    The march of freedom and democracy which will leave Marxism-Leninism on the ash-heap of history.

如何判断什么样的人是共产主义者捏？共产主义者就是那些【阅读】了马克思和列宁著作的人；
那么，什么样的人是反共产主义者捏？反共产主义者是那些【理解】了马克思和列宁著作的人。
How do you tell a communist? Well, it's someone who reads Marx and Lenin.
And how do you tell an anti-communist? It's someone who understands Marx and Lenin.

苏联是一个邪恶的帝国，苏联共产主义是现代世界的邪恶焦点。
The Soviet Union is an Evil Empire, and Soviet communism is the focus of evil in the modern world.

讽刺的是，卡尔·马克思是对的。我们今天目睹了巨大的颠覆性的危机——一个经济秩序直接和政治秩序互相冲突的危机。
但这个危机并不是发生在西方自由国家，而是发生在马列主义的老家——苏联。
In an ironic sense, Karl Marx was right. We are witnessing today a great revolutionary crisis –– a crisis where the demands of the economic order are colliding directly with those of the political order.
But the crisis is happening not in the free, non-Marxist West, but in the home of Marxism-Leninism, the Soviet Union.

  • 思想家波普尔
    尝试创建人间天堂，最终只会创造出人间地狱！
    The attempt to make heaven on earth invariably produces hell

  • 许小年
    计划经济无法【变现】，民主化无法【寻租】。两者都不爽。

  • “政教合一”的政权，通常在思想领域会实行高度的【一元化】。这样的社会是非常缺乏活力的，因此也非常缺乏竞争力。

  • 编程随想
    成功不必在我，功成其中有我

很多人被“独尊儒术”给蒙蔽了。其实这两千年，施行的是【外儒内法】（也叫“形儒实法”）。
儒家那一套是用来做表面功夫（忽悠民众的）；真正的统治手段还是法家的那套把戏。

除了富兰克林，像“冯·诺依曼”也可以算是“跨领域牛人”

  • 温克坚
    还有一种可能是，政府通过处置掌握的国有资产，比如国有资产卖出，或者国有企业的私有化，减轻债务问题。
    （这跟Red RouletteΩ书中提到，王岐山的描述，非常类似）

Interesting

  • 闭嘴 你看起来很像国家的敌人 https://chinadigitaltimes.net/chinese/554066.html
    https://archive.ph/GAEW9

  • 为啥“三点式泳装”称作“比基尼泳装”？
    　　因为当“三点式泳装”首次出现时，美国报刊称：该泳装产生的震撼效果超过比基尼岛的核弹。由此得名。

  • 每周转载：德鲁克谈【自我管理】——《哈佛商业评论》史上最受欢迎的文章 https://program-think.blogspot.com/2018/06/weekly-share-121.html

      1. 前言
      • 我们当中的大多数人，甚至包括那些还算有点天赋的人，都不得不通过学习来掌握自我管理的技巧。
      1. 我的长处是什么？
      • 我们只要持之以恒地运用这个简单的方法（回馈分析法），就能在较短的时间内（可能两三年），发现自己的长处——这是你需要知道的最重要的事情。
      • 尽量少把精力浪费在那些不能胜任的领域上，因为“从无能到平庸”要比“从一流到卓越”需要人们付出多得多的努力。
      1. 我的工作方式是怎样的？
      • 对于知识工作者来说，“我的工作方式是怎样的？”可能比“我的长处是什么？”这个问题更加重要。
      • 没有几个听者型的人可以通过努力变成合格的读者型——不管是主动还是被动的努力；反之亦然。
      1. 我如何学习？
      • 对学习方式跟别人不大一样的学生来说，被迫按学校教的方式来学习就是地狱。实际上，学习大概有六七种不同的方式。
      • 在所有最重要的自我认识当中，最容易做到的就是知道自己是怎样学习的。
      • 我如何才能取得成果——是作为决策者还是作为顾问？
      • 不要试图改变自我，因为这样你不大可能成功。但是，你应该努力改进你的工作方式。
      1. 我的价值观是什么？
      • 组织和人一样，也有价值观。为了在组织中取得成效，个人的价值观必须与这个组织的价值观相容。两者的价值观不一定要相同，但是必须相近到足以共存。
      • 价值观是并且应该是最终的试金石。
      1. 我属于何处？
      • 大多数人，尤其是很有天赋的人，至少要过了二十五六岁才知道他们将身属何处。
      • 成功的事业不是预先规划的，而是在人们知道了自己的长处、工作方式和价值观后，准备把握机遇时水到渠成的。
      1. 我该做什么贡献
      • 对于知识工作者来说，他们还不得不提出一个以前从来没有提出过的问题：我的贡献应该是什么？
      • 把眼光放得太远是不大可能的——甚至不是特别有效。一般来说，一项计划的时间跨度如果超过了18个月，就很难做到明确和具体。
      1. 我要如何处理人际关系
      • 每个人都有自己的长处，自己的做事方式和自己的价值观。因此，要想卓有成效，你就必须知道共事者的长处、工作方式和价值观。
      • 观察他们，了解他们的工作方式，并做出相应的自我调整，以适应老板最有效的工作方式。事实上，这就是“管理”上司的秘诀。
      • 组织已不再建立在强权的基础上，而是建立在信任的基础上。人与人之间相互信任，不一定意味着他们彼此喜欢对方，而是意味着彼此了解。
      1. 我该如何管理后半生
      • 能管理好自己后半生的人总是少数。多数人可能“一干到底”，数着年头一年一年过去，直至退休。
      • 管理好后半生有一个先决条件：你必须早在你进入后半生之前就开始行动。
      • 自我管理需要每一个知识工作者在思想和行动上都要成为自己的首席执行官。

  • 按照东德法令，凡是公共目的的聚会，人数超过3个人，就必须得到有关部门的批准。

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