stock mkt is the mental part of the economy: call option to the growth, pricing in a falling off the cliff before 09012010, over reacting to the downside, always, as charles rose brain series pointed out about emotion and feelings, EM wave overshoots compared to matt field
摩根大通(J.P. Morgan)驻纽约首席经济学家卡斯曼(Bruce Kasman)指出,中国超越日本是“全球经济的一座里程碑”。如果按货币购买力平价计算,也就是考虑到一国货币在国内实际能购买多少商品和服务,那么中国早就超过了日本,成为仅次于美国的经济体。然而,中国的人均GDP仅为4000美元左右,约为日本的十分之一。而且中国5万亿美元的经济规模同美国约15万亿美元的差距仍然很大,即便是保持当前的增长速度,也要花10年甚至更久的时间才能赶上美国。(
Bruce Kasman:考虑到一国货币在国内实际能购买多少商品和服务,那么中国早就超过了日本
所有跟帖:
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美国中产阶级人数约占美国成年人的53%
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09/06/2010 postreply
16:13:11
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按照马克思经济学理论,Walmart服务的附加值是商品价值的6到20倍
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09/07/2010 postreply
11:08:33
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在互联网时代,有民用工业价值的成果将不可控制的向世界各地转移,因而,这种“在空间领域的领头羊地位”将成为美国败落的导火线
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09/07/2010 postreply
12:44:33
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japanese, us: all kinds of debt
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09/07/2010 postreply
14:13:03
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Japanese household debt: international comparison
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09/07/2010 postreply
14:20:13
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日本与欧洲两者的情况进行一下对比
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09/07/2010 postreply
15:07:13
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Japan, cash and deposits represent half of total financial asset
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09/07/2010 postreply
15:13:51
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progressive economists like Paul Krugman and Joseph Stiglitz
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09/07/2010 postreply
15:49:40
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us household debt: www.roubini.com
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09/07/2010 postreply
16:01:27
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http://www.roubini.com must read all Scenarios Heat Map (图)
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09/07/2010 postreply
16:09:16
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www.ritholtz.com:must read real estate Mortgage
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09/07/2010 postreply
16:28:33
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Dhaval Joshi:must read
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09/07/2010 postreply
16:47:02
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Chart Of The Day :The 20-year Treasury yield ended last week at
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09/07/2010 postreply
17:01:18
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http://pragcap.com/category/chart-of-the-day must read
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09/07/2010 postreply
17:06:05
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Tim Backshall's Blog Tim's starred items must read
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09/07/2010 postreply
17:41:29
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www.creditresearch.com must read
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09/07/2010 postreply
17:44:56
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IMF to offer loans to nations during economic crises..basically
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09/07/2010 postreply
17:49:35
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Had you known this about the VXX
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09/09/2010 postreply
08:20:51
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Bruce Kasman:private sector hiring has been sustained at a 78,00
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09/07/2010 postreply
08:05:05
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大脑皮质下层是脑髓质,即灰质。脑髓质又称本能脑,下意识脑,旧脑,低等脑,和情绪化脑
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09/07/2010 postreply
09:55:38
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90%的大脑皮质被切除后,这些老鼠仍能走一个迷宫 宇宙本质上是一组信息的符号或场
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09/08/2010 postreply
13:27:19
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情绪理论的发展 :接收的信息通过丘脑部位时 , 冲动一方面上行传到大脑皮层 , 另一方面下行激活自主神 经系统
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09/08/2010 postreply
15:04:32
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lcmgroupe.home.comcast.net must read econ release
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09/09/2010 postreply
10:04:51
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http://stockmarket618.wordpress.com must read econ release
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09/09/2010 postreply
10:11:08
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Charting The Great Bear Market Fund Flow Vacuum (图)
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09/09/2010 postreply
10:48:29
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GlobalOptima the absolute level of the 10 year is a better indic
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09/09/2010 postreply
10:57:24
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http://macro-man.blogspot.com must read
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09/09/2010 postreply
13:36:45
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with real money managers returning in an environment already dis
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09/09/2010 postreply
14:55:48
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胡克看到的是,包围一个体积元两个对应面上的应力是不同的,除非该体积元无变形
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09/09/2010 postreply
15:53:01
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Peter Schiff:钱就被花了、被挥霍了,而不是被用在能创造价值的地方,所以这些钱就全输光了----人们应该正视自己已经输
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09/10/2010 postreply
09:02:17
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一家破产,家家都因为债务问题破产的局面。是典型的囚徒困境
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09/10/2010 postreply
16:36:03
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刘煜辉:负债率(负债/可支配收入)的分子分母都在做减法
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09/11/2010 postreply
07:32:24
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名ID井底望天访谈录(下)
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09/13/2010 postreply
14:41:20
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shadowstats.com must read
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09/13/2010 postreply
15:03:44
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RICHARD X. BOVE: US banks, Fewer assets means fewer loans.
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09/13/2010 postreply
15:09:58
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Getagrip:Never hold options past the mid point of the contract p
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09/13/2010 postreply
15:39:29
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张捷:must read M2 US and China
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09/13/2010 postreply
16:18:14
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peakcomplexity.blogspot.com must read
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09/13/2010 postreply
17:02:43
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economicedge.blogspot.com must read #1
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09/13/2010 postreply
17:17:08
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McClellan attempts to anticipate positive and negative changes i
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09/13/2010 postreply
18:02:53
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SEC Questions Trading Crusade as Market Makers Disappear
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09/14/2010 postreply
07:18:01
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测量一群人的理性程度。平均值越小,说明参与测试的人越理性
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09/14/2010 postreply
10:28:36
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http://www.geekonomics10000.com/ 同人于野
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09/14/2010 postreply
10:53:19
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同人于野 Brain Rules 医生拿7张不同的 Jennifer Aniston 照片给他看,他那个神经跳了七次
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09/14/2010 postreply
11:11:20
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小商贩的每一个动作都立即转化为收益。即时正反馈,就是游戏上瘾动力学,这种正反馈一旦运行起来,只有人的身体素质这种生理极限才能限制
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09/14/2010 postreply
14:32:29
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把自己变成黑天鹅”。要点就是上面提到的两条,一个是 scalable,一个是要有正反馈
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09/14/2010 postreply
11:40:48
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等离子体课件—第2章 缓变要求,参数变化时间远大于回旋运动周期
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09/14/2010 postreply
11:57:08
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在保守系统出现混沌时,由于对初值的极敏感性,同宿点有无穷多个,系统演化沿 方向和沿 方向的结果将不一致,
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09/14/2010 postreply
12:03:12
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精品课程 第四章 分 形
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09/14/2010 postreply
12:07:32
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分形,新维度出现但代表性质量很少,比如msft 初期,但每人100元买其产品,全世界都买(从其他老维度平衡过来的购买力),于是盖
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09/14/2010 postreply
12:30:58
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分形,新维度出现但代表性质量很少,为什么英国天生就是一个个人主义(资本主义)社会?
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09/14/2010 postreply
15:13:56
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Mike Krieger of Kam LLP:gold best way to short the mkt
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09/16/2010 postreply
09:50:44
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Mike Krieger formerly a macro analyst at Bernstein
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09/16/2010 postreply
10:01:54
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ZH type bears may have priced that “new norm” bottom too low bel
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09/16/2010 postreply
11:24:11
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There is the economy of finance and international commerce, both
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09/16/2010 postreply
13:48:55
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美国正在建立一个金融与产业之间的剪刀差,而欧洲和日本与新兴国家都成了美国的目标
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09/16/2010 postreply
14:48:52
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animalspiritforecasts.blogspot.com trader must
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09/16/2010 postreply
10:13:01
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“一个聪明人在一群蠢人中间,最聪明的行为就变得愚蠢了。”最有用的聪明是比平均数适当地高一点
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09/16/2010 postreply
14:06:11
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坐言起行:“人类经济系统可以看做一个巨大的离散系统。 当系统內单元数目足够大时整体体现出流体的性质
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09/16/2010 postreply
14:16:31
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雷诺数较小时,黏滞力对流场的影响大于惯性力,流场中流速的扰动会因黏滞力而衰减,流体流动稳定,为层流
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09/16/2010 postreply
14:19:17
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Nic Lenoir of ICAP:If a system that is in a state of equilibrium
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09/17/2010 postreply
08:09:08
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scott: you hit the right word, data=1st order, economy, story=2n
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09/17/2010 postreply
10:01:35
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data=1st order, economy, story=2nd order future
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09/17/2010 postreply
12:43:13
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四声是否有“正交调制”: bottom line of linear methodology
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09/16/2010 postreply
14:25:56
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建筑,从完工开始塌陷。 [ 墨里荀 ]
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09/16/2010 postreply
14:37:28
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时间是通过事件来定义的。 过了多长时间其实就是标准事件发生了多少次
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09/16/2010 postreply
14:57:26
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time will do that :bulls have to work off the negative divergenc
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09/16/2010 postreply
16:57:53
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Fast Stochastics versus Slow Stochastics (图)
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09/16/2010 postreply
17:12:30
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vix term structure to begin to flatten out and assume a more nor
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09/16/2010 postreply
17:17:33
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The price of VIX futures expiring in three months has exceeded t
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09/16/2010 postreply
17:21:53
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VXX and VXZ look out one month and 5 months, the VIX and VXV ind
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09/17/2010 postreply
08:29:37
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allabouttrends.wordpress.com vxx (图)
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09/17/2010 postreply
08:40:56
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BILL LUBY:VIX of 32 means that approximately one-third of the ti
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09/17/2010 postreply
08:54:38
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如果动力系统完全不可控, 那么它的输出只能是白噪声,而这却是最好处理的系统之一
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09/16/2010 postreply
15:05:47
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一阶解:“超凡脱众的人其实不是最聪明的,分母,分子, still in one
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09/16/2010 postreply
14:41:55
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The Social Atom:一阶解:“理性者的均值是要算的"
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09/17/2010 postreply
13:15:58
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http://principleanalysis.blogspot.com/ mchugh
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09/17/2010 postreply
13:22:12
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http://seekingalpha.com/author/macro-man/followers/c
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09/17/2010 postreply
13:45:58
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秦之夏:直观思维,某种意义就是只进行一次虚拟决策博弈的人,并对结果凭感觉修正的结果
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09/17/2010 postreply
14:59:08
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热力学第三定律:大家都一样,没有任何混乱度,体系的熵为零,就像物理世界中绝对零度熵值为零一样
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09/17/2010 postreply
15:16:54
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理论物理的学习总结概要(1) 超级赛亚人
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09/18/2010 postreply
16:26:38
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过水断面上充满了液流质点,每个液流质点的单位势能和单位动能都相等。 ..... 只要 中有一个不等于零,流动就是有旋运动
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09/18/2010 postreply
16:37:19
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作用于各质点的外力与虚加于各质点的惯性力组成一平衡力系,从而这些力的矢量和等于零:过水断面上充满了液流质点,每个液流质点的单位势
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09/18/2010 postreply
16:52:46
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采用欧拉法描述流体的流动,常常比采用拉格朗日法优越
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09/18/2010 postreply
17:09:15
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期望( 力, expecting 套利)中主要是信息,能力:理性人假设同样信息反映一致
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09/18/2010 postreply
17:22:02
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人类经济系统:系统內单元数目足够大时整体体现出流体的性质
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09/18/2010 postreply
18:04:34
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Michael Pettis's Blog 郎咸平:汇率大战二阶段即将开始 中国可能继续惨败
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09/22/2010 postreply
09:29:18
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科大物理好图 势能函数值依赖于给定时刻粒子的位置这一点说明:任何一个粒子位置的改变都会马上对其他所有粒子产生影响
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09/18/2010 postreply
20:08:36
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Extreme sport FX-devaluation
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09/16/2010 postreply
08:30:39
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http://www.douban.com/people/geekonomics/
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09/14/2010 postreply
13:11:16
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物理好图: 缓变要求,参数变化时间远大于回旋运动周期 二体问题 开普勒问题 花粉颗粒在液体中的布朗运动
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09/20/2010 postreply
08:53:47
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物理好图: 一维保守系统不可能出现混沌
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09/20/2010 postreply
08:57:48
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鞅是随机过程的一种,它的显著特点是未来的期望等于现在
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09/22/2010 postreply
14:32:52
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这类力学的特征是牛顿质点运动概念的延拓;这类力学的特征概念是物质与场的相互作用和运动
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09/20/2010 postreply
12:23:44
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HarryWanger, appl zerohedge
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09/20/2010 postreply
13:00:22
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short cover rally, gov't & banks (图)
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09/21/2010 postreply
09:34:48
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usd s&p500 german us 10 yr spread (图)
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09/22/2010 postreply
08:37:50
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“Agreeing to Disagree”:直到几次往返之后我发现你仍然坚持意大利队,那我只好认为你刚刚从未来穿越回来,于是我
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09/14/2010 postreply
13:49:42
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黑天鹅=扁桃体区杏仁核,坏比好重要
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09/14/2010 postreply
14:12:51
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人类倾向于过分关注不寻常的事
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09/14/2010 postreply
15:03:02
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李敖说思想家不应该得胃癌死,因为胃癌很多都是生气气出来的
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09/14/2010 postreply
15:18:24
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黑天鹅 has to be full-figured, close to 完备的逻辑系统
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09/14/2010 postreply
14:20:25
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基辛格;university politics are so vicious precisely because the sta
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09/14/2010 postreply
14:27:04
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“帕斯卡的赌博”(Pascal’s wager):黑天鹅 being discounted
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09/14/2010 postreply
14:54:05
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科研中我们经常对那些获得了极高能量的电子或者质子感兴趣,它们所占比例很少,堪称是带电粒子中的 outliers
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09/14/2010 postreply
15:00:36
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原子内:”位置“不是传统定义,Peter R. Orszag,人体系:not a number, but a range
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09/15/2010 postreply
20:50:17
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s2trading.blogspot.com/ must read
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09/13/2010 postreply
17:33:24
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刘煜辉 量化宽松货币政策所释放的货币和信用跑不到真实经济里面去,都跑到哪里去了呢?
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09/11/2010 postreply
07:44:59
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哈耶克:过度的货币和信贷扩张之后,企业和家庭对于长期利率的预期极低,甚至是负利率,只有投资在一些在遥远的未来才有回报的项目,才能
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09/11/2010 postreply
07:51:07
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3rd derivatives;The farther prices are pushed away from their tr
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09/11/2010 postreply
08:51:35
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Russell Napier's :it is not economy, stupid (图)
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09/15/2010 postreply
11:09:30
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blog.afraidtotrade.com :The Three Hard Rules of Elliott Wave The
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09/15/2010 postreply
12:06:05
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discounting: have to be monetized bet
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09/15/2010 postreply
13:01:40
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http://dshort.com/ must read
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09/15/2010 postreply
17:50:17
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Mike Mansfield: "Slow And Methodical March Towards A Double Dip"
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09/15/2010 postreply
21:06:14
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阿里巴巴7月淘宝CPI指数也得出中国经济要由热转冷的结论
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09/15/2010 postreply
21:15:02
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Here Is Why The ISM Will Drop Below 50 In The Coming Months
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09/16/2010 postreply
09:16:45
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Once those viable credit worth borrowers have been routed with f
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09/16/2010 postreply
09:37:19
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刘煜辉 从货币内生性论直接融资对货币供应量的影响
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09/30/2010 postreply
10:35:21
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每年世界经济的增长如按照5%计算,六十万亿美元的市场总量每年的增长额就是三万亿美元。如果刨除各国国内的自我消费,表现在国际贸易上
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09/30/2010 postreply
10:46:31
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李迅雷 economist 过去十年PPI跑赢CPI、资产价格涨幅高于商品价格的局面将随之逆转,服务类价格,尤其是交通通讯、文化
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09/30/2010 postreply
13:51:24
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石齐平:1996年,美国因为通货膨胀压力转而开始加息,同时IT革命也推动美国经济加速,美元止跌回升。
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10/02/2010 postreply
18:51:35
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石齐平:日元曾迫于压力升值而导致经济衰退
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10/02/2010 postreply
18:57:12
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1991年 日本泡沫破 新经济条件下美国经济周期 知识要素的边际收益递增为美国经济增长提供了强大的内在动力
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10/02/2010 postreply
19:25:03
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吴敬琏:,“垂而不死”,原因就是在19世纪末期,西方国家的经济增长模式发生根本性改变,主要是依靠技术进步来提高的。由此就产生了一
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10/02/2010 postreply
19:38:02
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吴敬琏 十三大提出,政府调节市场,市场引导企业
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10/02/2010 postreply
19:41:44
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中国政府是自己印钞票,而不是像西方那样一定要问银行借
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10/06/2010 postreply
13:38:26
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第二届中美经济学家颐和园对话
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10/02/2010 postreply
19:53:43
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人民币国际化分结算,投资.储备三阶段
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10/02/2010 postreply
19:30:04
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安德森的意见
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10/03/2010 postreply
07:26:45
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But the dirty great fly in the ointment is the current sentiment
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09/09/2010 postreply
15:22:20
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businessinsider.com/category/markets must read
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09/09/2010 postreply
13:57:05
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情绪(拉扎勒斯理论) like VXX volatile and easily revert to mean
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09/09/2010 postreply
14:03:28
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弗洛伊德: 情绪 " 是一个欲表露的源于本能的心理能量的释放过程 "
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09/09/2010 postreply
16:01:11
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杨烨:下次遇到相同或相类似的刺激时,信号通过这些通道会更迅速,使过去的意识再现:这就是记忆
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09/10/2010 postreply
12:58:36
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[PDF] 生命科学学院2007级入学论文选集:丘觉类似于物理学中的矢量
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09/10/2010 postreply
13:25:17
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原理心理学创始人
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09/10/2010 postreply
15:06:01
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人脑和电脑不同。电脑的硬件是固定的,改变的只是信号;而人脑的信号则要简单得多。人脑的“硬件”虽说也是固定的,但却具有生长性,在成
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09/10/2010 postreply
15:45:10
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平衡和自由。前者是实物质的目标,也是实物质凝聚的原因,后者是场物质的目标
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09/10/2010 postreply
15:53:27
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目前人们发现在高能量状态下,弱力、电磁力和强核力具有同样的强度,只是无法包容引力。在低能量状态下,三种力的对称性发生破缺而表现不
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09/10/2010 postreply
16:12:18
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高能状态下对称性高,由高能状态到低能时必然对称性要变低
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09/10/2010 postreply
16:21:37
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卢昌海:从对称性破缺到物质的起源
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09/10/2010 postreply
16:29:30
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古大脑依靠生物钟的母钟而发挥功能,新大脑依靠刺激发挥功能
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09/12/2010 postreply
08:49:30
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Jill Bolte Taylor's stroke of insight
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09/12/2010 postreply
17:41:21
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刺激导致记块的产生,记块在大脑里存储在神经细胞膜上,并以链的形式存在,这种链一般是糖链或脂肪链
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09/12/2010 postreply
08:53:54
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全集然文明:古盘】 我个人认为是前世今生的意识库,只能潜意识使用的,记录左右脑发生过的影像深刻的事情与兴趣爱好有关的以及能理解的
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09/12/2010 postreply
09:11:31
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【全集然文明】官方博客
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09/12/2010 postreply
09:15:14
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弗洛伊德: 情绪的意识性质(属于显意识)使得压抑(属于潜意识,无意识,下意识)不能为意识所操纵 (图)
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09/09/2010 postreply
16:19:25
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大腦皮質負責許多「高等」的認知功能,像是語言以及訊息處理
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09/07/2010 postreply
09:58:53
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们脑中下意识的部分被称作主观思想,因为它既不做出决策,也不支配、命令。与其说它是统治者还不如说它是自由人。它的本性就是去做交待它
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09/07/2010 postreply
10:02:13
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:“如果能把我们的视觉神经末稍连接到耳朵上,把听觉神经末梢连接到眼睛上,那么我们就会听到闪电而看到雷声,听到指挥家的动作而看到交
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09/07/2010 postreply
10:07:36
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朗达·拜恩(Rhonda Byrne):《自然规律;心想事成的机密》
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09/07/2010 postreply
10:23:12
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Mike Whitney :EU banks and other financial institutions are pres
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09/07/2010 postreply
08:16:36
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On Tuesday, Portugal's 10-year debt yield spread hit its widest
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09/07/2010 postreply
08:22:50