钱多多股票论坛

没办法，这世界，从东到西，掌权的都不食人间烟火。瘦了鸭博士，肥了巴肥。

股票也只好涨了。

美国的税制要逆天？史上首见员工税率高过老板
　　根据共和党的税务计画，你赚多少钱的重要性，可能比不上你是怎么赚的钱。自美国制定所得税以来，员工薪资税率将首次高于老板、合伙关系和私人公司的所得。
　　“纽约(专题)时报”报导，参院和众院分别通过的税务法案细节不同，可是两者都把税率与一整套新的规定挂钩，包括所有权、日常参与程度、组织结构，甚至工作性质。
　　这些大多与所得高低无关的法规，可能使一般纳税人的税捐多出或减少几百或几千元，合乎资格的最大企业更可能有几百万元出入。
　　专家说，美国的税制从未像这样，处罚拿薪水的人，偏惠赚取其他形式所得的人。
　　因此，装潢工、艺术师或水管工人的税率，将高于装潢公司、艺术店或水管用品店的老板；公司会计的税率将高于会计公司合伙人。
　　众院提案更区分主动和被动投资者，因此每周工作60小时的家庭企业老板，税率将高于不在公司上班，整天睡懒觉的自家兄弟。
　　支持者辩称新法是为了反映经济情况改变，不再靠对个人减税刺激经济成长，而是集中为某些类别的企业所得减税，希望这些企业把省下的钱拿来重新投资，借此促进经济成长。
　　因此，公司和其他型式的企业获得较大的减税，员工则没有。
　　经济学家和税务专家警告说，这种制度会促使大家拚命逃避税捐，设法改变所得类别，以寻求较低税率。
　　收入最高的牙医诊所可能改为公司，以利用大幅降低的20%公司税率，逃避个人所得的将近40%最高税率。此外，公司能够继续扣减州和地方税捐，个人却不行。
　　参院的计画把过渡法人企业税率降到23%，更被斥为美国联邦所得税历来最恶劣的主张。这些从小食摊到大企业的机构不必缴公司税，把所得转移给业主或股东，当个人所得报税。因此，原来领薪水的律师可能因此突然变成公司合伙人。

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中国除了制造还有一强大能力 靠它撑起全球经济
http://www.backchina.com/news/2018/01/02/535915.html

Chinese ADRs are beautiful, but what more? overweight Chinese stocks than usual.

这家伙在SPX不到2000就很熊，我就不明白他公司怎么管理几百亿。But a melt-up is something that I have expected.

GMO’s Jeremy Grantham Says Stocks Could Be Heading for a ‘Melt-Up’
Jeremy Grantham, long known for his bearish views, says the market’s next move could take stocks higher. Dramatically higher.
“As a historian of the great equity bubbles, I also recognize that we are currently showing signs of entering the blow-off or melt-up phase of this very long bull market,” Grantham, the chief investment strategist for GMO in Boston, wrote in a letter to investors Wednesday.
Grantham, 79, is best known for his accurate prediction in 2000 that U.S. stocks would lose ground for the next decade. In today’s letter, he called the current market one of the highest-priced in history.
Grantham cited the recent acceleration of U.S. equity prices, a concentration of leadership in stocks and growing media coverage of events such as bitcoin’s surge and Amazon.com Inc.’s success as signs that the final phase of a bubble could be coming in the next six months to two years.
He warned investors to keep an eye on what is showing on television in restaurants. “When most have talking heads yammering about Amazon, Tencent and bitcoin and not Patriot replays -- just as late 1999 featured the latest in Pets.com -- we are probably down to the last few months,” he wrote. “Good luck. We’ll all need some.”
Boston-based GMO managed $74 billion as of Sept. 30.

话说天文物理学家常将军为宇宙的产生和无限扩张设计出一个BIG BANG理论，至少是目前的最好解释。尽管可以说既然黑洞都不能爆炸重新扩张成普通物质，那么整个宇宙当初怎么就能从一个点的不知什么东西就一下子BIG BANG？不管怎样，无限扩张就得假设什么暗物质存在，否则引力最后又把所有的星系物质吸引到一点。那么有导致股市扩张的暗物质吗？

Gundlach Says S&P 500 Will Have Negative Return for 2018
BOND KING 被熊债咬得很惨。

吼吼，。。。。。。。

JPMorgan Jamie Dimon walks back Trump one-term prediction, says Dems don't have a deep 2020 bench
铁杆驴党粉丝大懵都后悔了，有点希望共和党继续干了。若说前瞻性的话，这是装傻大操纵师希望花街下届支持大象，with or without 川老邪。

说道这个东西，现在出个电影就吹，现在又有什么‘无问西东’。还什么立德立言，无问西东。其实在中国这套理念已经被证明完全是扯淡。因为德与言全是政治的妓女。只要政治政府完全垄断德与言的正确标准，垄断言的自由程度，那么就无德无言，无问西东，浆糊一国。
这事司马迁是古今中国的最好写照：立德立言，无问西东，下了大狱，阉了小鸡，空留史记，悲哉中华。

鸟毛地美国政府关门了。不会股市就此反转了吧？

反转你就反反转吗。

任何人都可以做什么预言，但不SERIOUS就是瞎扯。湿了在SPX 2000点上下时就SERIOUSLY用他的什么CAP MODEL证明股市多么OVERVALUED，但是只能说被MM当时用来炒作打压股市的一个题材。他现在自己都不提什么CAP。

资产价格膨胀，政府不反对， MM不反对，鸭子反对也没用。

Markets could suddenly turn and they don't even need a trigger, Nobel-winning economist Shiller says
"People ask 'well what will trigger it (a market correction)?' But it doesn't need a trigger, it's the dynamics of bubbles inherently makes them come to an end eventually," he said
Shiller, who won the Nobel Prize for Economics in 2013 for his work on asset prices and inefficient markets, said that markets could "absolutely suddenly turn"

短期顶到头的感觉。but er is on going.

破股市兵败如山倒。叶老太走了。FED DE-QE，政府发国债，谁来买？MM未来只好把股市当提款机了。尽管EARNINGS很好，短期也只好能逃就逃了。逢高做空也是应该的。