2009年2月28日 星期六

從白宮到華爾街,嶄新的訊息 From the WH to the WS, a Clear New Message.(下)

As we stand at this crossroads of history, the eyes of all people in all nations are once again upon us - watching to see what we do with this moment; waiting for us to lead.

不斷強調目前是歷史的十字路口

Those of us gathered here tonight have been called to govern in extraordinary times. It is a tremendous burden, but also a great privilege - one that has been entrusted to few generations of Americans. For in our hands lies the ability to shape our world for good or for ill.

But in my life, I have also learned that hope is found in unlikely places; that inspiration often comes not from those with the most power or celebrity, but from the dreams and aspirations of Americans who are anything but ordinary.

I think about Leonard Abess, the bank president from Miami who reportedly cashed out of his company, took a $60 million bonus, and gave it out to all 399 people who worked for him, plus another 72 who used to work for him. He didn't tell anyone, but when the local newspaper found out, he simply said, ''I knew some of these people since I was 7 years old. I didn't feel right getting the money myself."

I think about Greensburg, Kansas, a town that was completely destroyed by a tornado, but is being rebuilt by its residents as a global example of how clean energy can power an entire community - how it can bring jobs and businesses to a place where piles of bricks and rubble once lay. "The tragedy was terrible," said one of the men who helped them rebuild. "But the folks here know that it also provided an incredible opportunity."

And I think about Ty'Sheoma Bethea, the young girl from that school I visited in Dillon, South Carolina - a place where the ceilings leak, the paint peels off the walls, and they have to stop teaching six times a day because the train barrels by their classroom. She has been told that her school is hopeless, but the other day after class she went to the public library and typed up a letter to the people sitting in this room. She even asked her principal for the money to buy a stamp. The letter asks us for help, and says, "We are just students trying to become lawyers, doctors, congressmen like yourself and one day president, so we can make a change to not just the state of South Carolina but also the world. We are not quitters."

We are not quitters.

上面是一堆煽情的故事..拖台錢,沒啥好談

Their resolve must be our inspiration. Their concerns must be our cause. And we must show them and all our people that we are equal to the task before us.

I know that we haven't agreed on every issue thus far, and there are surely times in the future when we will part ways. But I also know that every American who is sitting here tonight loves this country and wants it to succeed. That must be the starting point for every debate we have in the coming months, and where we return after those debates are done. That is the foundation on which the American people expect us to build common ground.

And if we do - if we come together and lift this nation from the depths of this crisis; if we put our people back to work and restart the engine of our prosperity; if we confront without fear the challenges of our time and summon that enduring spirit of an America that does not quit, then someday years from now our children can tell their children that this was the time when we performed, in the words that are carved into this very chamber, "something worthy to be remembered." Thank you, God Bless you, and may God Bless the United States of America.

最後這兩段,建議寄給台灣朝野諸公...相信昨天有看到美國國會的秩序與氣氛的人,都會覺得兩地的政治水平似乎不處在同一個時空

結語:
深知美國歷史脈絡的就會知道從雷根主政之後美國基本上就是傾向篇右,即便是在柯林頓時代此趨勢都沒有顯著改變,一走走了將近30年,
也讓我們以為世界經濟就是該這麼走

What if this time is different? What if "now" is an important tunring point in history? 如果這是,新的路線出現,而且要走上另一個三十年?

還在搶資源?還在金權遊戲掌握一切?
油價的崩跌一方面除了顯示泡沫的破裂,也顯示了對於新趨勢成形的不安,
大家若是記憶猶新,應該還記得1990年到2000年,只有短短十年,網際網路發展卻宛如跨越了一個世紀..

如果,這次又如法泡製?

如果10年後,市面上有一半出廠的車是油電混和車,如果10年後,美國的電力運輸系統全面更新(美國光汰換老舊線路的電力損耗就能省下10%以上的電力),如果10年後,美國再生能源從現在不到10%倍增到20%以上?如果,這股由美國引領的新風潮擴散到世界各國?成為21世紀的新顯學?

如果..這又成為另一個新的科技泡沫?

還在搶礦搶資源嗎?對伊朗俄國和委內瑞拉等國來說,這樣的新趨勢恐怕比發兵攻打還要慘,這就是左派和右派思維不同的地方
沒有什麼好不好,只是誰掌權,思維就要跟著改!

(共和黨金主)金融,資源,石油out,
(民主黨金主)科技,生化in

(p.s. 推薦一下這一期的Newsweek主題,The Fall of the Petrostates. 石油國家的隕落)

道瓊破底我們會怕(想想道瓊成分股組成)?但Nasdaq為什麼沒破底(現在1425,離底部1295有一大段距離)?費半甚至還不理道瓊連兩天大漲?

台灣經濟數據一團爛,加上全球股市都慘跌,為什麼台股獨強超強?

真的是媒體所謂的陸股效應嗎?那為什麼最有內需概念的金融股慘跌?中概塑化也沒啥好臉色,漲得卻是大家一路看衰,今年財報註定超慘的科技股

Why?

美國總統也宣示要嚴肅面對債務問題,不但是政府債務,更有民間債務,我們可以選擇嗤之以鼻,或是..思索一下
講白一點,如果能源和資源退出世界舞台,我們為什麼對原物料極度相關的紐澳南非等非美貨幣這麼有信心

我們都知道Exxon Mobile是全球市值最大公司,中國銀行市值很大很牛B

但,金融業永遠最重要?不能垮?還是石油業永遠最有力?喊水會結凍?

當金融業受次貸風暴各項衍生交易幾乎壽終正寢時,業務量大量萎縮,大家有沒有想過,
美國政府可能會選擇砍掉重練(國有化),讓金融業回歸到僅具有最原始的商業銀行或頂多加上券商功能?
畢竟,在沒有各項複雜的工具數十年前,金融業同樣存在,國家和經濟體同樣能運行不墜

看看歷史,1999年時,美國光是加州一地科技產業的總產值,就比紐約金融業底特律汽車業好萊塢娛樂業三者總和還要多,知道嗎?

新時代的新風向要看清楚,壓錯寶,站錯邊,要等的恐怕不是三年五年,but a dacade!

以上分享,僅供參考,有錯請不吝指正,感恩m(_ _)m

izaax

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