[FONT=宋体]今天下午参加了一个在京基金经理暨私人银行投资人月度通风会,交流了一些信息:[/FONT]
[FONT=宋体]跟经济学家上课一年,不如和机构聊[/FONT]2[FONT=宋体]个小时,这就是为什么巴菲特的午餐很贵的原因。[/FONT]
10[FONT=宋体]年投资平均回报分析([/FONT]2001[FONT=宋体]年[/FONT]-2010[FONT=宋体]年)[/FONT]
[FONT=宋体]古董[/FONT]/[FONT=宋体]艺术品[/FONT] 2000%
[FONT=宋体]珠宝[/FONT]/[FONT=宋体]玉石[/FONT] 1000%
[FONT=宋体]香港[/FONT]H[FONT=宋体]股[/FONT] 600%
[FONT=宋体]房地产[/FONT] 500%
[FONT=宋体]黄金[/FONT] 350%
[FONT=宋体]石油[/FONT] 200%
PPI 180%
GPD 120%
CPI 45%
[FONT=宋体]债券[/FONT]/[FONT=宋体]储蓄[/FONT] 36%
[FONT=宋体]大陆[/FONT]A[FONT=宋体]股[/FONT] 25%
[FONT=宋体]艺术品和珠宝指数[/FONT] - - - [FONT=宋体]富豪幸福指数[/FONT]
[FONT=宋体]房地产指数[/FONT] - - - [FONT=宋体]富人幸福指数[/FONT]
[FONT=宋体]上证综指[/FONT] - - - [FONT=宋体]穷人幸福指数[/FONT]
CPI - - - [FONT=宋体]贫民幸福指数(穷人痛苦指数)[/FONT]
[FONT=宋体]未来[/FONT]2-3[FONT=宋体]年,富豪幸福指数将再创新高,富人幸福指数高位震荡,穷人幸福指数筑底反弹,贫民幸福指数将出现主升浪。(小贴士:[/FONT]CPI[FONT=宋体]越高则相应的农牧业初级产品和服务行业的增加值越高,则相关产业的劳动者收入相应增加,[/FONT]3[FONT=宋体]年之内大米破[/FONT]3.5[FONT=宋体]元,猪肉破[/FONT]15[FONT=宋体]元,普通剪发破[/FONT]30[FONT=宋体]元,洗车破[/FONT]35[FONT=宋体]元,同城快递破[/FONT]22[FONT=宋体]元,巨无霸汉堡破[/FONT]20[FONT=宋体]元,全聚德烤鸭破300元)[/FONT]
2010Q4 [FONT=宋体]投资方向:[/FONT]
[FONT=宋体]险资观点:重点配置消费行业[/FONT]
[FONT=宋体]基金券商观点:[/FONT]A[FONT=宋体]股上探[/FONT]3000[FONT=宋体]点,理由:[/FONT]M1,M2[FONT=宋体]拐点产生[/FONT]
[FONT=宋体]私募观点:大盘分化加剧,[/FONT]28[FONT=宋体]现象明显[/FONT]
[FONT=宋体]游资观点:轻市盈率,重成长性,流通盘和政策导向[/FONT]
[FONT=宋体]资金流向:[/FONT]
1. [FONT=宋体]海外房地产市场[/FONT]
2. [FONT=宋体]海外金融和矿产品市场[/FONT]
3. [FONT=宋体]奢侈品和古董市场[/FONT]
4. [FONT=宋体]西部基础建设和矿山能源[/FONT]
5. [FONT=宋体]二三线房地产市场[/FONT]
6. [FONT=宋体]一线城市服务和流通行业[/FONT]
2010[FONT=宋体]年[/FONT]4[FONT=宋体]月汇改以来,平均单月热钱净流出[/FONT]100[FONT=宋体]亿美元,目的地主要为美加和澳洲,房产政策紧缩,二手房和一手房价格倒挂。截至[/FONT]8[FONT=宋体]月[/FONT]31[FONT=宋体]日,人民币流通量越为[/FONT]GDP[FONT=宋体]的[/FONT]200%[FONT=宋体],同期美国为[/FONT]70%[FONT=宋体]。[/FONT]
[FONT=宋体]各种主流货币的背后支撑:[/FONT]
[FONT=宋体]美元:世界金融市场[/FONT]+[FONT=宋体]房地产[/FONT]+[FONT=宋体]农产品[/FONT]
[FONT=宋体]欧元:世界金融市场[/FONT]+[FONT=宋体]制造业[/FONT]+[FONT=宋体]贸易顺差[/FONT]
[FONT=宋体]英镑:世界金融市场景气度[/FONT]
[FONT=宋体]日元:贸易顺差[/FONT]+[FONT=宋体]制造业[/FONT]+[FONT=宋体]金融债券市场景气度[/FONT]
[FONT=宋体]澳元:农产品[/FONT]+[FONT=宋体]铁矿石[/FONT]+[FONT=宋体]房地产[/FONT]
[FONT=宋体]加元:石油[/FONT]+[FONT=宋体]农产品[/FONT]
[FONT=宋体]瑞士法郎:黄金[/FONT]
[FONT=宋体]人民币:制造业[/FONT]+[FONT=宋体]贸易顺差[/FONT]
[FONT=宋体]卢布:石油[/FONT]
这两个**真让人琢磨不透。91 8月的FN,使馆给的回复
Please be advised that we have completed the initial review of your application which is now in queue for mailing of medical instruction forms. In order to minimize the time that we hold passport (s), and provide you with the longest possible validity on your immigrant visa we will only be issuing your medical instruction in the coming ** months. Please be assured that this will in no way effect the processing time of your application.
91 8月的FN,使馆给的回复
Please be advised that we have completed the initial review of your application which is now in queue for mailing of medical instruction forms. In order to minimize the time that we hold passport (s), and provide you with the longest possible validity on your immigrant visa we will only be issuing your medical instruction in the coming ** months. Please be assured that this will in no way effect the processing time of your application.
使馆也太能忽游了. 不知道就不知道吧,还弄俩*.真是欠揍. 回信问他,到底啥意思.91 8月的FN,使馆给的回复
Please be advised that we have completed the initial review of your application which is now in queue for mailing of medical instruction forms. In order to minimize the time that we hold passport (s), and provide you with the longest possible validity on your immigrant visa we will only be issuing your medical instruction in the coming ** months. Please be assured that this will in no way effect the processing time of your application.
Please be advised that the status of your application has not changed since our last e-mail reply to you.
We understand that you wish to be informed of any changes in your status; therefore we welcome you to visit the Case Status Request page on our web site: http://www.canadainternational.gc.c...sier.aspx?lang=eng-case-status-request-en.asp
Please understand that our office cannot provide you with an update of your status by email on a regular basis, but rest assured that we will contact you if necessary.
Thank you for your continued interest in Canada.