主题：欧洲将死,G-2当立! 立此存照--in Feb. -- parishg
家园 I am kidding, I just cite Broad Wu and Victor Chen and changed a few words.
Here death=break down of the Euro monetary system.
When Euroland elevates its currency to compete with America for the global reserve currency status, its death is already certain.
As to where Europe goes, who cares? If it goes on the road of self-destruction, it is not bad for Asia and America.
家园 欧元不会完蛋的。 看看欧元从设想到实施到现在，大风大浪多了，这小河沟翻不了船。更何况美元也是漏洞百出。
家园 如果用欧洲承认中国市场地位来交换，值不值？ 家园 老大，能不能用中文啊，俺看的很郁闷啊 家园 昨天知道一些人在这个上面发了笔 家园 the long term trend is very obvious.
The easiest money to make.
The US real estate market and stock market are all pumped up by Fed. So it is dangerous to short US now.
家园 给老朋友唱个反调。本人在今年二月的一个观点，现在也没变。 发表于 2010-2-26 01:41 PM
法德等老欧洲这等老僵尸不会那么容易死掉的，这一点要放心。现在进行中的临界点游戏，不玩成真刀实枪，如何让各方妥协。试想如果希腊民众认为欧盟最后必会出手相助，肯定不愿接受苛刻的紧缩方案。而老美一定不会放过鼓动希腊民众造反到底的机会，形成双方陷入僵局的状况。但老欧洲在美国的第五纵队的势力也不容小视。其他地缘大国势力，也会适时插手。反正在相当长一段时间内，这种过山车似的场景将不断出现。
家园 one flower here. no problem. It is great to have competing voices with solid reasoning.
I do not expect a collapse of the core(Fr/Germany). But capital outflow and financial system turmoil will hit Euroland for sure AND HIT HARD FOR SURE.
I bet against Latin European stock markets as well Euro, so from Feb to now, I am easily reaping financial gains from my insights. I will keep my long-term short positions until the end of this year.
Enjoy the 2010 Best Movie: Clash of the Titans, Dollarland vs. Euroland! Have a glass of Cabernet Sauvignon...