主题：奇人刘军洛 -- 倥偬飞人
前段时间有人提到了刘军洛，出于好奇，在下还搜罗过他的言论和新闻。
现在他也有了自己的博客。令人佩服的是，早在2000年他就预告了美中之间的经济形势发展趋势。他今天的观点也非常有参考的价值。
尤其心有戚戚焉的是这句：
呵呵，俺倒是投资到位了。
他提出的次级金本位，和在下鼓吹的实物货币也是相近的概念。
刘军洛与众不同的一点，就是他对政治经济学的把握，这个在冷战之后被很多人包括一些中国人遗忘了。云云众口之中，寻章摘句的书虫见了不少，居然还有大言不惭黄金过时论的，完全觉察不到美国人乾坤挪移的用心，这种人搞经济投资，顶多是个财富摧毁机器。
希望中国走出美国人画好的怪圈，不要重蹈日本的覆辙。也希望刘军洛的声音，能够引起当局者的重视。
至于我等股民嘛，刘军洛的博客，也是股海里一盏明亮的航标灯！
按刘军洛的说法，似乎把葡萄说的点明白了一点儿，但还是说的不够明白。不过葡萄认为我们是在积极准备这场金融战争的，但刘却认为当朝被主流经济学家观点所把握，对金融战争非常的不乐观。不过有一点可以推测出来的是，刘现在没有得到重视。
http://www.wyzxwyzx.com/Article/Class22/200608/9247.html
关于他的一点信息 大家看看
他与葡萄不同的态度可能是因为他的经历造成的吧
作为第一批新中国股票投资者，刘军洛有着辉煌的过去，高干子弟的背景（刘伯坚的嫡孙），数千万的家产，广博的学识，是一个十足的公子哥儿，不但会赚钱，也会享受，他是中国第一批股民，也是最早的大户之一，平时总是鲜衣怒马，以车代步，消遣也是邀些朋友打打高尔夫之类的。
但是90年代的一场突如其来的变故，让刘军洛跌到了谷底，所剩的只是今天蛰居在家徒四壁、破败的流浪猫之家和他的300多只流浪猫。
如果刘军洛居住在美国，那他今天一定是美联储的要员，如果刘军洛出生在日本，那大藏省一定是他的舞台。很不幸（我只能用这个词来形容），中国的刘军洛只能是一个体制边缘的舞者。
刘军洛现在住在上海郊区一栋危房里。每天除了搭2、3个小时的公车上图书馆查资料、写文章，剩下的时间就是帮女朋友多姿融照料那些从外面捡来的流浪猫。上海的流浪猫已泛滥成灾，他们是八年前开始收养的。除了照料这200多只猫的吃喝拉撒睡外，他还得和当地的一些前来敲诈勒索的地痞流氓周旋。为此他花光了以前做期货时赚的所有积蓄，后来还卖了车子和房子。带着猫们举家搬到郊区的这栋危房里。小楼二层唯一一间拒绝猫的房间维系着300只猫的希望。每天给猫买食物要花掉600元，公猫做一次绝育需要50元，母猫一次绝育100元，仍有几只猫在住院。每个月两三万元支出全靠房间里的一台无线上网的笔记本电脑。炒外汇出身的刘军洛后来迷上了宏观经济研究，一直撰写经济评论，可现在，不得不再次下海，炒起了期货，而且是白天上海交易所，晚上外盘，连轴做。他这么做无非是出于一个中国人的责任感！
del
del
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最近双宝得的真多～～
谢谢：作者意外获得【西西河通宝】一枚
鲜花已经成功送出。
此次送花为【有效送花赞扬，涨乐善、声望】
如果说过去30年来，总体上讲中国获得了更多的利益，也许说的过去。
但是时移势易，如今有必要审视和仔细考虑是否真的还是这样。近几年实际上是美元储备扩张，购买力不增加甚至下降，而国内消费仍然止步于高速通货膨胀，教育、住房和医疗就是明证，更不用提为了给美国消费者提供廉价产品，对中国环境造成了多大的污染，消耗了多少不可再生资源？？？对大多数中国人而言，生活质量是在提高，还是在下降？
仅仅用黄金作为货币基石当然是不够的，但是加入其它资源类商品则是非常合理的，称之为次级金本位也好，实物货币也好，都是这个概念。美国人滥印货币是脱离了经济学的good faith，为什么要跟着他们走到黑？连日本人都不想跟了，中国就更没有必要当这个冤大头。
能不能提供细节？
这个走势图是一只加拿大矿业股票，大量的铜、金等储量，八个月5倍的涨幅，原始股也不过如此甚至不如。俺没说的东东，不表示俺没有做，呵呵
推荐这只股票的news letter主要推荐黄金类矿产股，最新一期的内容透露如下：
Stay the Course
“Why is this happening?” is the question I always get as we go through
one of these slow summer periods.
When I look at the fundamental picture for gold and silver, I have absolutely
no worries about the longer term picture and where prices are
headed. They are going higher; way higher than where gold and silver
currently trade.
The accelerating evidence for this is so obvious to me that I wonder
how other intelligent people cannot understand where this will all lead.
Just a few of the many glaring warning signs that stick out to me lately
are the following:
• The national debt of the U.S. as of June, 2007 is $8.85 trillion
and growing at an alarming rate of $1.38 billion a day
• The number of homes entering foreclosure in the U.S. will easily
top one million in 2007 and continue to rise in 2008
• The U.S. real estate market is headed for trouble
• Consumer confidence is clearly falling
• The U.S.Dollar is falling against other currencies despite the
continued attempts to prop it up. The latest currency to rise
against the dollar is the yen
That being said the shorter term scenarios are much more difficult to
predict and often cause considerable anxiety for investors when gold,
silver, and the mining shares have a sell-off as we are currently experiencing
in the market.
Regardless of what you hear from the talking heads in Washington and elsewhere, I believe we are fast
approaching the point where gold is going to breakout. The powers that be, who understand this, are in my
opinion clearly trying to keep gold under the $700 an ounce level. Central banks who are desperately trying
to keep the whole fiat currency game together simply cannot allow gold to cross that benchmark because
of the attention it will draw from a much larger audience of investors not just in the U.S. but worldwide. The
exodus from the dollar is looming. This is the reason why we are seeing the massive amount of gold that
has recently been dumped on the market by central banks. The inflexion point when dollars start to really
fly towards gold for protection is soon at hand in my opinion. Don’t be shaken out by any of this. Yes, we
could see further downside, but my mantra remains “STAY THE COURSE! DO NOT BE SWINDLED OUT
OF YOUR METALS POSITIONS BY THE SWINE THAT DESIRE YOUR DEMISE”
Look at this time as the moment when you should be adding to positions, not selling. Be patient and let the
rising trend work its magic. All you need to do is play the waiting game. Don’t let this bull shake you off. It
desires your submission but the big gains will go to those who hold their positions and stay the course.
这里给大家一个对黄金市场近况的分析，俺就不必费力气了。
--- 具体的个股，俺就略去不提了，别砸砖，俺躲！