Friday, October 19, 2007

任總還拖!

3 days ago on 16th of October, I wrote a piece criticizing the establishment of MLEC by the US Treasury Dept.

In the piece titled 銀行玩連舟 焗央行相救, the first two paragraphs were...

"... 當今世上,最有計劃經濟味道,常出現政府指導啲單位點做生意嘅行業,一定係最能代表「資本主義」嘅銀行業。特區都係咁,唔覺得諷刺咩?

大家都知道銀行係一個中間人,將存戶嘅錢,借畀有需要嘅人,從中賺取息差。情況有如麪包店買麪粉,跟住焗麪包賣。銀行只不過係另一門生意。不過政府唔會同麪包店話一定要保留8%嘅麪粉,作為後備,而銀行存戶嘅錢政府就會。..."



Lo and behold 2 days later on the 18th of October, 金融管理局總裁任志剛 Joseph Yam published a piece titled 銀行是否「與別不同」

Which first sentence was, "銀行業是否與其他行業一樣,抑或是「與別不同」呢?"



After reading that sentence, I was like OMG!!!任總還拖!

I am as surprised as anyone to find out that 任總 is also《金手指》fan 屎! hahahahahaha

Would like to thank vc for providing the tip.

4 comments:

  1. 任總今次說得不錯

    高明輝及你們近期以自由市場理論評擊政府對經營不善的銀行干預的理據實在要從新思考是否過於理想化

    ReplyDelete
  2. 昨晚...美股跌2%366點..星期一hk都應該跌d..可能最多跌2~3%.大家不用驚慌呀..都慣啦..跌600~700三兩日就追返啦..我想講的返而係報紙頭條的道義問題..一條大學生7萬賺300萬可以做頭條..昨晚美股跌366點卻連財經版頭條都冇(星島,apple及東方頭條都係股神太早沽中石油,話跌會追貨呀)好明顯好明顯好明顯好明顯地報喜不報憂..下星期美國好多關於樓房的數據出...說不定一注獨沽hsbc下星期可能有微利!!
    栢文兄...我以為你會講下youtube香港版或少年股神7萬變350萬..我相信你的讀者是清醒的..幣傢伙...我好似變左王冠一..超級無敵唱淡王!!喂..黃國英又攪吹水宴...$680一位...你不心郁嗎??唔好收咁貴喎

    ReplyDelete
  3. 柏文,

    Warren Buffett 已經將他手上的中國可油 857 全數沽出. 他現在在想什麼呢? 他對中國及美國的股票市場有什麼獨特的見解? 當真正的股神作出如斯決定的時候, 他是否已經察覺到一些我們的盲點?

    你認為如何?

    ReplyDelete
  4. On Buffet selling PetroChina, Professor 曾淵倉 is right.

    He is a value investor. When he thinks there are no longer any value, he will sell.

    For us. We don't buy PetroChina at $20 because we think it is good value. But because we think bigger suckers are coming to buy it from us.

    Different philosophies.

    ReplyDelete