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@odpanda
God is working in you, both to will and to work for his good pleasure.
Tham gia Mayıs 2009
1.4K Đang theo dõi205 Người theo dõi


@odpanda @NoLimitGains I'm down bad too, rn. August expiry. What you got?
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@MasterPandaWu Bro’s got courage.
It takes balls to short it right here.
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我跟他是比较有交集的
说他是赌徒性格吧,我觉得说得浅了。
因为那个年代的中国的房地产市场,基本上是一条直线的往上走,中间的波折也是一个V型的快速反弹。所以每一次上桌如果不是满仓下注的话,回头看一定觉得是错失良机。而且这是一个长二十多年的一个历程。
所以一直走过来,基本上房地产的所有开发商都是上满杠杆的,而且是过度杠杆。那是有长时间段的一个养成过程,这个习惯是很难改的。我觉得这个是最大的宏观性因素,也是最根本性的原因。
挥金如土也是那一代的创业者的共性,只不过他比较高调。挥金如土的大有人在。
有几个原因
第一,这是创一代,所有挣的钱全都是自己挣的,不是富二代,那我挣的钱我愿意怎么用就怎么用
第二,那时的中国经历一个长达二三十年的上升期,大家就觉得今天挣的今天花,明天还有更多的可以挣回来。根本不用怕明天没钱花
第三,这一代的创一代都是从贫穷走出来的,所以大家对新鲜事,能买到的事儿都愿意去尝试,因为这是好奇心驱使。
第四,大告天下,老子成功了,老子挣钱了
我觉得这几个是宏观上比较值得讨论的点,
至于说个人的微观因素,什么赌品很好,那完全是另外一回事。
其实中国那一代的人都喜欢赌。基本上是共性,我见了那么多商人、官员,基本上那一代的人都喜欢赌。
至于他和香港富豪对赌牌局,输得豪畅,其实是他买通人情的一个方法。是投资。最终这些富豪全在他身上投了大钱,最后血本无归。
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@Amena__Bakr I know Bro, Don’t judge the player. Study the game and help me rich bro
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@DrJStrategy DOPE, inventing new arguments out of thin air while adding leverage! This means the next meeting will be more favorable for Trump.
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Food for thought.
Yes, the New Great Game is unfolding.
No nation stands to gain more from a closure of the Strait of Hormuz than the United States, across the short, medium, and long term.
This logic is embedded in President Trump’s National Security Strategy, with the Trump Doctrine now visible in practice. Strategically, China loses on multiple fronts with Hormuz closed: seaborne Middle Eastern supplies are constrained just as Venezuelan crude is increasingly redirected toward the U.S. Gulf Coast on short, politically secure routes. At the same time, the Strait of Malacca, and with it, the broader Malacca Dilemma, moves to the center of gravity. In parallel, the Sunda, Lombok, Makassar, and Mindoro Straits remain critical arteries for Chinese trade and energy flows.
Together, they constitute the geographic chokepoints of Beijing’s vulnerability, and Washington is acutely aware of this. Yes, the New Great Game is unfolding, and Wall Street has yet to comprehend the consequences.

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