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多哥老说要来访，但一连等了三天，也不见来。真如四川人民等待预报后的地震：来也难受，还不来也难受。连日来，一直是整装待发的一副行头，总枉然。
无聊之际翻看财经杂志，沈联涛《研习红酒投资》让心思稍稍有点转移:”红酒收藏也同样可以做为一项投资来看待.好的红酒比如波尔多葡萄酒,可谓资产类型中流动性最好的,一旦你觉得不合适,可以马上喝掉兑现.”1972年他和大学同学合伙投资了三箱葡萄酒,原来计划到80年最晚到90年就喝掉它们,但到了98年酒价已到高位,而其时亚洲金融危机正酣,他们高价卖掉了这批酒,只留一瓶自己喝,收效率很高.尽管如此,他说:”不过,在我看来,最好的投资还是与老朋友一起品尝美酒,加深友情.忘记现在的金融危机吧!”
这才是经典之句，无论投资还是度日。
十月17日, 2008 1:02
除了忘却，除了不以为然，除了好象什么都不想，还能干什么？
十月17日, 2008 7:25
也许,活着?
十月17日, 2008 12:10
心，作为人的“国家机器”还在运作，就有奔头，而且往往只要借助一点外力，就会如愿以偿。
十月17日, 2008 12:48
还是可以保留理想、不成熟和浪漫
生活会有趣很多
十月17日, 2008 13:05
这两天在看张五常教授最近对金融危机的关注材料，
看到十月初美国经济学者给官方（姑且这么称吧）的反对信
琢磨了两遍
很是佩服，严谨、负责，
功过自然是后人定的，
我们就当作好文来读吧：
To the Speaker of the House of Representatives and the President pro tempore of the Senate:
As economists, we want to express to Congress our great concern for the plan proposed by Treasury Secretary Paulson to deal with the financial crisis. We are well aware of the difficulty of the current financial situation and we agree with the need for bold action to ensure that the financial system continues to function. We see three fatal pitfalls in the currently proposed plan:
1) Its fairness. The plan is a subsidy to investors at taxpayers’ expense. Investors who took risks to earn profits must also bear the losses. Not every business failure carries systemic risk. The government can ensure a well-functioning financial industry, able to make new loans to creditworthy borrowers, without bailing out particular investors and institutions whose choices proved unwise.
2) Its ambiguity. Neither the mission of the new agency nor its oversight are clear. If taxpayers are to buy illiquid and opaque assets from troubled sellers, the terms, occasions, and methods of such purchase must be crystal clear ahead of time and carefully monitored afterwards.
3) Its long-term effects. If the plan is enacted, its effects will be with us for a generation, for all their recent troubles, America’s dynamic and innovative private capital markets have brought the nation unparalleled prosperity. Fundamentally weakening those markets in order to calm short-run disruptions is desperately short-sighted.
For these reasons we ask Congress not to rush, to hold appropriate hearings, and to carefully consider the right course of action, and to wisely determine the future of the financial industry and the U.S. economy for years to come.
十月17日, 2008 19:16
戈多今晚不来了，但明晚准来……
十月18日, 2008 22:54
神,你真聪明!一早就接到通知了.