G******t
发帖数: 1782 | 1 http://www.cnbc.com/id/31526815/page/3/
BECKY: When we sat down with you here last year, you said inflation was a
very big worry for you. What do you see today? Do you worry about
inflation or deflation?
BUFFETT: Well, I don't worry about deflation at all. We won't see
deflation in any significant amount in your lifetime, which is more relevant
than my lifetime. We've taken action in fighting the economic war that we
face that certainly sows the seeds of substantial inflation down the road |
h*******y
发帖数: 864 | 2 巴菲特一直认为,通货膨胀不是经济行为,而是政治行为. 因为,没有政治力量能监督
政府制造通货膨胀,而对政府来说,通货膨胀比增税和减少开支比,是最不痛苦的方
式之一.
现在最大的问题是,随着人口老龄化,财政赤字是一个全球性的问题. 而全球的政府
都可能选择通货膨胀这个不会造成直接痛苦的方法来推迟问题的爆发. 我也不觉
得有什么方法可以避开通货膨胀.
relevant
we
【在 G******t 的大作中提到】
: http://www.cnbc.com/id/31526815/page/3/
: BECKY: When we sat down with you here last year, you said inflation was a
: very big worry for you. What do you see today? Do you worry about
: inflation or deflation?
: BUFFETT: Well, I don't worry about deflation at all. We won't see
: deflation in any significant amount in your lifetime, which is more relevant
: than my lifetime. We've taken action in fighting the economic war that we
: face that certainly sows the seeds of substantial inflation down the road
|
h*******y
发帖数: 864 | 3 另外,Buffett现在经常言行不一. 如果他坚信高通货膨胀的话,很难理解他为什么要以
10%的利率借给Tiffany二点五亿的美金(八到十年到期). 或者他认为通货膨胀仍然
很遥远?
relevant
we
【在 G******t 的大作中提到】
: http://www.cnbc.com/id/31526815/page/3/
: BECKY: When we sat down with you here last year, you said inflation was a
: very big worry for you. What do you see today? Do you worry about
: inflation or deflation?
: BUFFETT: Well, I don't worry about deflation at all. We won't see
: deflation in any significant amount in your lifetime, which is more relevant
: than my lifetime. We've taken action in fighting the economic war that we
: face that certainly sows the seeds of substantial inflation down the road
|
s*****g
发帖数: 5159 | 4 如果是滞胀的话，10% return是合理的，比如通胀7%，经济增长<2%。而且要看借给
Tiffany的钱安全与否。
【在 h*******y 的大作中提到】
: 另外,Buffett现在经常言行不一. 如果他坚信高通货膨胀的话,很难理解他为什么要以
: 10%的利率借给Tiffany二点五亿的美金(八到十年到期). 或者他认为通货膨胀仍然
: 很遥远?
:
: relevant
: we
:
|
s********n
发帖数: 1962 | 5 He doesn't think inflation is an immediate danger.
And 10% is a good deal anyway, you have to diversify.
【在 h*******y 的大作中提到】
: 另外,Buffett现在经常言行不一. 如果他坚信高通货膨胀的话,很难理解他为什么要以
: 10%的利率借给Tiffany二点五亿的美金(八到十年到期). 或者他认为通货膨胀仍然
: 很遥远?
:
: relevant
: we
:
|
h*******y
发帖数: 864 | 6 I actually suspect it is more than that. Because BRKA owns quite a few high-
end jewelry stores, there could possible be several anti-competition clause
in the loan doc that protects their market shares. Buffett is a very good
businessman. So I suspect the loan is not based on its own investment
returns only. Of course, I have no access to any of the info and it is pure
speculation.
【在 s********n 的大作中提到】
: He doesn't think inflation is an immediate danger.
: And 10% is a good deal anyway, you have to diversify.
|
a**e
发帖数: 5794 | 7 高通胀在今天的股市上已经反映出来了
relevant
we
.
【在 G******t 的大作中提到】
: http://www.cnbc.com/id/31526815/page/3/
: BECKY: When we sat down with you here last year, you said inflation was a
: very big worry for you. What do you see today? Do you worry about
: inflation or deflation?
: BUFFETT: Well, I don't worry about deflation at all. We won't see
: deflation in any significant amount in your lifetime, which is more relevant
: than my lifetime. We've taken action in fighting the economic war that we
: face that certainly sows the seeds of substantial inflation down the road
|
s********n
发帖数: 1962 | 8 that's not true....
【在 a**e 的大作中提到】
: 高通胀在今天的股市上已经反映出来了
:
: relevant
: we
:
: .
|
b*****u
发帖数: 1339 | |
N********n
发帖数: 8363 | 10
Try opening your eyes.
【在 b*****u 的大作中提到】
: 哪里看出来搞通胀了？
|
|
|
c********t
发帖数: 1756 | 11 失业率不增加了，它就来了！我估计未来几年是滞胀 |
n******n
发帖数: 12088 | 12 很有道理。
买TIPS？
【在 h*******y 的大作中提到】
: 巴菲特一直认为,通货膨胀不是经济行为,而是政治行为. 因为,没有政治力量能监督
: 政府制造通货膨胀,而对政府来说,通货膨胀比增税和减少开支比,是最不痛苦的方
: 式之一.
: 现在最大的问题是,随着人口老龄化,财政赤字是一个全球性的问题. 而全球的政府
: 都可能选择通货膨胀这个不会造成直接痛苦的方法来推迟问题的爆发. 我也不觉
: 得有什么方法可以避开通货膨胀.
:
: relevant
: we
:
|
n******n
发帖数: 12088 | 13 一天就能反应出来？
【在 a**e 的大作中提到】
: 高通胀在今天的股市上已经反映出来了
:
: relevant
: we
:
: .
|
G******t
发帖数: 1782 | 14 Treasury Inflation-Protected Securities (TIPS) 通过什么渠道买？有TICKER么？
【在 n******n 的大作中提到】
: 很有道理。
: 买TIPS？
|
N********n
发帖数: 8363 | 15
It's a garbage scam. Don't waste a dime on that. Won't protect you
from inflation at all.
【在 G******t 的大作中提到】
: Treasury Inflation-Protected Securities (TIPS) 通过什么渠道买？有TICKER么？
|
G******t
发帖数: 1782 | 16 you mean it is like government sponsored scam or ponzi schema like social
security?
http://www.treasurydirect.gov/instit/annceresult/tipscpi/tipscpi.htm
【在 N********n 的大作中提到】
:
: It's a garbage scam. Don't waste a dime on that. Won't protect you
: from inflation at all.
|
i******l
发帖数: 828 | 17 iShares Barclays TIPS Bond exchange-traded fund (ticker: TIP) but TIPS is
based on government numbers, so you will be wasting your time..
【在 G******t 的大作中提到】
: Treasury Inflation-Protected Securities (TIPS) 通过什么渠道买？有TICKER么？
|
N********n
发帖数: 8363 | 18
It's based on government cooked #s of inflation, and you simply cannot
trust the government.
【在 G******t 的大作中提到】
: you mean it is like government sponsored scam or ponzi schema like social
: security?
: http://www.treasurydirect.gov/instit/annceresult/tipscpi/tipscpi.htm
|
f********f
发帖数: 290 | 19 这个，有例子证明么？
比如说，历史上，政府给出的通胀数字远低于实际数字？
【在 N********n 的大作中提到】
:
: It's based on government cooked #s of inflation, and you simply cannot
: trust the government.
|
z***y
发帖数: 79 | 20
http://www.shadowstats.com/
【在 f********f 的大作中提到】
: 这个，有例子证明么？
: 比如说，历史上，政府给出的通胀数字远低于实际数字？
|
f********f
发帖数: 290 | 21 恩，多谢。仔细看看
【在 z***y 的大作中提到】
:
: http://www.shadowstats.com/
|
