w******e 发帖数: 1038 | 1 Central theme: Deficit is good, very good for US, cutting the deficit will
drive us to abyss. Mind you, Government deficit is not nearly as bad as you
think, think of the ratio of public deficit / GDP. If the stimulus package
does not back out, we are in a multi-year bull run.
http://hutong9.com/viewthread.php?tid=69143&extra=page%3D1 | w******e 发帖数: 1038 | 2 如果在经济貌似恢复时,巴马冲动下要停止救经济解决外债问题,我们就完了。
但是政府外债也不可能一直扩大,所以在生产力没有突破性飞跃的情况下,重新进入Recession是迟早的事。
我们要Watch the turning point:
"4. Deficit spending on this scale is politically unacceptable and will come to an end as soon as the economy shows any signs of life (say 2 to 3% growth for one year). Therefore, at the first sign of economic strength, the Federal Government will raise taxes and/or cut spending. The result will be a deep recession with higher unemployment and lower stock prices" |
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