2011年7月28日 星期四

明燈不滅,牛市不完。

一本都幾多嘢睇,一向以市場經濟掛帥但又另人百思不得其解咁一直反黃金嘅外國雜誌,最近 "又" 出咗篇反黃金文章。哩篇嘢經典囉,簡直係歪理連篇。現節錄數段以娛大眾:

(1) "Is gold money? No. Money is the medium of exchange."

(正確答案:人類用黃金作medium of exchange用咗超過兩千年 ga la wor,你唔係唔知吓嘩)

(2) "There's nothing all that special about gold except for the fact that over much of human history people have behaved as though there is something special about gold."

(正確答案:Gold is indeed very special. Why? 因為佢係一個誇地域時空保障財富嘅物品。例如你呀爺 (斯文D咁講係:祖父) 幾十年前買落嘅金條,你今日攞去世界任何一個地方,條金條都係一樣有價值嘅嘢,一定會有人用錢同你買咗佢,又或者你一定可以用條金條交換其它物件或服務,方便快捷,真正世界通行。但如果你呀爺係留番D國民
政府臨撤出中國大陸前發行嘅金圓券呢?唔計收藏價值,依家佢完全係廢紙一張,都唔知揾邊個認頭,絕無貨幣功能。)



(3) "...central banks have demonstrated that they're basically as good as miners at keeping the value of a medium of exchange predictable."

(正確答案:佢一定冇見過津巴布韋每張面額 100兆 (100 trillion) 嘅銀紙。佢連咁基本嘅常識都冇,服咗佢。不禁另我問一問,點解一個智力健全嘅成年人會相信一個政府對權力及自我膨脹嘅慾望會有自制能力嘅呢?兩個原因:哩個人一係無知,一係奴性甚強!)



最經典係同一本雜誌响2003年尾黄金剛升穿US$400一安士時出過一篇關於黄金嘅文章。平心而論,當日果篇嘢又唔算好反黃金,不過係唔信黃金牛市已經開始咗啫。好啦,到咗2010年中,同一本雜誌响黄金處於US$1,200一安士時又出咗一篇反黄金嘅文章,叫人唔好諗住黄金仲有得升喎。至於由2003年至2010年期間本嘢出過幾多反金評論我就冇計啦。

2003依家,金價升咗四倍,但同期 S&P 500 只係升咗兩成,竟然仲有人真係可以無視歷史洪流,完全唔檢討吓自己嘅分析邊度出錯,繼續閉門造車,唱衰黄金!
哩本雜誌係乜名唔重要,佢只係一個例子,表示响黃金哩件事情上,有一批主流傳媒 ”面對金價升足十年未跌過嘅事實(記住,係一個事實),真係...會豎起隻手指念:我睇佢唔到,我睇佢唔到!真係千古奇聞!!!

我保證,當黄金升到兩千蚊美元一安士時,我哋一定,要強調係一定,又會見到一批反黄金嘅評論出現。Why? Becasue they just don't get it. They don't get it and they never will as they never understand what money is!

但其實我係要衷心多謝哩班明燈,因為佢哋除咗長期提供笑料,娛樂大衆之外,响哩個波濤凶湧嘅金市裏面,見到明燈,就俾咗我一份安心,另我無需徬徨,可以繼續 long gold。明燈一日不滅 (i.e. 轉軚睇好) ,黃金牛市一日未完。



(後記:八月十一日删掉部份內容)

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