主题：银行的好日子结束了 -- zhuhit

They do not understand that the European history is full of examples of COLLECTIVE IRRATIONALITY--Mutual self-destructions.

The banking crisis in 1932 is just one perfect footnote.

What a poor idiot/四大行之一宏观研究部一把手

2，美国修复向好

--wrong on this one too. America will enter into the 2nd recession soon. This time, the recession will be milder than the depression in 2008-2009.

3，平台债不足惧，尽管有地方中央打架，但是系统性债务崩盘是大家不允许的，国内财政还有能力解决

--haha. Wait and see.

6、恐惧的是：全面的经济快速失速，大银行的底裤就露了，那时才是房价真正的向下调整。换句话说：2012年4月，我们并没有全面快速失速。

he may know China, but he knows little about the world outside China.