Some readers who are used to going to the Internet have read it and told me if he copied it from you, because we readers, starting half a year ago, have heard me repeat the same point of view many times.

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Credit Suisse analyst Zoltan Plozsar recently wrote an article about the world order, which caused a huge response in Wall Street and global markets.

Some readers who are used to going to the external network have read it and told me if he copied it from you, because we readers, starting half a year ago, have heard me repeat the same point of view many times. This is how I see the question of

. His point of view is not his, and my point of view is not mine. Strictly speaking, we just state the facts we see separately.

Someone once was surprised why thousands of years ago, people from the East and West world who had no contact had very close views on the same thing.

It is magical from the perspective of metaphysics, and it is simple from the perspective of science.

I ask you, Orientals wake up every morning and see the sun rise to the east. Do Westerners wake up every morning and see the sun rise to the west?

Everyone sees the same phenomenon, and what's the point of view?

Orients saw ships sailing in the distance on the east coast, first seeing the mast, then the hull, and Westerners saw ships sailing in the distance on the west coast, also first seeing the mast, then the hull.

To put it bluntly, we just saw the same thing.

So what did Zoltan Plozsar say? He just explained what we have said and well-known facts from the standpoint of the United States, and once again, it caused a huge response in the Western world.

Let’s take a look briefly.

The first point, he said that the United States is on the eve of the Great Depression.

This is nothing new. Readers who have been following for more than half a year are basically tired of listening. I have said since the beginning of the year that inflation in the United States is continuous, and there is only one way to solve inflation. It is not hike rate , but to enter recession. As long as Americans line up to take relief like in 1929, inflation will be resolved.

This is not what I said. For more than half a year, I have quoted Morgan , Goldman Sachs, and various institutions. I just repeated the things that people express in English in Chinese.

at most makes others' euphemistic statements a little bit mean.

As for Goldman Sachs, starting from the fourth quarter of last year, the flow of various large funds, what they are betting on and what they are betting on, we talked about at the beginning of the year. After we talked, a few months later, Goldman Sachs simply disclosed the data and stopped pretending. The big guy showed you the trump card directly. The other person's position was announced.

Therefore, the views on this issue around the world are becoming more and more consistent. I still remember the first time we talked about this, and what I said was that the United States is likely to enter a recession next year or later.

A few months later, many analysts removed the high probability, and now, many analysts also removed the year after tomorrow.

So under the gradual development of such a large public opinion environment, Zoltan Plozsar said that the United States is on the eve of the Great Depression, just repeating it. He is repeating the market's views and his own.

There is no newness here, and there is no way who says first and who says later.

You think everything is copied by others, it is just because you only look at my expressions. When you first see my expressions, you think of why it was all my slap in my head.

is not.

My point of view also comes from this market, just as Zoltan Plozsar's point of view also comes from the same market. We all live on Earth.

The second point is that he gives the fundamental reason for the irreversible inflation in the United States.

Zoltan Plozsar said that the low inflation in the Western world over the past few decades was based on the system of cheap energy and cheap commodity.

Energy is continuously imported from Middle East , Russia is continuously imported into the Western world, and cheap goods are continuously transported from China to the Western world. This is the fundamental reason why Westerners can maintain low inflation for more than ten or twenty years for a long time without the sustainable development of manufacturing and no wages.

Whether it is Russia, which sells energy or China, which sells cheap goods, they inject the money they earn back into the Western financial system by purchasing US dollars.

keeps the system running.

Now, the awareness of selling cheap energy is now that others quit. Those who sell cheap goods have also realized it and no one else can do it. People want to do high-end manufacturing, sell goods with higher added value, and reshape the international financial system .

Please note that this is what Zoltan Plozsar says and it is also his position.

Readers are very familiar with it, right? So no wonder many people leave messages saying that he copied me because I have expressed the exact same concept, but the position is from the perspective of China.

Then I tell you, he absolutely didn't copy me because this is nonsense.

The above statement is a fact that everyone in the market has known in the past few decades. This is how the world financial system works.

I have made an example many times called the theory of workplace evolution. I say that if a person is new to the workplace, it is inevitable that the manager has a good relationship with you. As you improve, when you are both a strong competitor to the next director with the manager, it is inevitable that the manager will suppress you and limit you.

If we weren't for us, perhaps Russia could only endure it. This country has many innate defects, the biggest flaw is that there are too few people and it is impossible to build an effective internal market and full industrial chain.

If India was not us, Russia would have to endure it. I have talked about this topic many times. The biggest problem in India is that they lack the same passage as the , Qin Shihuang, , and the same passage in our history.

so that although they have enough people, they cannot form a unified market and collaborative industrial chain.

and we have all this.

When new competitors emerge, old employees who are not in harmony with the former department manager are very likely to jump up.

This is the best time to change your destiny.

So let's put it bluntly, let us always provide cheap goods and inject them into the Western financial system, which is unrealistic and does not match our status.

Compared with the old department managers, we are newer, but our employees have high education, strong skills, good eloquence, and are good at doing things.

understands this? A newcomer with these four points at the same time is absolutely unstoppable. He must be promoted to the manager and will definitely be promoted to the manager. It will be a matter of time.

Those who can never advance and can only be used by old managers must have serious flaws, such as having good skills but stuttering, or having good eloquence but not knowing technology at all.

Once all four fields are opened, you will be the manager sooner or later, the old manager will understand it, and other employees will understand it.

Then of course Zoltan Plozsar can understand.

What he expressed is that something went wrong with their original system. Those who sell cheap energy are disobedient, and those who sell cheap goods are disobedient.

So on this basis, the inflation in the United States becomes irreversible. So, the United States is on the eve of recession, and it's called here.

3, Zoltan Plozsar's solution.

We must always pay attention to that Zoltan Plozsar is a Westerner. What he wants to do is not to vote for us like Xu You and Cao Cao . After seeing the general trend, he will come to vote for us.

is not.

What he wants to do is to desperately maintain the original system, that is, the Western system after the collapse of Bretton Woods system .

Is there anything new about his suggestions? The answer is no.

He said two things, both of which were done when Trump was in power.

A restriction in a high-tech field, such as chips, has been done during the Trump era.

Why does this? Zoltan Plozsar made it clear that the problem that cannot be solved can only delay and delay our promotion and salary increase. Why should

be delayed? Because we have to buy time, what is the time we buy?

Reconstruct the manufacturing production system.

Isn’t this what Trump did not do back then?

Regarding this topic, I had already talked about it as early as when I introduced "American Factory" invested in and filmed by Obama .

I once said, for individuals, what is the most important thing? opportunity.

What is the most important thing for the team? consensus.

If a team fails to reach a consensus, there is no way to seize the opportunity. Eight horses pull the car in eight directions, and the car will not move.

The United States has never lacked knowledgeable people. People who are more forward-looking than Zoltan Plozsar in the Western world have seen the essence of the problem many years ago.

The problem is that Obama has passed, the king of understanding has passed, and now the king of sleep is almost over. Zoltan Plozsar is a cliché and can still cause a loud noise at such a cutting-edge place on Wall Street. What does

mean?

shows that so far, they show no sign of reaching a consensus. The consensus reached by Wall Street does not mean that the United States can reach a consensus, not to mention that Wall Street has not reached a consensus.

Today we are talking about a very macro topic, which is too far away from us. If there is any connection, you have not found that the world has changed very slowly?

The world seems to be repeating the topic we have discussed eight hundred times forever.

It is very likely that a person has been successful from youth to middle age. It is very likely that you have succeeded for several rounds and the world has not reached a consensus yet.

This is why I often say that it is God who changes myself. Because anyone with a little view of time and space will understand what timeline is the length of their life matching.

Do you think people like Zoltan Plozsar worry about how to change the world for you every day? You're thinking too much. He is just busy making money every day.
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