主题：去工业化后的再工业化的可能性？ -- 夜如何其

well said, and as usual, I am going to focus more at system and ALGO level, and my methodology in particular.

1.

why I keep "politicizing" TGchina in almost all my posts?

"走我们自己的路 让别人无路可走", Tgchina's propaganda (more of propaganda than anything else, I think TG leadership understands that)

however, the global capital market went panic in 2008-2010 financial crisis: 1 of reasons, market kind of got fxxked hard by tgchina's huge disruption to the US managed global system post WWII, and its financial "derivatives" of all kinds as a consequence of that "TGchina disruption".

can system survive that high order 扰动 and come back to its equilibrium state?

2.

http://www.ccthere.com/article/4031510

"I care about TG the most, because TG is potentially the biggest game changer to this US led game;

if all potential game changers are neutralized, then the systematic risk is reduced significantly;

US led 2008 global financial crisis: part of reasons, globalization of capitalism, china's rise and its huge impact on the system, etc.

now the system is somehow adjusted itself to the huge disruption caused by Tgchina as a huge new elephant in the otherwise already crowded house, and this USA managed house has largely stabilized, although at one point it almost falls apart in 2008.

that is the #1 reason behind the current US bull market: tgchina's disruption to the system has been digested fairly well overall, and as a result, largely priced in by financial market.

kind of why Tgchina's on-going economic mess does not really bother global capital market anymore, the way EU did.

the global capital market kind of has come to a fairly good understanding of Tgchina as an significant player in today's world.", not really a big deal anymore, kind of.

3.

why I always talk about ALGO?

no ALGO, no software, and we are now in a software economy, and we are becoming a software society, globally. again, software as ALGO is a fundamental weakness of TGchina's model.

there is ALGO, but 没有阴谋论 in social system, fundamentally and at system level.

as said, physics cannot even model a 基因 as a system of millions atoms working together, how anybody can possibly have a consistent 阴谋论 model for a social system?

it is just impossible.

because of all these, 生产关系 business is hugely profitable business, with a huge potential for arbitrage.

4.

global 生产关系 ALGO: this is where money is made

"诸神的黄昏": 资本把人类卷入社会化大生产 [ 晓兵 ]

1)

white's 宗教 algo change

如果跳出中国，远离政府看历史的话 [ 喝点红茶上会网 ]

"因信稱義, 因信得生”=宗教成为了个人的行为, not an ideology/意识形态 game at state or society level, not anymore;

why? 宗教 or any 意识形态 is not an effective information/ALGO(logic) processing system anymore, as it used to be, now with industrial capitalism emerging out of europe and going globally.

2)

white 生产关系 ALGO change

生产工业化, 资本社会化, 货币信用化, and more recently, 金融"意识形态化" (everybody has to play the game, one way or another, globally)

"汉密尔顿ABC"講金融, "humanity 自身的知识和勇气" 的稀有性 (value) and relative pricing, a core ALGO of today's financial capitalism.

3)

today's informational/ALGO capitalism with all kinds of new toys such as AI(生产信息化, 生产智能化), 3D 穿插战(生产个人化, 生产个性化) etc:

and we have just started in this brave and brand new chapter of global capitalism.

5.

why TG "毛林共识" is a "内战内行 外战外行" 生产关系 ALGO?

we all know that "毛林共识" was originated from 列寧's model: 枪杆子 and 笔杆子=the most valuable asset class in a society (basically in TGchina only), where the information is highly controlled and regulated, and centralized, among other fundamental issues at system level.

vs white's "humanity 自身的知识和勇气" 的"金融"社会稀有性 model, "毛林共识"="枪杆子和笔杆子"的"政治"社会稀有性, depreciating "知识, information 和勇气", 本质上.

In that sense, "毛林共识" is still a "relative pricing" model, it just prices "枪杆子和笔杆子" above all other asset classes of a social system, and forever, almost.

this is why TG keeps telling the world: 中国文明 and 和平共处 BS, because fundamentally, "毛林共识"="内战内行 外战外行", and it is for 中国文明 only, period.

No other nations are going to buy "毛林共识" BS, ever, at system level.

yes, today TGchina's "毛林共识" ALGO has tons of all kinds of 市場 tricks as well, but relative to 枪杆子 and 笔杆子, those 市場 tricks are still tricks: 枪杆子 and 笔杆子 can fxxk those 市場 tricks anytime, anywhere, anyway, if the sysadmin so decides.

6.

obviously TGchina needs a new software/ALGO to replace that "once working but now outdated" "毛林共识" super ALGO, period, and I think, fundamentally, TG elite understands it.

but how? nobody knows: how do you drag yourself into outer space away from earth?

586's China dream is a dream, it is not an ALGO.

Tgchina's "走我们自己的路 让别人无路可走", may be, to some extent, and it did last for a while, and now, it has all come back and trapped Tgchina itself big time, in a deeper and deeper hole of "内战内行 外战外行" "毛林共识"ALGO.

7.

出来混总是要还的: it is basically physics ALGO

for a near equilibrium macroscopic system of huge size, system's 梯度越大，系统 储存/compressed 自由能越多, and those 储存/compressed 自由能 will eventually come out possibly with many headfakes, eating 梯度, and maximizing system's entropy on its way, so system becomes more stable again.

the only other outcome: system "breaks", jumping into a new form, 相变, of game changer magnitude.

8.

no wonder, working and playing hard atop a highly concentrated leveraged 的政治 system unmatched globally and historically, TG elite actually feels very nervous, if not scared, I would think:

they may not know about physics as much, but as top class politicians, they better have that "animal instinct" in their brain.

they better be.

mind ALGO runs everywhere.

9.

then, how to deleverage that huge risk of 高处不胜寒 for TG, for Chinese as a nation?

解鈴還需繫鈴人, when you are in a hole, you call the market maker: hi, boss, can we workout some deal?

more likely than ever, TG wants to work out a deal with Uncle Sam.

Uncle Sam: now you call me the fxxking boss, have you been stealing money from my office, while trying hard to fxxk me off the boss chair?

but that is ok, everybody wants to do that to me, that is part of the game;

now, the deal part: what is actually in your pocket that I really do care about?

if I do care at all.

Uncle Sam is an evil, he has been.

Hillary will be a double evil, with her husband together as a package of "buy one and get another one for free".

10.

for now, chairman X has to run 586 Algo: "因信稱義, 因信得生”, 信黨中央 [ 晓兵 ] ;

信黨中央 ALGO: repackaging 黨中央 with "china dream/中国文明/和平共处" BS, and make 黨中央 =the ONLY 神 in TGchina again, at whatever fxxking cost: just do it.

with that 586 ALGO, is Mr Wen basically a living dead?

then, who is the next?

586 Algo could be very bloody, omg(:).