主题：大前研一声称中国房地产现状是8000万套空房用于投机 -- PBS

工作量是极其巨大的，要细致地下功夫，在每个层次方面都要有规划---不就是那些细节嘛，不要差不多主义就可以了。

借用一句口号：

Uinted ordinary people can still do extraordinary things in the world。

中国人的思维方式，语言文字和教育系统必须为这个去拉美化过程配套。

No incentive, no action.

FDR reformed USA into a more fair society because the political/financial elites realized that their old approach was bankrupt and they had to follow FDR to restructure America under the "New Deal".

Otherwise, a revolution would eliminate them all.

In China, there is litte fear among the elites. They still believe that their tanks/guns will help them forever, just like they did in 1989.

In sum, I do not see any well-organized interests group there with such an incentive to prevent China from its current path. In China's history there are only three periods: brutal exploitation by the haves and then brutal revolution to get rid of those haves under the old dynasty; in the middle you will have several decades of peace and prosperity.

Over all, it is a country that can only revolve, but not evolve. In the 20th century when it evolved, it was due to the pressure from the external world.

因为目前中国的GDP的一半是由外部世界市场来推动的，所以当外部市场条件恶化，中国的GDP增长速度嘎然停顿了--这个就带来内部压力

所谓的压力的表现，目前来自于内部，就是停滞不前，这不仅仅反映在工业化现代化上，还反映在农业现代化上。

房地产疯狂膨胀就是工业化停滞的表现。

我再说一次，机会和办法还是有的。

去年资金面随着央行的不断加准备金加息是比较紧张的，9，10月达到顶峰，表现为城投债和房地产债的崩盘，一些玩高利贷的和非法集资的跑路甚至自杀。

但是今年随着所谓的预调微调，三次降准一次降息，资金面确实比去年宽松了。