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2023-10-10
Daily commentary-每日见闻-2023.10.10
Global environments:Culture:China:chinese culture is two sides culture. People behave different with or without other people. The main reason for this would be the social habbits of collabration and collective culture. This makes people easy to success when they are more familiar with the culture itself. However, the culture is changing gradually as society evolving. Culture is influenced by politics, economy and technology. The relationship is more like when politics are unsettled, we may see more conflicts in cultural products. When politics are stable, we may see more peaceful culture. When economy is good, we see bright culture products. When economy is depressed, we see gray or dark cultural products. Two-sides properties make this chinese culture products harder to evaluate, since the deep meaning for the cultural product may totally opposite from its appearance.Big events:Russia-Ukraine conflicts: it has been 16 months since start of the conflict. Oil price has been picked and down. Economy has been rollercoaster for last year. However, we finally walked out from the worst situation.Cycles:Economy: Global economy is in the process of recovering. So it will drive the commodities price higher. Also the supply side are experience more hiccups, so the commodity price is not stable at all. It is more easy to go higher than lower. The true driver of economy is to provide things other people would needed. In the expension economy, people would consume more. In economy downturn, people tend to spend less.
2023年10月10日
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2023-10-09
Daily commentary-每日见闻-2023.10.09
Global environment:Cycles:Big events:Hamas-Israel conflict: unexpected attacks were launched by Palistinian arm force Hamas to attack Israel and killed more than 1000. This triggers investors' worries on middle-east political tensions and pushed oil price up and depressed equities down.Russia-Ukraine conflict:Ukraine is counter-offensing Russia in some area. But Ukraine would depend on US and EU supports on money and weapons. This did push up oil and food price globally.Overall view this Gaza conflict seems my escalate to bigger scale and lead to bigger wars.
2023年10月09日
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2023-10-06
Daily commentary-每日见闻-2023.10.06
Global environment:Cycles:Economy:US: internally
2023年10月06日
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2023-10-05
Daily comments-每日见闻-2023.10.05
Global environemnts:Big events:Cycles:Economy:US:China:
2023年10月05日
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2023-10-04
Daily commentary-每日见闻-2023.10.4
Global environments:Politics:US: internally GOP is divided to the centrilist and far right wing who threw out Kevin McCarthy as house speaker. Democrats would benefit from the chaos and get more voice in the house.China: internally China gov is working to improve internal confidence either on culture and government. Internationally, China is still streghtenning the relationship with Russia.Economy:US:internally US economy is quite strong.
2023年10月04日
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