南半球聊财经 @jasonbugui
公众号和YouTube：南半球聊财经 Joined July 2021-
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中国的人口结构导致了税收中枢疲软，过去房地产错误的刺激政策又导致生产率疲软，于是财政赤字/GDP比重不断攀升，GDP的含债量太高，撇去泡沫并不比美国轻松。
随着中国居民部门的举债能力濒临极限，2017年起，中国广义政府债务率超过美国，并越来越大
彭博：中国几乎占全球猪肉消费量和生猪产量的一半，每年食用的肉类是美国的五倍。 但根据咨询公司上海JCI的数据，去年的消费量下降了100万吨，至约5400万吨。然而产量急剧增加。这加剧了中国令人担忧的通货紧缩状况。食品占消费者价格指数的五分之一，而猪肉又是一个很大的组成部分。
金融和医药，上届拿了内销“代理权”，能源和互联网，上届也拿了外销的“代理权” 这几年，代理权被“颠覆”，很多大公司后面的老板“换主子了” ,上届利益受损，心不甘情不愿，只能使阴招，顺水推舟，让经济“现形”给这届施压 谁都不服谁 神话里，天上的神仙打架，地上的老百姓遭殃 别误会，我说的是越南
从去年的初婚数推导今年的出生人口，可能会在800-820万区间，再加上多胎效应，估计850-870万
从别墅到衣服，都受到了20-54岁人口规模的下滑
写了最新的文章，从税收下行的角度看，央妈增持黄金可能主要目的不是去美元，而是为了增强本币信用。 mp.weixin.qq.com/s?__biz=MzkwOT…
1、65岁以上，女性占比多，因为女性比男性长寿； 2、10-29岁，男-女差比较大，女性通胀 #人口#
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