20190311【充实计划】第1005期

从今天开始支持活动，争取每天学习5个小时，并把心得写下来分享。

今天碎片化学习2小时，
学习内容：
FT中文版：
宏观投资学习：中国的所有制与国有企业问题，在引发起巨大的内部与外部争议之后，迎来了重大转折。一方面，在国内舆论场一连串关于“国进民退”的讨论引发广泛担忧后，国家领导人以及经济主管部门官员密集出面表态，强调在支持国有企业发展的同时，支持民营企业发展，并陆续出台支持民企发展的特别措施。另一方面，针对国际上美欧日几次联合声明中对中国国有企业与产业补贴扭曲市场资源配置、扰乱国际市场竞争的指责，中国ZF提出了准备以“竞争中性”原则对待国有企业。笔者认为，中国领导人与ZF对所有制与国企问题的对内、对外表态是积极的，对稳定投资者市场信心、化解对外贸易摩擦，都有重要正面作用。但中国ZF也应该认识到：中国的“国进民退”与其历史上曾经实行的国企“抓大放小”、“做大做强”的改革思路有密切联系；现在还需要直面这两个改革思路与国企“竞争中性”原则的内在矛盾；未来则要明确国企民企的平等地位，强化相关规则的可执行性，并实行“结构再调整”，允许民企进入所有行业，包括“关系国计民生与国民经济命脉的行业”，与国企公平竞争，促进“竞争中性”原则的真正实现。

鲍勃·迪伦的名言“如果你不是忙着成长,就是忙着死去
”He not busy being born is busy dying.
                                        by Bob Dylan

充实每一天 发表于 2019-3-11 06:49
该主题为【学道会】活动，点击了解详情

【加入充实计划】【了解充实计划】

昨日阅读0.5小时，累计阅读210小时。

昨天阅读1个小时，累积阅读53个小时。

We rapidly go through the rules to the right of Hammurabi. Leviticus is a sweetening of Hammurabi’s rule. The Golden Rule wants you to Treat others the way you would like them to treat you. The more robust Silver Rule says Do not treat others the way you would not like them to treat you. More robust? How? Why is the Silver Rule more robust?
First, it tells you to mind your own business and not decide what is “good” for others. We know with much more clarity what is bad than what is good. The Silver Rule can be seen as the Negative Golden Rule, and as I am shown by my Calabrese (and Calabrese-speaking) barber every three weeks, via negativa (acting by removing) is more powerful and less error-prone than via positiva (acting by addition*1).
Now a word about the “others” in treat others. “You” can be singular or plural, hence it can designate an individual, a basketball team, or the Northeast Association of Calabrese-Speaking Barbers. Same with the “others.” The idea is fractal, in the sense that it works at all scales: humans, tribes, societies, groups of societies, countries, etc., assuming each one is a separate standalone unit and can deal with other counterparts as such. Just as individuals should treat others the way they would like to be treated (or avoid being mistreated), families as units should treat other families in the same way. And, something that makes the interventionistas of Prologue 1 even more distasteful, so should countries. For Isocrates, the wise Athenian orator, warned us as early as the fifth century B.C. that nations should treat other nations according to the Silver Rule. He wrote:
“Deal with weaker states as you think it appropriate for stronger states to deal with you.”
Nobody embodies the notion of symmetry better than Isocrates, who lived more than a century and made significant contributions when he was in his nineties. He even managed a rare dynamic version of the Golden Rule: “Conduct yourself toward your parents as you would have your children conduct themselves toward you.” We had to wait for the great baseball coach Yogi Berra to get another such dynamic rule for symmetric relations: “I go to other people’s funerals so they come to mine.”
More effective, of course, is the reverse direction, to treat one’s children the way one wished to be treated by one’s parents.*2
The very idea behind the First Amendment of the Constitution of the United States is to establish a silver rule–style symmetry: you can practice your freedom of religion so long as you allow me to practice mine; you have the right to contradict me so long as I have the right to contradict you. Effectively, there is no democracy without such an unconditional symmetry in the rights to express yourself, and the gravest threat is the slippery slope in the attempts to limit speech on grounds that some of it may hurt some people’s feelings. Such restrictions do not necessarily come from the state itself, rather from the forceful establishment of an intellectual monoculture by an overactive thought police in the media and cultural life.

今日阅读2小时，累积阅读330小时

今天阅读1小时，持续每天阅读累计150小时。

昨日阅读2小时，累计阅读422小时

昨日阅读1小时，累计阅读73小时, 继续努力。

昨日阅读1小时，累计阅读156小时, 继续努力。