Lu Qiyuan: Deep house theory is a financial phenomenon, what is its underlying logic?

Speaking of the first words, at the beginning, it was mainly posted on the WeChat public account, but a few days ago reprinted a People's Network article "How to Write The Speech Materials of The Democratic Life Society", which was banned. Therefore, the headline number was opened, and the previous old articles were sent to a few articles, and after the unsealing there, the two sides updated the articles synchronously.

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Just watched a video in the B station, I think Teacher Lu spoke particularly well, specially excerpted the main views of Teacher Lu, formed a text, convenient for everyone to read, recommend interested people to see the video, I will also attach the video to the end of the text.

First, a brief comment on the deep room theory

1. Deep housing is a financial phenomenon, the key element is to take a form similar to illegal fundraising, personal fundraising, find ways to avoid the purchase restriction policy, and have the ability to cross the central housing policy of not speculating. In addition, deep houses are only the tip of the iceberg, and there are bigger ones in the back.

2. The sum of China's M2 currencies exceeds that of the United States, Europe and Japan, and such a result is either expressed as commodity inflation or as an increase in house prices, and the crowd represented by deep housing has seized this key.

3. The key to solving housing prices is to solve the problem of money stock, that is, the problem of asset transfer must be solved through fiscal means. This is beyond the capacity of local governments and requires the intervention of the central government.

Second, the three problems of current asset transfer,

1. Industrial capital withdraws from the industry and generates financial capital with real estate as the core, resulting in a decline in the rate of capital accumulation (in layman's terms, the money earned continues to be put into production). Before the mainland capital accumulation rate has been very high, so the GDP growth rate is high, in recent years the capital accumulation rate has been declining, GDP growth rate slowdown is inevitable.

2. The capital of the north is going south, and the talent capital of the northeast, north China, and even the middle and lower reaches of the Yangtze River in central China are flocking to the south to speculate in buildings, one of the reasons is the northeast disease, that is, bureaucratic monopoly capitalism.

3. High-end capital flight, a rich man overseas daughter, after returning to China, the beautiful wife wants to divorce, found that the account is only 6 yuan, in fact, the rest of the money is in the overseas trust, all fled overseas. Originally, money laundering was made by buying a watch and a house in Hong Kong, and now Bitcoin has become an important means of capital flight and money laundering.

Third, how should the problem of asset transfer be solved through fiscal means, and then the problem of the stock of money be solved?

Introduction of a direct tax (there is a threshold, which can be levied only for 30% of the population, and even this 30% is an eight-level progressive),

For example, property taxes. Is it okay to start from 1,000 square meters?

For example, gift tax. Spending a hundred million to buy two houses for a woman, can you tax his gift behavior?

For example, inheritance tax. A billion threshold is too low, can a billion levy be?

For example, departure tax. The money earned from china, running to overseas investment and factory construction, and using the money from Chinese to contribute to other countries, should it be taxed? Almost only China in the world does not levy a departure tax.

There is also a data tax. The assets of the future are no longer bricks, but data, the data comes from you and me, that is, it belongs to all the people, should the country tax it? Countries such as France have made it clear that they want to impose a data tax and have issued tax reminders to companies such as Amazon.

Fourth, Marx's views in his later years

Communism cannot be done at a given time, but sharing is still possible, and public ownership is not communal. Some content, or watch the video, talk too much, afraid of being clipped.

Lu Qiyuan profile

Lu Xin, the word Qi Yuan. Originally from Sichuan, born in Shanxi, he graduated from Dongbei University of Finance and Economics with a bachelor's degree in finance and completed a master's degree in business administration from the University of South Australia, Australia, accumulating more than 20 years of experience in finance, investment and corporate management. Mr. Lo previously worked for the Ministry of Finance of the People's Republic of China and the China Economic Development Trust and Investment Corporation, and is currently the Chairman of the Board of Directors of World International Asset Management Consulting Company in Hong Kong. Director of Shenzhen Jinzongxin Investment Co., Ltd. (From Sogou Encyclopedia)

Mr. Lu is a leftist intellectual who understands economics, pays attention to logic and has feelings.