Time is working hard day and night, and the weekend is here again.

Lu Yisi suddenly called: "Mr. Han, your customized jewelry has arrived!"

Dude, you have to go quickly.

But a new question arises - who to take?

Pan Ge can't take it with her. What if she sees a piece of jewelry that she particularly likes and confiscates it?

Neither can Xi Luting. She will definitely tell Pan Ge and encourage her to find trouble and act like a monster.

Sister Ting and Sister Bai are both inconvenienced. Tang Xintian is extremely busy right now. Whenever he has some free time, he only does one thing - to pay public rations.

So after much deliberation, Han Lie came up with Yu Yun.

As a tool person, she is perfect.

Not to mention the tea and coaxing skills, few people can compare to how eye-catching she is when she is brought out.

And she likes those blingbling jewelry the most, the kind that she can't wait to put eyeballs on, so Gou Lie took out a lot and asked her to look at it, and then turned to others...

Her expression must be very interesting.

Yes, it’s her!

Han Lie made an appointment with Yu Yun in advance to go shopping tomorrow, and then went to Tang Xintian's place.

From 7:30 to 10:00, it is study time - serious, serious study!

Sister Datang especially likes to discuss work matters with Han Lie. Sometimes she will come to Han Lie for advice on financial and economic issues that she doesn’t understand.

She can get great satisfaction from this kind of communication, and her enthusiasm is like drinking medicine, so Han Lie is naturally willing to cooperate with her.

Today she started with a new off-balance-sheet operation, and then asked a very complicated question - at the current time point, is the bubble in the real estate and financial fields the fundamental problem of China's economy?

If not, then why does the state strictly control real estate investment during this period?

If so, then why does the country still implement procyclical operations, continue to release water and turn a blind eye to the huge amount of capital outflows?

To be honest, this combination of punches would stun even a master of economics in northern Qing Dynasty.

Let’s briefly popularize science - being able to explain this set of problems clearly from their root causes at the current time point is almost worthy of winning the Nobel Prize in Economics.

The West may not be willing to give awards to Chinese economists, but that doesn't matter. There will definitely be a place for you in the country's top think tank (the one that often goes to Haili).

Those who are capable should work hard. How about you serve as the dean of Guanghua School of Management?

You don’t need to teach undergraduate students, just bring two Ph.D.’s and you’ll be successful!

It's almost this level of difficulty.

When Tang Xintian asked, she didn't expect Han Lie to give a complete answer. She just wanted a way of thinking, an angle, and an atmosphere for discussion.

However, what she didn't expect was that Han Lie could really figure it out.

If nothing else, Han Lie must be the only person on earth who can explain this issue clearly at the current time.

What you see and hear before rebirth is the foundation.

But at that time, Diaosilie neither had the methodology to think correctly, nor did he have the IQ to understand the underlying reasons behind the phenomenon.

But now, with 89 points of intelligence plus level 5 economics and level 5 finance, it is finally possible to fully dismantle the treasure trove of memories from past lives.

Han Lie was usually too lazy to do this, because he would not be in charge of politics if he was not in his position. If one day he became a representative, he would be interested in launching several sensational proposals.

Today, his clingy sister rarely made him interested in conversation.

"To understand this problem, you first need to understand the cause of bubble formation. What do you think it is?"

After hearing the rhetorical question, Tang Xintian began to think carefully.

She is not the common idiot "socialite" in society who knows nothing but how to mess with men. She is a true academic master and a high-class child.

Therefore, her answer is not the domestic flood caused by the subprime mortgage crisis that ordinary people would immediately think of.

"I think the fundamental reason should be our basic national policy - the development need to ensure GDP growth through investment and exports."

"That's right."

She only answered one sentence, but to Han Lie's ears, it was like throwing out a bunch of papers and putting the facts as arguments.

So they can talk about this topic, but the breadcrumbs can't write about it.

The risk is secondary. The main reason is that it is impossible to popularize a slightly higher-end common sense in a few thousand words.

There is so much common sense behind this topic...

So later in the conversation, it was actually Han Lie who established a new economic model for Tang Xintian.

The model is based on China’s essence as the world’s factory.

China produces more than 50% of the world's goods and feeds 1.4 billion people with the cheapest profit curve. This is both our success and the prison that Western countries block us from.

Turning to the left, Western technology companies are wielding patent sticks and continue to plunder the majority of profits.

Looking to the right, international financial capital, led by the hegemony of the dollar, has tightly blocked the RMB's way to the sea, and continues to harvest another level of liquidity through liquidity.

And these two problems are not the root cause. The root cause is the dual pressure of ZZ isolation and JS threat.

As a result, China can only be firmly welded to its position as a producer for the time being.

But the problem is that once a worldwide economic crisis occurs again and the huge domestic production capacity cannot be released, overproduction will inevitably result.

The effect of investment is diminishing, sluggish exports coupled with liquidity traps, and commodity glut will almost certainly lead to major hyperinflation.

In fact, the country has been struggling with inflation at the top and deflation at the bottom until 2023. A considerable part of the reason comes from the procyclical operations in recent years.

How to deal with it?

Regardless of what happened in the past, it’s time to compete in strategic determination and adjustment capabilities.

Concentration is unshakable, adjustment is small repairs, there is no conflict between the two.

For individuals, of course, it is better to reserve more cash, worry less about the house, and trust the country.

Ergouzi mentioned this over and over again, and Teacher Han added another supplement - the past two years are particularly suitable for fixed investment.

The fundamental logic is that stagflation will inevitably lead to the advancement of the state and the retreat of the private sector. While state-owned enterprises need to assume more social responsibilities, they will indeed expand and develop on a large scale, squeezing out the living space of some private enterprises.

When there is a prospect, there are expectations, and when there are expectations, there are reasons to rise. This is one of them.

Another point is that a general bull market of 6,000 stocks is unrealistic, but no one can be buried below 3,000 points. This truth is so simple that even the old lady selling corn knows it, so don’t ask in private chats over and over again.

Finally, Han Lie added various necessary data to the economic model and let it run. The final result shocked Tang Xintian.

"Why is it so exaggerated?"

Han Lie took a glance and felt that the result was not much different from the result at that time, and he was very satisfied.

"It's really exaggerated, but that's because I added all kinds of unexpected variables to it, each of which is based on data sampling from the worst-case scenario."

Han Lie hugged Tang Xintian and said calmly and confidently: "However, since I have seen the worst result, it will not happen again..."

Sister Datang was so drunk that she hit the A with her backhand...

…

There was no words all night, just um um uh uh uh uh uh uh uh uh.

…

At around 9 a.m. the next day, Gu Zicheng dragged his exhausted body up and took Han Lie's car to go to work.

She refuses to rest even on weekends. Whoever marries such a woman will be unlucky.

Therefore, Brother Lie sacrificed his life to be a benevolent person and shouldered the cause and effect himself, which is actually a very praiseworthy act.

When she arrived downstairs at Cartier, Yu Yun was already waiting in the hall with a blushing face.

Today, she was wearing a tight-fitting sports vest without a bra and a mask.

People with capital can be willful. With her size, she is not saggy at all. She is really envious of too many women and covets too many men.

As we all know, there are two types of women's breasts, one is high in fat content, and the other is high in glandular content.

Only in the latter case will there be a situation where thin branches bear fruit and large fruits do not overwhelm the branches. This is a natural leader, and there is no reason to explain it.

Seeing Han Lie, she rushed forward and hugged the man's arm excitedly.

I fell in with a puff...

"Brother Liege, where will you take me shopping today?"

Han Lie smiled and asked, "Why are you so excited?"

"People like to go shopping with you!"

She responded while shaking her head: "Going shopping with my brother is the most rewarding experience. Even if you don't buy anything, you still receive the most noble courtesy, and you are both knowledgeable and happy!"

The tea mother is in a rage, and the gods can't stop her.

Han Lie hugged her slightly exposed waist and pointed at Cartier with high spirits.

"Elbow, I'll take you to see something really good."
To be continued...