印銀紙追逐有限之資源,結果當然是貨幣貶值,而貨幣貶值的另一面必然是物價上脹,所以千萬不要聽香港政府說聯系匯率與通脹無關。此理論「完全垃圾」。港幣與美元以約$7.8港元兌$1美元掛鈎,美元持續貶值,港元怎能幸免。
據報美國會推行QE3,到時美國又印銀紙,港元只會繼續貶值。
想了解美國的發債機制、金融政策、其最終影響、及貨幣貶值的應變方法,保護自身之財產,可一聽QB Asset Management基金創辨人Paul Brodsky的訪問節目。瞎子聽後獲益良多。
Paul Brodsky:「... All of these currencies are baseless and are losing their purchasing power versus the goods and services with inelastic demand properties, such as natural resources and things of scarcity.
Gold should be thought of as cash in the best currency. I would suggest anything scarce with inelastic demand properties, and that is of course how we get energy and how we get agriculture and various other things. They should be considered very strongly.」