告诉HN:马斯克并不“拥有”一万亿,他拥有的是杠杆。

2作者: ggm5 天前原帖
我希望有一位专业的经济学家能在博客上指出,马斯克(以及其他超级富豪)并没有像图表所暗示的那样,能够随意在他们的游艇上堆积流动现金。 即便是出售他在特斯拉、X和SpaceX的股份,都会改变这些资产的价值,影响某个国家的税收收入,印钞的过程也需要时间和精力,运输这些资金则会产生成本。 拥有对1万亿美元投资配置的有效影响力是惊人的,但这在质上并不等同于“1万亿美元”,也不仅仅是“100万美元”的数量关系。因为这相当于整个美国经济的1/30(大约30万亿美元),因此实质上改变了美国营运资本的3%和整个美国股市的1%以上。 为了获得这些资金,他将制造出一场即时的流动性危机。他会吸走所有的股票交易现金,从而瞬间贬值其他所有股票。这将是一次巨大的事件。
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I wish a competent economist could blog that Musk (and the other uber rich) don&#x27;t have liquid cash to pile up on their yacht the way the graphics imply.<p>Even the act of selling his stake in tesla and X and spacex would alter the value of the holdings, alter the tax income for some nation state, the act of printing the money would in turn demand time and effort, shipping the money would incur costs.<p>Having the effective influence over investment disposition of $1T is amazing but it isn&#x27;t actually the same thing qualitatively as &quot;one trillion dollars&quot; nor is it just a quantitative function over &quot;1 million dollars&quot;. Because it&#x27;s 1&#x2F;30th of the entire US economy (around $30t) and so materially alters 3% of the value of the US working capital, and a little over 1% of the entire US stock market)<p>In order to have the money he&#x27;d create an instant liquidity crisis. He&#x27;d hoover up all the share trading cash, and so would instantly devalue all the other stocks. It would be a massive event.