反反贼网

← Forums

Fanzei Podcast

Share perspectives and exchange experiences.

一个狠人 Video zone (15)

Filter All videos Featured Long Short

Channel All channels (1742) 一个狠人 (133) 七七叭叭 (60) 中美对标 (171) 余茂春 (34) 八炯 (26) 多伦多方脸 (194) 八炯 (7) 新闻硬邦邦 (123) 李承鹏 (7) 江峰时刻 (97) 美国之音 (339) 翟山鹰 (30) 老北京茶馆 (203) 胡力任 (248) 路德社 (58) Others (9)

Viewing 一个狠人's channel (15 videos) Clear channel filter / view all

Europe Is Not Mobilizing, It's Delivering and Settling Old Debts! Germany's €100 billion Defense Fund Spent Only Half in Four Years, Russia's Repairable Tanks Down to 851, Losing 6,000 Personnel Monthly, Unable to Open a Second Front, Tanks Relegated to the Third Row and Unusable! Putin Can Only Exploit NATO Article 5 for Provocation, a Third World War Won’t Start

Europe's Defense Spending Only Half Used in Four Years, Russian Tank Stockpile Exhausted

一个狠人 2026-09-24

Wall Street Votes with Real Money: No Surprises! Trump Wants Iranian Oil, Not Soybeans; The Real Deadline Is the November 3 Midterms; US Debt Pricing in 2.31% Inflation Is the Biggest Landmine; RMB Overvalued by Over 10%; Secondary Sanctions Will Hit Hong Kong First! US Stock Market Rises Only as an Institutional Escape Opportunity

Wall Street Options Pricing Shows Consensus; US-Iran Game and RMB Exchange Rate Hide Hidden Risks

一个狠人 2026-09-23

August China Export Over 20%? Squeezing Water Out of CCP Exports! August China Export Increase Only 3% to 4%. Export Structure Clearly Visible, Understanding the Latest Trends of China's Only Growth Engine!

China Export Data Deconstructed, Real Increase Only Three to Four Points

一个狠人 2026-09-22

Why circumventing the Great Firewall Can't Cure Little Pinks? Closed Campuses Circle Zero-Cost Loyalty Signalling, A Poor Student Buying 10-Yuan Coffee Monitored for 37 Days and Reported, Rich Second-Generation Students Defending the CCP Out of Fear of Questioning Their Family's Wealth Origins, The Iron Fist Waking People Only When It Hits Them, The Dangerous Vacuum After Waking Up! Switching from Pro-CCP to Anti-CCP Doesn't Mean You're Still a Little Pink

Why Can't Circumventing the Great Firewall Cure Little Pinks? Analysis of Little Pink Mental Structures and Awakening Mechanisms

一个狠人 2026-09-21

Hong Kong Reduced to the Financial Testing Ground for the Chinese Communist Party! The Five-Year Plan Forces the HKMA to Back Offshore Renminbi, the Civil Aviation Department to Act as a 4S Shop for C919, Elderly Hongkongers Shifted to Low-Tier Mainland Healthcare, 70% of Electricity Handed Over to the CCP, and 970 Billion HKD in Bond Issuance in Five Years with the Legislative Council Reduced to mere

Hong Kong Reduced to the Financial Testing Ground for the Chinese Communist Party

一个狠人 2026-09-20

Hong Kong Financial Reserves Only Enough for Nine Months! 900 Hectares of Developed Land Must Be Created Even If It Cannot Be Sold, Fully Backed by the Hong Kong Government, Borrowing to Create Surpluses While Diverting 150 Billion from the Exchange Fund, Changing Rhetoric Like the Chinese Communist Party If Targets Are Not Met, Poorest 10% of Households Earn Only 1600 HKD a Month! Officials Get Credit, Ordinary People Foot the Bill

Hong Kong's First Five-Year Plan and Financial Reserve Crisis

一个狠人 2026-09-19

Lowering interest rates kills banks first, not lowering them kills borrowers first! 8 trillion in resident demand exits circulation, every 100 bps rise in long-term rates costs banks 4.5 trillion in losses, banks reduced to fiscal departments, implicit debt drops by 7.8 trillion while legal debt surges by 14.1 trillion! The financial deadlock of the Chinese Communist Party, rural commercial banks likely to blow up first next year

CCP Financial Deadlock: Lower Rates Kill Banks First, No Rate Cut Kills Borrowers First

一个狠人 2026-09-18

August New Loans at 60 Billion—Worse Than During the Lockdown! Residents Won't Borrow, Enterprises Won't Invest, and Society Quietly Goes on Strike. Banks Pay 1.6% on Deposits to Buy 1.2% Government Bonds. Total Societal Interest Hits 14 Trillion—1.65 Times GDP Growth! Ponzi Financing and Sovereign Credit Are Clearing the Corpse of Private Credit

August Financial Data Disastrously Exposes Credit Extinction and Economic Deflation

一个狠人 2026-09-17

Did Ren Zhengfei's entire family flee? Rumors flood Douyin for the fourth day, negative sentiment surges, yet Huawei's legal team remains silent! Yao Anna hasn't posted a single free update, the Brooklyn lawsuit keeps them locked in the country, fleeing can be ruled out! Political pressure races against pure rumors, the truth will be revealed at the September 17th Huawei Connect conference.

Rumors of Ren Zhengfei's family fleeing spread, widespread abnormal silence reflects political pressure

一个狠人 2026-09-16

US Core CPI MoM Exceeds Expectations! Don't Rush to Short US Stocks, the Four Giants' Q1 $165 Billion Equipment Purchases Consume 96% of Operating Cash Flow, Net Liquidity of 5.79 Trillion Is Miscalculated—Real Figure Only 2.93 Trillion, Oil Price Impact Peaks in Three Months and Returns to Zero in a Year! Three Ledgers Openly Calculated

US Big Model Vendors' Computing Capital Expenditure Surge and Cash Flow Risk

一个狠人 2026-09-15

This video dissects the debt-deflation problem in the Chinese economy: Real GDP, nominal cash flow, and leverage ratios, why do they send different signals? When income shrinks but the debt burden does not fall synchronously, the pressure to repay debt may further increase

China's debt-deflation exacerbates debt repayment pressure

一个狠人 2026-09-14

Analyzing the decline in loans for residents and businesses in July 2026, understanding the connection between loan repayment, weak consumption, banks buying bonds, and treasury yields. Why might the real economy lack the impetus to borrow and invest despite funds in the financial system? An analogy of "turning on a large faucet while the field remains dry" explains the liquidity trap.

Analysis of 2026 Loan Decline and Liquidity Trap

一个狠人 2026-09-14

Deposit rates cut by 75 basis points, residents earn 1.31 trillion less per year! Equivalent to 81% individual income tax, 30% of ABC's capital is squeezed out by the central bank's rate cuts, the reservoir rolls 1 trillion per month and cannot be dismantled, 2% pension locked for 30 years for future fiscal repayment! Savings tax is the power source, capital injection is just the light bulb

Deposit Rate Cuts and Shrinking Resident Wealth

一个狠人 2026-09-13

For every 1 million in taxes investigated, merchants actually pay 1.83 million! 9700 platforms report directly to the tax bureau, the 'tax evasion' label is imposed, and there is no upper limit for retrospective investigation. You must pay taxes before going to court. For every 100 yuan of profit retained by an enterprise, 114 yuan must be paid. For every 1 yuan drawn, only 0.4 yuan is returned! The CCP's new tax law is a campaign disguised as law.

New tax law has no upper limit for retrospective investigation, enterprises are heavily burdened and in despair.

一个狠人 2026-09-12

Central bank's funding for fiscal purposes drops from 36% to 10%! Bonds are still issued, who is printing money? Banks! Repurchase agreements with a term of 184 days are now standard, the central bank's books show no government bonds, government bonds are creating deposits, the central bank has become a shadow market maker, this is fiscal-neutral monetization.

Central bank's share of fiscal funding decreases, accused of fiscal-neutral monetization

一个狠人 2026-09-11

New topic in “Fanzei Podcast”