「我離港前到過一間精神科醫院。當時有位病人禮貌地問,一個以作為世上最悠久民主政體而自傲的國家,如何能夠將此地交給一個政治制度非常不同的國家,且既沒諮詢當地公民,又沒給予他們民主的前景,好讓他們捍衞自己的將來。一個隨行同事說,奇怪,香港提出最理智問題的人,竟在精神科醫院。」彭定康 金融時報

“During a visit to a mental hospital before I left Hong Kong, a patient politely asked me how a country that prided itself on being the oldest democracy in the world had come to be handing over his city to another country with a very different system of government, without either consulting the citizens or giving them the prospect of democracy to safeguard their future. Strange, said one of my aides, that the man with the sanest question in Hong Kong is in a mental hospital.”Chris Patten Financial Times

Non Chinese literate friends, please simply switch to English Version provided by LOUSY Google Translation

Please participate in the unregistered demography survey of visitors at the right hand side bar. You are: ?

敬請參與在右下方的不記名訪客分佈調查問卷,你是: ?

Friday, October 25, 2013

諜戰小說迷 失去了 Tom Clancy

諜戰小說迷 失去了 Tom Clancy

談諜戰當然不是 梁朝偉 露蛋蛋 與 湯唯 裸胸露乳 果一壇嘢喇 。。。。。!

諜戰小說/ 電影有動作取勝的 Bourne Series 三部曲,由 麥迪文 經典示範,其後由替補上陣即時 PK咗!也有講文闘的諜戰 例如:靚佬 羅拔烈福 的 Three Days of the Condor 禿鷹七十二小時,至於 Tom Clancy 的諜戰小說,被搬上銀幕有:The Hunt for Red October,之後以 Jack Ryan 為主角的小說被改編成電影,但本來主演的 艾力寶雲 Alec Bladwan,換上了 福伯~ Harrison Ford 夏理遜福。

不過,在 The hunt for Red October 這位主角 Jack Ryan 並不是武官也非軍人,他只是負責研究的 CIA analyst,但卻在過程中被擺上前線,因此有一句他自嘲的說:because I am Expendable!

十月一日 創作 Jack Ryan 和 the hunt for Red October 的諜戰小說作家 Tom Clancy 突然去世,新聞說不知道死因 undisclosed illness,背後是諜戰?因為 Tom 竭力盡力搵料寫小說,搵過了頭 exceeded limitation,得到了一些資料關於美國不可告人之事,而被 CIA FBI homeland security 暗殺了???Clancy 的死期也巧合地選擇在 October 1st 紅色十月的第一天!

【維基百科】Thomas Leo "Tom" Clancy, Jr. (April 12, 1947 – October 1, 2013) was an American author and historian best known for his technically detailed espionage and military science storylines set during and in the aftermath of the Cold War, and for video games that bear his name for licensing and promotional purposes.

Seventeen of his novels were bestsellers, and more than 100 million copies of his books are in print. His name was also a brand for similar movie scripts written by ghost writers and non-fiction books on military subjects.

Clancy died on October 1, 2013, of an undisclosed illness at Johns Hopkins Hospital, near his Baltimore home.

Tom Clancy 成名作:

【維基百科】The Hunt for Red October is a 1990 thriller film based on Tom Clancy's novel of the same name. It was directed by John McTiernan and stars Sean Connery as Captain Marko Ramius and Alec Baldwin as Jack Ryan.

In 1984, Soviet submarine captain Marko Ramius (Connery) commands Red October, a new vessel featuring a caterpillar drive rendering it undetectable to sonar. Ramius leaves port on orders to conduct exercises with the submarine V.K. Konovalov, commanded by his former student Captain Tupolev (Skarsgård).

Once at sea, Ramius kills political officer Ivan Putin (Firth), the only man aboard besides himself who knows the sub's orders. He then burns the orders, replaces them with counterfeit orders, and commands the crew to head toward America's east coast to conduct missile drills. The American submarine USS Dallas, on patrol in the North Atlantic, briefly detects Red October but loses contact once Ramius engages the silent drive.

The next morning, CIA analyst Jack Ryan (Baldwin) briefs government officials on the departure of Red October and the threat it poses. Officials in the briefing, learning that the Soviet Navy has been deployed to sink Red October, fear Ramius may plan an unauthorized strike against the United States. Ryan, however, hypothesizes that Ramius instead plans to defect, and leaves for the North Atlantic to prove his theory before the U.S. Navy is ordered to sink Red October.

Red October's caterpillar drive fails at sea and sabotage is suspected. No longer silent, the submarine comes under attack by Soviet forces and begins risky maneuvers through undersea canyons. Petty Officer Jones (Vance), a sonar technician aboard Dallas who has discovered a way to detect Red October, plots an intercept course. Ryan arranges a hazardous mid-ocean rendezvous to get aboard Dallas, where he attempts to persuade its captain, Commander Bart Mancuso (Glenn), to contact Ramius and determine his intentions.

The Soviet Ambassador, who earlier claimed that Red October was lost at sea and requested U.S. assistance in a rescue mission, at this point informs the U.S. that the sub is a renegade and asks for U.S. help to sink it. An order to do this is communicated to the U.S. Fleet, including Dallas. Mancuso is conflicted about whether he should follow his orders, but Ryan convinces him to make contact and offer to assist Ramius in his defection.

Ramius, stunned that the Americans correctly guessed his plan to defect, accepts their cooperation. He then stages a nuclear reactor emergency and orders the bulk of his crew to abandon ship, telling the doctor Petrov (Curry) that he and the other officers will scuttle the sub rather than let it be captured. Ramius submerges and Ryan, Mancuso, and Jones come aboard via a rescue sub, at which point Ramius requests asylum in the United States for himself and his officers.

Thinking their mission is complete, Red October's skeleton crew are surprised by a torpedo attack from Konovalov, which has followed them across the Atlantic. As the two Soviet subs maneuver, one of Red October's cooks, Loginov (Arana), an undercover GRU agent who has hidden himself on board, opens fire at the fire control, fatally wounding Ramius's first officer, Vasily Borodin (Neill) before retreating into the missile launch area, followed by Ramius and Ryan. Loginov shoots Ramius, wounding him, but Ryan shoots Loginov before he can detonate a missile and destroy the sub.

Meanwhile, with help from Dallas, Red October makes evasive maneuvers, causing Konovalov to be destroyed by one of its own torpedoes. The evacuated crew of Red October, about to be taken on board a U.S. Navy rescue ship, witness this explosion and, not knowing that there is a second Soviet sub, assume it was Red October that was sunk.

Their subterfuge complete, Ryan and Ramius sail Red October to the Penobscot River in Maine.

蘇聯的紅軍建造了一艘無聲的潛艇,所有聲納儀器沒法測出她的聲響,可以無聲無息的進入紐約港,然後發射核子飛彈,襲擊美國本土更內陸的軍事設施地區。不過 辛康納利 飾演的船長 Marko Ramius,決定變節投奔美國。

全蘇聯的艦艇出動攔阻追截 Red October,蘇聯的駐美大使更向美國說有位頭腦不清的船長,打算向美國發射導彈,請求美國艦艇幫助,先把 Red October 毀滅,防止新型的無聲潛艇落入美國人手中。 艾力寶雲 Jack Ryan 就是專門研究蘇聯將領的 analyst,他曾見過 Marko Ramius 幾面。

因此,Jack Ryan 被派去登上美國的潛艇 Dallas號,希望探測到他自己估計 Marko Ramius 的變節意圖,但另方面蘇聯的潛艇 Konovalov號 也及時趕到,必須把 Red October 擊沉防止外洩機密。而在 Konovalov號 的船長剛巧正是 Marko Ramius 的徒弟。

於是展開了臨尾 15分鐘高潮的蘇聯潛艇對陣,師傅徒弟兩人對決的潛艇攻防戰,所謂知徒莫若傅,師傅清楚明白徒弟的弱點,加上師傅必多留有一手未教曉徒弟,又加上美方的 Dallas號潛艇 從旁配合,是全片的精華所在 Submarine Combat Tactics War Game 博弈。結果,Konovalov號 反被自己發射的魚雷擊沉,令到觀眾由驚訝中回味無窮!

唯一 嗜悲 曾經反思,為何不是蘇聯 Konovalov號 打敗美艦隊完成任務呢?顯然因為是美國資本拍攝,所以歌頌美國的自由民主,高高舉起大美國主義優越感,蘇聯俄國人祈望投奔自由世界,結局才會是這樣吧!

純當作娛樂片,嗜悲 100% 推薦給喜歡看潛艇戰的朋友們,若未曾看過可以試試去買 DVD 觀看,或可留意澳門蓮花電視,看看幾時會重播 The Hunt for Red October,我每次都不會錯過翻看!

根據傳說有個蘇聯時代紅軍的 political officer 打算變節,而 Tom Clancy 就利用這個傳說資料,寫了 The Hunt for Red October 寫成小說,一舉成名並拍成電影。

有人把 U 571 港譯:U571風暴 與 The Hunt for Red October 港譯:追擊赤色十月 比較,嗜悲 剛巧兩部電影都曾看過,覺得簡直是差天共地矣。

嗜悲 點會去找 The Hunt for Red October 來看呢?因為 U571 宣傳說是與 red october 比美的潛艇電影,所以就去 HMV 找,竟然因為 U571 上映宣傳,影碟鋪由倉底挖返出來賣! 結果,嗜悲 認為 red october 比 U571 好睇幾百倍 。。。。這是意想不到的!

Tom Clancy 維基百科
The Hunt for Red October Novel) 維基百科
The Hunt for Red October (movie) 維基百科

Isn't it Ironic 諷刺:美國人需要俄羅斯的庇護

Wednesday, October 23, 2013

Dimon isn't Demon?

Dimon isn't Demon?

當香港吵鬧得不亦樂乎的 王維基 vs 梁振英,嗜悲 不想拾人牙慧,所以另闢話題講講 Demon!(關於免費電視台舊文

Who is Dimon?請先讀讀一下一段 。。。。

曾幾何時銀行 Banks 的業務,由賺取存貸的利息差,貸款的抵押品由有到冇,也從匯款外幣買賣賺取手續費,之後加上押匯 trade financing 賺利息和手續費兼收。。。。。。逐漸、漸漸、因利乘便由 retail banking,到 commercial banking,發展成 merchant banking,更加去到 investment banking 。。。。。由中間人變成直接介入!

攪出很多名目將自己的風險 ”證劵化“,向客戶推銷說是投資 。。。。。執咗笠的 雷曼兄弟 發行的所謂迷你債劵,其實是 ”信貸違約掉期(CDS)“,也是一種金融衍生工具 derivative,就累到很多人輸錢此其例子。Lehman Brothers 死了,不過其中一隻巨鱷,仍然生存 。。。。。

【維基百科】The Volcker Rule (伏克爾法則)is a specific section of the Dodd–Frank Wall Street Reform and Consumer Protection Act originally proposed by American economist and former United States Federal Reserve Chairman Paul Volcker to restrict United States banks from making certain kinds of speculative investments that do not benefit their customers.

Volcker argued that such speculative activity played a key role in the financial crisis of 2007–2010. The rule is often referred to as a ban on proprietary trading by commercial banks, whereby deposits are used to trade on the bank's own accounts, although a number of exceptions to this ban were included in the Dodd-Frank law.

The rule's provisions are scheduled to be implemented as a part of Dodd-Frank on July 21, 2012, with preceding ramifications.

The Volcker Rule 伏克爾法則 就是在 2007 至 2010 金融海嘯,由美國蔓延至全球,把全球的金融、經濟、甚至政治,攪得翻天覆地的元兇:”華爾街“ 引進所需要改革,是美國制定的金融改革的一項目,要把不務正業的金融機構重納正軌!

2012年,繼 Union Bank of Switzerland 輸掉 20億美元,JPMorgan Chase 又發生了 $2(至$3)billion 兩(至三)億美元 Losses 損失!

JPMorgan Chase 的 CEO Dimon 中譯:戴蒙,也有譯成:戴文,6月13日被宣召到華盛頓國會山對著班 lawmakers 作證。在 CNN 見到 Dimon 在聽證會上,present 他的 testimony,鼓起彈簧之舌,舌戰群愚(不是儒)。Dimon 有時 humble 謙卑得像條死魚,有時 arrogant 傲慢得趾高氣揚,既帶著群愚遊花園之餘,卻是滴水不漏。

看看 Dimon 進身 JP Morgan Chase CEO 過程,和 赫魯曼教授的評語:

【維基百科】James "Jamie" Dimon (born March 13, 1956) is an American business executive. He is the current chairman, president, and chief executive officer of JPMorgan Chase, one of the Big Four banks of the United States, and has served as a Class A director of the Board of Directors of the New York Federal Reserve since January 2007. He received a $23 million pay package for fiscal year 2011, more than any other bank CEO in the United States.

1982 after graduation from Harvard Business School, Sandy Weill convinced him to turn down offers from Goldman Sachs, Morgan Stanley, and Lehman Brothers to join him as an assistant at American Express ........ In March 2000, Dimon became CEO of Bank One, the nation's fifth largest bank.

When JPMorgan Chase purchased Bank One in July 2004, Dimon became president and chief operating officer of the combined company. On December 31, 2005, he was named chief executive officer of JPMorgan Chase and one year later, on December 31, 2006, he was named chairman of the board.

On May 10, 2012, JPMorgan Chase initiated an emergency conference call to report a loss of at least $2 billion in trades that Dimon said were "designed to hedge the bank's overall credit risks".

The strategy was, in Dimon's words, "flawed, complex, poorly reviewed, poorly executed, and poorly monitored". The episode is being investigated by the Federal Reserve, the SEC, and the FBI.

After JPMorgan's $2 billion loss, Paul Krugman criticized Dimon as:

The point man in Wall Street's fight to delay, water down and/or repeal financial reform. He has been particularly vocal in his opposition to the so-called Volcker Rule, which would prevent banks with government-guaranteed deposits from engaging in "proprietary trading", basically speculating with depositors' money. Just trust us, the JPMorgan chief has in effect been saying; everything's under control. Apparently not.

The key point, wrote Krugman, "is not that the bet went bad; it is that institutions playing a key role in the financial system have no business making such bets, least of all when those institutions are backed by taxpayer guarantees".

事件初初揭發時 Dimon 輕描淡寫 tempest in a teapot,到後來炒了 Chief Investment Officer Ina Drew 和 Trader Bruno Iksil, (Iksil nicknamed the London Whale accumulated outsized CDS positions in the market. A series of derivative transactions involving credit default swaps (CDS) were entered into, reportedly as part of the bank's "hedging" strategy.)

【CNN】Dimon said he wasn't aware of the problems with the trade or the extent of the loss when he called news reports of massive losses from the bank's derivatives positions a "tempest in a teapot" during an April 13 call with analysts.

"When I made that statement, I was dead wrong," said Dimon. "Under no event did it look like it would be getting nearly as bad as it got after April 13th."

He declined to give any details about the actual trades or the size of JPMorgan's losses, during his testimony but he told CNBC shortly after the hearing that he would offer more information during JPMorgan's second-quarter earnings call on July 13.

While Dimon wouldn't defend the trades, JPMorgan's CEO repeatedly called the $2 billion loss "purely management's mistakes." He said, "It would have been very hard for regulators to catch this."

因為銀行不務正業,伸展到 derivatives 衍生工具 non balance sheet items,要 engineering 這些交易 deals,有時是依照着法例 tailor made,帶埋一班 lawyers 去 ensure 和 assure 繞道,沒有抵觸任何監管條例。對於這個 2-3億美元的 tempest in a teapot 之前的交易,作為 首席執行官 戴蒙 說:他是知道,但沒有批准 。。。。。。。。

【CNN】When asked by Democratic Sen. Sherrod Brown whether he personally approved the trade, Dimon said: "No, I was aware of it, but I didn't approve it."

Democratic Sen. Bob Menendez, one of the few committee members to grill Dimon, asked: "So this transaction that you said morphed -- what did it morph into? Russian Roulette?" Dimon responded: "It morphed into something that I can't justify. It was just too risky for our company."

Since Dimon first announced the losing trades on May 10, JPMorgan has lost roughly $30 billion of its market value. Shares of JPMorgan have dropped nearly 20% during that same time period.

對於 JP Morgan Chase 的股票持有人,究竟 Dimon 是不是 Demon 呢?


一) 只屬臨時性未能免除被刑事調查和將來的刑事檢控。

二) 美國司法部將不會尋求以刑事罪名調查或者起訴摩根大通集團。

後者的說法較多,因為給了 130億美元還要負將來的刑責,Dimon 應該沒有咁笨呱!

【WSJ】摩根大通與美國司法部達成 130億美元臨時性和解。

一位知情人士透露,摩根大通公司(JPMorgan Chase & Co.,JPM)與美國司法部(Justice Department)就多項住宅抵押貸款支持證券業務的調查達成臨時性和解,和解金額為 130億美元。

該知情人士表示,美國司法部長霍爾德(Eric Holder)、司法部官員韋斯特(Tony West)以及摩根大通公司總法律顧問卡特勒(Stephen Cutler)在上周五晚間舉行的電話磋商中就和解協議的一般性條款達成一致。



但知情人士稱,上述和解包括了與美國聯邦住房金融局(Federal Housing Finance Agency)達成的約 40億美元的和解,聯邦住房金融局指控摩根大通在 2008年金融危機前出售抵押貸款支持證券時誤導向房利美(Fannie Mae)和房地美(Freddie),并未告知貸款的真實質量。

知情人稱,與司法部的和解還將同時了結紐約州總檢察長施奈德曼(Eric Schneiderman)對摩根大通提起的訴訟。

還有 furthermore



美國的媒體報道說,摩根大通集團自今年 9月底便與司法部展開協商,試圖停止司法部對該集團的多項刑事調查。除了司法部之外,美國的證券交易委員會SEC、紐約州政府都在調查摩根大通是否在金融危機發生前,誤導投資者購買其發行的房產地業抵押證券。

另外有報道說,摩根大通集團為解決法律糾紛已經籌措了 230億美元的凖備金。俗稱「小摩」的摩根大通集團在 2005年至 2007年發行房產抵押擔保證券(MBS),但是 2008年發生金融危機,摩根大通集團發行的MBS大幅虧損。

摩根大通集團幾天前與美國聯邦住宅金融管理局以 40億美元達成和解,該局指控摩根大通集團在金融危機前向美國的房利美與房地美不當銷售 MBS,導致這兩家美國主要房貸公司在金融危機中被政府接管。


不過作為摩根大通的小股東,股票投資者就起碼在未來,要承受總額 130億元罰款(EPS 有數得計),雖云依照會計準則來說,應該早就撥備妥當了吧,即先前所指的 110億,如今多加 20億少少啫,摩根大通應該承受得起有餘(嗜悲 要等中期或季度業績出來至有料去研究研究)。Anyway,嗜悲 相信所謂刑事調查和責任部份的後着,應該就是好似判 “緩刑” 咁,冇事冇痛就不會行使,一旦摩根大通又攪出大頭佛,美國的司法部還可以掣出殺手諫,以釋公眾的追究!

Dimon and Demon 一個字母之差,這位 57歲的仁兄和摩根大通,在有線新聞的《新聞通識》有幾則以他們為題,有興趣的讀者可以到:《新聞通識》,可以看看。有線新聞部:指出摩根大通出售按揭抵押證券時涉隱瞞風險,引發二零零八年金融海嘯。即是:始作俑者!

When JPMorgan Chase purchased Bank One in July 2004, Dimon became president and chief operating officer of the combined company. On December 31, 2005, he was named chief executive officer of JPMorgan Chase and one year later, on December 31, 2006, he was named chairman of the board.

James ‘Jamie’ Dimon or Demon 摩根 or 魔根!

2008年捲起的全球金融大海嘯至今還未恢復元氣!Dimon 可是 Demon?

本人與家人沒有在 Cable 和九倉工作,及持有 Cable 和九倉 的任何股票!

Volcker Rule 維基百科
伏克爾法則 理財網
Jamie Dimon 維基百科
Dimon on Capitol Hill CNN
2012 JPMorgan Chase trading loss 維基百科
摩根大通與美國司法部達成130億美元臨時性和解 WSJ
摩根大通與司法部達成和解協議 BBC
《新聞通識》-- 經濟 有線新聞

UBS $2 billion

Monday, October 21, 2013

除了魚生天婦羅 。。。。。

除了魚生天婦羅 。。。。。
豚肉生薑燒 豚の生姜焼き

到日本旅行當然趁就地,在東京必吃築地直送魚生刺身壽司(小店不會比名店差),出了東京圈就要去就近有漁港的去吃,否則寧願不吃魚生也罷。還有不會忘記吃:沒有一點油膩的天婦羅(不一定要去 天一 吃),和牛中的松坂牛近江牛越前牛飛驒牛(神戶牛可免了),濱名湖的野生鰻魚做的蒲燒鰻魚(加不加飯悉從尊便)。。。。。

但是,不是可以餐餐都配合時間和路程吃得到,行程中稍有阻滯,訂了桌子的可能遲到沒有了,合路程和時間但那天那時滿室滿員沒有桌子,有時都要妥協吃吉野家牛丼,或是野菜燒肉定食,嗜悲 一向反而不選日式的炸豬扒(豚カツ 平假名:とんかつ),不過以下這一個是不會漏的 。。。。。

豚肉生薑燒 豚の生姜焼き


豬頸肉軟滑做泰式燒豬頸肉可以很好吃,但以 嗜悲 旅行日本多年,沒有吃過日本餐館用豬頸肉做:豚肉生薑燒 的吧。這要看餐館的選擇和售價,一般吃 豚肉生薑燒,日本人必用豚“精肉”,不過售價就會和用外國豬肉不同。用本地日本豬精肉做,食味口感和售價分別可以頗大,這與吃日式火鍋時,用和牛即是本地牛,或是美國進口牛肉,分別頗大類同。

嗜悲 每有心思思想吃《豚肉生薑燒 豚の生姜焼き》,剛巧某晚返家路過日本超市,見到正在做日本豚“精肉”促銷,並有日本 Sales 來到喊咪(新瀉縣 Niigata 岩室村來的),首先日本人不叫 Pig 做 豬 而是 豚,所以《豚肉生薑燒 豚の生姜焼き》是用豬肉中的 “精肉”,賣 HK$25 100gram,但旅港日本人為了鄉情,踴躍在挑選中,嗜悲 逼埋去和屋生(奧樣=太太)和奧加牙生(おかあさん = 母親)一起揀。

卒之買到一盒薄切肉片,沒有半點肥肉的豚精肉,但都不知道是那一 part 的豚,可惜回家才發覺日本米吃完了,只好用回一向一貫吃的《金鳳米》先煮落飯,將肉洗淨擎乾水後,落薑汁醃肉足足一小時,其實我去咗上網忘記了。



續用低中火煎到開始轉色,就翻轉肉片來煎,並灑下日本豉油 しょうゆ,再加少許燒汁。




吃時薑汁味濃郁微微辣的感覺也不錯,但是肉片稍微韌了些,想是 嗜悲 手藝不佳**,驚着 牡丹 Botan ぼたん 豚 豬肉 煮不熟吃了會生蟲,把肉片煎過了龍,也可能是因買肉不分部位所致(人太逼又盒子位置可能撈亂了)。 Anyway,下次會弄得好些,對思念《豚肉生薑燒》稍減!

不過,寫文時讀到日文教做《豚の生姜焼 》的 recipe.

哈哈哈!嗜悲 不嗜酒所以沒有落酒和“味醂”來調味,又沒有落日本產的麻油,更沒有準備洋蔥,我的《豚の生姜焼》尚欠很多,哈哈哈哈哈!


去年去東京閑遊第一晚,都是簡簡單單在“松屋 Matsuya” 吃了一客《豚の生姜焼き》定食加倍肉,就草草回去酒店休息了。


關於 ”味醂“,嗜悲 特意走去日式超級市場查找,真的找到了 “味醂”,是 “萬” 字醬油生產的,300ML 售價近四十港元,說是一種甜米酒專門用來醃肉。嗜悲 冧無幾何用得到,上次學人買的 ”鰹魚“晶用來做湯(黃色的),用過幾次後忘記了,到再攞出來想用,發覺變成咖啡黑色晶體不敢再用,90%倒掉太過浪費,今次忍痛不買了!

豚:Botan = 豬肉 東京流行通訊
豚の生姜焼き 谷歌搜尋日文
豚の生姜焼き Cookpad 日文

財政司自認是中產 但不吃粟米魚塊飯