
2004年,薩繆爾森先生在麻省理工學院的辦公室裡探討了外包的影響。
Paul A. Samuelson, the first American Nobel laureate in economics and the foremost academic economist of the 20th century,保羅·A·薩繆爾森,第一位獲得諾貝爾經濟學獎的美國人,也是20世紀最傑出的學院派經濟學家。
The textbook introduced generations of students to the revolutionary ideas of John Maynard Keynes, the British economist who in the 1930s developed the theory that modern market economies could become trapped in depression and would then need a strong push from government spending or tax cuts, in addition to lenient monetary policy, to restore them. Many economics students would never again rest comfortably with the 19th-century view that private markets would cure unemployment without need of government intervention.
這本教科書讓一代又一代的學生接觸到了約翰·梅納德·凱恩斯的革命性思想。這位英國經濟學家在1930年代提出了現代市場經濟可能陷入蕭條的理論,認為除了寬鬆的貨幣政策外,還需要政府大力支出或減稅才能使其復甦。許多經濟學專業的學生從此不再認同19世紀那種認為私人市場無需政府干預就能解決失業問題的觀點。
名經濟學家 Robert M. Solow (1924~2023):量化找單一重要因素。辦公室隔壁為大師 Paul Samulson (1915~2009)談天近四十年;英才老師與學生;要當"哲王"可不容易。…
https://www.facebook.com/hanching.chung/videos/308424745515381
Robert Samuelson, Award-Winning Economics Columnist, Dies at 79
He was a familiar byline in Newsweek and The Washington Post for decades, explaining the intricacies of economic policy in reader-friendly vernacular.
屢獲殊榮的經濟專欄作家羅伯特·薩繆爾森逝世,享年79歲
幾十年來,他一直是《新聞周刊》和《華盛頓郵報》的知名專欄作家,用簡單易懂的語言解釋複雜的經濟政策。

薩繆森:諾貝爾桂冠的傳奇逸聞
在現代學術界,保羅·薩繆森(Paul Samuelson, 1915–2009)是一個如雷貫耳的名字。作為第一位獲得諾貝爾經濟學獎的美國人,他將複雜的數學模型引進經濟學,徹底改變了這門學科的運作方式。然而,在這位「現代經濟學之父」嚴謹的學術外表下,卻藏著許多令人津津樂道的傳奇軼事。這些逸聞不僅展現了他絕頂聰明的腦袋,更顯露出他獨特的幽默感與溫慢的人性關懷。
我們通過了考試?
薩繆森年輕時便展露出驚人的天賦。他在哈佛大學撰寫博士論文時,大膽地將熱力學的數學模型與經濟學融合,寫出了奠定現代經濟學基石的鉅著《經濟分析基礎》(Foundations of Economic Analysis)。
這篇論文的艱深程度,在當時的學術界可謂前所未聞。在論文口試那天,面對台下一眾大師級的審查委員——包括當代經濟學巨擘約瑟夫·熊彼得(Joseph Schumpeter)與諾貝爾獎得主華西里·列昂惕夫(Wassily Leontief)——薩繆森對答如流,展現了壓倒性的邏輯與數學能力。
當口試結束,薩繆森禮貌地走出會議室後,房間裡陷入了一陣短暫的沉默。隨後,熊彼得轉過頭看著其他審查委員,半開玩笑、半自嘲地問了一句名言:「Have we passed?(我們通過考試了嗎?)」這句傳誦至今的趣聞,足見薩繆森的學術高度在年輕時就已讓大師們望塵莫及。
期末考的蛋糕饗宴
畢業後,薩繆森轉往麻省理工學院(MIT)任教,並一手將MIT建造成全球經濟學的殿堂。在大學任教期間,他的期末考試在學生之間既令人聞風喪膽,又讓人無比期待。
薩繆森認為,考試的目的是為了測試學生的「智慧深度」與「思考本質」,而不是測試他們在時間壓力下的焦慮反應。因此,他打破常規,不設作答時間限制,學生可以坐在考場裡慢慢思考,直到把答案想透、寫滿為止。
為了怕學生因長時間思考而血糖過低或體力不支,薩繆森竟然還會親自為學生準備蛋糕、點心、咖啡與茶,讓嚴肅的考場瞬間變成了溫馨的下午茶沙龍。這種兼具嚴格學術要求與極致人性關懷的作風,讓無數MIT的學子(其中許多人後來也成為了諾貝爾獎得主)對他感念終身。
毛澤東與經濟學
薩繆森最廣為人知的成就之一,是他在1948年出版的經典教科書《經濟學》(Economics)。這本書風靡全球數十年,翻譯成數十種語言,影響了數代人的經濟觀念。
在冷戰時期的1970年代版本中,薩繆森為了客觀分析不同的經濟體制,曾在書中對中國的計劃經濟與動員能力進行探討。這段歷史背景,在多年後演變成學術界與知識份子之間的「冷幽默」素材。
歷史學者李弘祺教授在一場演講中便提到,他在回應一些盲目的「傾共言論」時,會帶點諷刺地引用薩繆森教科書的典故,戲稱「毛澤東是偉大的經濟學家」。這句話表面上看似讚揚,實則是一記深刻的學術反諷。
在主流經濟學眼中,當年中共的大躍進等政策對經濟造成的災難歷歷在目。藉由西方資本主義集大成者薩繆森的著作做切入,不僅深刻點出了歷史的荒謬感,也展現了高層次的政治與歷史思辨。
神仙打鼓有時錯
保羅·薩繆森的一生,以其絕頂的聰明才智與不凡的行事風格,完美地演繹了一段學術傳奇。不論是讓教授們汗顏的博士口試、充滿蛋糕香氣的考場,還是那本引發無數歷史論辯的教科書,都勾勒出他特立獨行的智者形象。
然而,「神仙打鼓有時錯」,即便是這樣一位站在時代巔峰的經濟學巨擘,也難免有歷史的局限。回看當年的教科書,薩繆森曾錯誤地預測了中共與蘇聯計劃經濟的增長前景。雖然他後來見證了中共偏離計劃經濟、轉向市場體制的劇烈轉變,但他生前未能預料到的,是這場轉變最終引發了當今全球生產與貿易的嚴重失衡。
這種全球性的「過剩生產」與不均衡,在某種程度上,恰好落實了馬克思主義核心的批判觀點——「生產過剩,本質上是社會的不道德。」這位經濟學大師雖已遠去,但他留下的思想資產與歷史盲點,依舊像是一面鏡子,提醒著後世的知識份子在面對變幻莫測的世界時,仍須保持謙遜與批判性的思辨。
20 pages
AI Overview
Paul Samuelson (1915–2009), the first American to win the Nobel Prize in Economic Sciences, left several influential warnings and dictums regarding economics, investing, and the limitations of forecasting. His "warnings" generally emphasize that the economy is complex, human behavior is often erratic, and market movements are not always driven by sound fundamentals.
Here are the key Samuelson warnings and principles explained:
1. The "Recession Prediction" Warning
- The Quote: "The stock market has predicted nine out of the last five recessions."
- The Meaning: This is a famous critique of market forecasting. Samuelson was pointing out that the stock market is far more volatile than the actual economy. It frequently dives (predicting a recession) without one occurring, leading to false positives.
- Context: It is a warning to policymakers and investors not to panic over market drops, as they are not reliable, precise indicators of economic failure.
2. "Samuelson’s Dictum" (Macro-Inefficiency vs. Micro-Efficiency)
- The Concept: Samuelson proposed that while individual firm stock prices reflect available information (micro-efficiency), the overall aggregate market does not convincingly reflect fundamentals (macro-inefficiency).
- The Meaning: Individual stocks might be priced "right" based on company news, but the stock market as a whole often acts irrational—driven by herd behavior, emotion, or speculative bubbles. He warned that the market can be inefficient at estimating future dividends or earnings in the aggregate.
3. Investment as "Watching Grass Grow"
- The Warning: "Investing should be more like watching paint dry or watching grass grow. If you want excitement, take $800 and go to Las Vegas."
- The Meaning: True investing is slow, methodical, and boring. He warned that trying to "beat the market" with frequent trading is gambling, not investing.
- Advice: He advocated for passive management, broad diversification, and minimizing costs to build wealth.
4. The Fallacy of Large Numbers
- The Warning: Accepting a single bet with a positive expected return is smart, but accepting a long sequence of them is not necessarily rational, depending on your risk aversion.
- The Meaning: This challenged the idea that if you have a slight edge, you should play as many times as possible. Samuelson argued that for most people, the risk of a catastrophic loss (even if low probability) accumulates over time, making it irrational to accept high-stakes bets just because the "average" outcome is positive.
5. Warning Against "Over-Savings" in Depressions
- The Concept: Based on his Keynesian view, he cautioned that when an economy is in a depression, saving money is harmful.
- The Meaning: If everyone "tightens their belt" and saves, consumer demand vanishes, causing a "vicious deflationary spiral".
Summary
Samuelson's overall, recurring warning was one of "empirical humility". He believed in the power of markets, but felt that professional economics and investors often act with too much arrogance regarding their ability to predict the future or to outperform the market systematically.
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