Short 197

If the Bear Stearns contract does not want to become a pile of waste paper, the Rose Fund may need to compromise at the right time and significantly discount the original price of US$1.5 billion to US$500 million or even US$80 million. In this way, the 1.5 billion US dollars of wealth on paper may only be 80 million US dollars.

Of course, even in this way, the Rose Fund can make considerable profits.

Because of this $1.5 billion contract, the Rose Fund previously only spent $18 million in insurance premiums per year.

Short selling is successful, and there are still many difficulties before the wealth reaches the account.

This is also the role of Gong Qiuqiu.

If you randomly hire a fund manager to take the helm, the Rose Fund has a high probability of winning the bet but not making any money, and being swallowed up by a group of financial giants.

Wei Dongsheng briefly sorted out his ideas and straightened out Bear Stearns’ investment: “Bear Stearns meant that if CITIC Securities is unwilling to raise funds from it, we can’t get the $1.5 billion performance payment?”

Gong Qiuqiu: "This is not necessarily true. In addition to CITIC Securities, Bear Stearns is also trying to negotiate financing with other banks."

Wei Dongsheng: "Do you think it is possible for CITIC Securities to agree to Bear Stearns' proposal?"

Gong Qiuqiu shook his head and expressed not optimism: “First, Bear Stearns’ assets include a pile of mortgage-backed securities. These assets are like a bomb that may explode at any time and are extremely difficult to transfer. Second, Bear Stearns did not hesitate to lose face during negotiations. The threat of bankruptcy confirms that Bear Stearns currently needs more capital and guaranteed financing with longer maturity. A mere US$2.5 billion cannot solve Bear Stearns’ problem at all. With the internal operating mechanism of CITIC Securities, who dares now Signing such a contract with Bear Stearns will definitely be investigated by the Commission for Discipline Inspection in the future."

Wei Dongsheng: "In other words, can Bear Stearns cooperate with CITIC Securities be ignored?"

Gong Qiuqiu: "Bear Stearns can only think of other strategies."

At this point, Gong Qiuqiu's thinking is very clear. Given Bear Stearns' poor financial status and passive attitude, this contract of US$1.5 billion may be difficult to receive in full. In order to avoid the contract becoming a piece of waste paper, the Rose Fund can only negotiate with Bear Stearns to perform the contract at a discount or sell it at a low price to other funds or investment banks that are confident that Bear Stearns can wipe out its wealth.

With similar detailed operations, Wei Dongsheng can only choose to trust Gong Qiuqiu's judgment and authorize her to freely price the US$1.5 billion contract within a certain range.

Of course, Wei Dongsheng would not dig his heart out, trusting Gong Qiuqiu without limit.

The computer intelligent life system not only monitors the flow of funds between banks around the world in real time, but also closely monitors the transfer of funds of core employees such as Gong Qiuqiu. If the proportion of the amount is small, Wei Dongsheng will simply let go of the idea of ​​"the water is clear, there will be no fish, and the man is observable, there will be no disciples"; if the proportion is high to a certain level, Wei Dongsheng will surely take it quickly. Fortunately, Gong Qiuqiu did not live up to Wei Dongsheng's trust for the time being. At least the computer intelligent life's special tracking and monitoring system did not collect evidence of her sneaking and rape.

Wei Dongsheng cares about work and more about Gong Qiuqiu's safety: "Whether it is 1.5 billion US dollars or 500 million US dollars after discounts, it is a huge number. You must be careful of Bear Stearns and take risks."

Gong Qiuqiu laughed haha: "I am me, the contract is the contract, and the Rose Fund is the Rose Fund. It is easy for Bear Stearns to hire someone to kill me, but it is impossible to destroy the contract. Until now, the Rose Fund has nothing but the original fund. Jin has managed to manage $8 billion in assets. The investors behind this $8 billion are all hoping that Rose Fund will make a profit in the vacant loan market. Bear Stearns wants to destroy Rose Fund by illegal means. First of all, you have to ask this group. Investors agree or disagree."

Wei Dongsheng: "Always be careful."

Gong Qiuqiu didn't take it seriously: "I will pay attention."

Wei Dongsheng suggested: "The new cabinet election has ended. Jing Minqiang is going to fly to the United States to accompany you. Sister-in-law, do you want to retire for a while?"

Gong Qiuqiu didn't answer, but instead asked, "Do you believe me?"

Wei Dongsheng replied affirmatively: "Of course I believe."

Gong Qiuqiu: "Fighting the five major investment banks in close combat is my eagerness for twenty years. I can't help but get excited when I have the opportunity to tear a piece of fat from Bear Stearns. If you believe me, please let me defend By the end of the war."

Wei Dongsheng sighed, "Are you sure?"

Gong Qiuqiu: "Of course."

Wei Dongsheng: "The war has just begun. Are you sure you will be on the Rose Fund platform for another year?"

Gong Qiuqiu understood what Wei Dongsheng meant: "Do you judge the crisis has just begun?"

In the financial war that the Rose Fund participated in, Wei Dongsheng was the commander in charge of determining the strategic direction, and Gong Qiuqiu was the general in charge of the specific campaign. In terms of specific operations, for example, how to maximize the benefits of Bear Stearns’s US$1.5 billion contract is Gong Qiuqiu’s sole discretion; in terms of strategic layout, such as shorting or longing the mortgage market, it is Gong Qiuqiu’s judgment that Wei Dongsheng will execute.

Wei Dongsheng explained his judgment to Gong Qiuqiu: “The policy of the opposite will never solve the kernel crisis; the Fed’s reckless rescue is only to force a life extension and drag the cancer from the early stage to the late stage. Next, we will continue to short and short financial stocks.”

Gong Qiuqiu was stunned.

Gong Qiuqiu seriously doubted Wei Dongsheng's judgment, even if Wei Dongsheng had won once. However, Gong Qiuqiu is more self-aware. Since he couldn't see the future, Gong Qiuqiu simply implemented Wei Dongsheng's judgment. After all, the worst result was just exporting the money he just made.

Gong Qiuqiu directly asked the specific measure: "How far is the short going?"

Wei Dongsheng: "With the goal of the five major investment banks of Goldman Sachs, Morgan Stanley, Merrill Lynch, Lehman Brothers, and Bear Stearns all facing bankruptcy and acquisition crisis, short all relevant banks in Europe and the United States."

Gong Qiuqiu couldn't help taking a cold breath.

After a long time, Gong Qiuqiu heard a long voice: "That is the global economic crisis."

Wei Dongsheng laughed: "Afraid?"

Gong Qiuqiu also smiled: "I don't believe it rationally, but I'm willing to try. If one day can push Goldman Sachs into bankruptcy, hehe, I will die in the United States willingly."

Wei Dongsheng was non-committal, and talked about another thing: "There is another thing. Recently, the market value of Spring and Autumn Searches has ballooned, and it has risen too fast. I am going to throw a certain amount of equity pressure. You should pay attention to cooperate with it."

Gong Qiuqiu is concerned about the expanding market value of Spring and Autumn Search.

The capital market may be optimistic that China will surpass the United States to become the world's largest country on the Internet, or that the market value of China’s stock market will exceed China’s GDP, or that China will soon surpass Germany to become the world’s third largest economy, or that the RMB exchange rate will continue Strengthening, Huaguo concept stocks have recently been collectively favored. As the representative of China's Internet image, Chunqiu, its subsidiary Chunqiu Network and Chunqiu Search, have a ballooning market value. The search in Spring and Autumn was especially serious. The market value was 6.5 billion US dollars in March, 10 billion US dollars in June, and 20 billion US dollars in September. Before Wei Dongsheng contacted Gong Qiuqiu by phone, it had skyrocketed to 28 billion US dollars.

The inflated market value has no meaning.

When the money is in the pocket, it is real money.

Wei Dongsheng decided to sell part of the equity at a high position and repurchase it at a low price after the outbreak of the global economic crisis. In this way, once and again, Wei Dongsheng not only kept the equity, but also made considerable income from the price difference.

Gong Qiuqiu focused his energy on the financial market, and had no time to consider the long-term development of Chunqiu Search. Wei Dongsheng was able to sell high and buy low for American stockholders. At the end of the call, Gong Qiuqiu lately mentioned the direction of the Huaguo stock market: "A few days ago, the listing of Huaguo Shenhua drove the 601 sector soaring. You reposted this news on the 4D space account, but you commented, "The liquidation has been completed. Say goodbye to the ever-increasing risk of the Chinese stock market'. Has the Asian branch of Rose Fund withdrawn from the Chinese stock market?"

Wei Dongsheng admitted: "Since I have made public comments, there is no need to tell lies. With 4000 points as the red line, it will only sell but not buy intermittently for several months. The Rose Asia Fund has been completely liquidated before the cabinet election. The future Chinese stock market will continue to surge. The plunge has nothing to do with us."

Gong Qiuqiu questioned: "Is there really no shorting?"

Wei Dongsheng: "China and the United States have different systems. Short-selling China’s stock market is too risky. After all, companies such as Chunqiu, Zhiyu, Zhixing, Zhuwei, and Siwei Space have to rely on the Chinese market for food. Please believe me, I am not trying to make money. Capitalists who make money are idealists who use capital as a tool."

Gong Qiuqiu stopped questioning, and instead asked Wei Dongsheng's judgment: "When do you think the Chinese stock market will collapse?"

Wei Dongsheng: "It's coming soon."

Gong Qiuqiu's voice was a little melancholy: "Is it serious?"

Wei Dongsheng was in a relaxed mood: "I thought it was serious before, but now I think it may not be serious."

Gong Qiuqiu was surprised: "How to say?"

Wei Dongsheng said with emotion: "Hua Guo Petroleum!"

When Wei Dongsheng first explored the Chinese stock market in his previous life, "Hua Guo Oil locked up a generation" has become a well-known joke, and no one knows the name of China Oil.

After Zhuge Liang's mentality analysis in this world, Wei Dongsheng suddenly had a completely different understanding.

When Shenhai Securities climbed to 5000 and 6000 points, the bubble phenomenon was already very serious. The proportion of liquidity in the Chinese stock market, funds and other hot funds has reached a quarter. Coupled with the speculative pursuit of rising and falling, there are almost everywhere bubbles. In other words, the reason why the stock market can continue to be crazy comes from the left hand to the right hand of a group of big bankers and small speculators. The Chinese stock market does not have a corresponding economic foundation to support a high of 6000 points, and it will collapse sooner or later.

Sooner or later.

The Chinese stock market has long since become a game of drumming and spreading flowers.

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