Chapter 466 Rabbit dead dog cooking (3)

After a while, Soros stood up, walked to the bar behind the desk, took out a bottle of wine tremblingly, and said, "I have to think about it, let me have a glass of brandy first!" After finishing speaking, he poured out half a glass of wine, Drank it down.

  His movement was so fast that Druckenmiller, who was almost to the side, didn't have time to stop it. Druckenmiller could see very clearly that what Soros brought out was definitely not brandy, but vodka. There was a big difference in taste between the two, but his boss didn't notice it. This shows that his boss The mood is really chaotic.

Following Druckenmiller's gaze, Soros realized that he was holding vodka. He shook the cup in his hand with some embarrassment, and said with self-deprecation: "This is really an unexpected result. ,what should we do?"

Soros, who has always been very assertive and measured, actually asked for Druckenmiller's opinion at this time. This situation is extremely rare. On the issue, most of the decisions are still made by Soros.

  Although he was quite surprised, Druckenmiller was also very embarrassed at this time, and didn't know how to answer for a while.

On the one hand, it is the punishment for the betrayer, and behind it is a seemingly unreliable news as support. The problem is, if this news is true, then the Quantum Fund can escape from that ghost place on the one hand, and can maximize Punish the betrayer.

   But from another perspective, ignoring these things and continuing to attack Hong Kong also contains certain risks. Because of the first experience, the Hong Kong government has already grasped the general strategy of the other party, and it has made it known that it is very likely to intervene in the market, so the possibility of using US dollar reserves cannot be ruled out.

The most important thing is that now knowing that allies have a history of betrayal, Soros dare not hand over his back to them anyway. Although we all have a common enemy, it is too unsafe for our own side .

For the first one about "Russian national debt", if the news is purely fictitious, then based on the current position of Quantum Fund, once these national debts can be paid normally, the profit will be as much as billions of dollars at that time . And if it is true, the loss can reach billions of dollars or more.

  For the second article to continue to attack Hong Kong, the potential loss may be less and the gain may be more, but the risk is obviously much greater than the former.

  The pros and cons of both are obvious, and the consequences are completely different, so even if you are as shrewd as Soros, it is difficult to make a decision for a while.

"By the way, what's the latest move from the government?" After thinking hard for a long time, Druckenmiller's head suddenly had an idea, and he remembered a key point, that is, the attitude of the US government, "Is there any new instruction from Washington recently? Pass it down, no matter what it is, Russia or Hong Kong, or even South Korea."

   It doesn't matter what it is about, what matters is the attitude of the government, which is especially important at this time.

  According to Zhong Shi, these capitals are the hunting dogs of the government, which may be used when needed, and left behind when not needed, or even secretly tricked. Although Druckenmiller was very disapproving, he could only treat a dead horse as a living horse doctor at this time, and first find out the government's attitude.

   Logically speaking, after international hot money and hedge funds collapsed in Hong Kong, although it is not appropriate for the government to express its position in public, it only needs to give these capital an explanation, or even a verbal comfort. Although during the offensive, they did not hesitate to let many big names in the economic circles and even Greenspan himself take turns to cheer for them, but after the hedge fund suffered a crushing defeat, these voices disappeared without a trace.

   But no matter what, the government officials responsible for planning this operation must at least tell these big shots, the government's true attitude towards their operation, or future deployment and so on.

"No, there's no news at all!" Soros' face suddenly darkened. It was obvious that Druckenmiller's question hit the crux of the problem. Indeed, the key to solving all the problems now lies in the government's attitude, but at this time he still has confidence in the government, and strongly defended himself, "These things just happened, the government probably hasn't had time to assess the situation, I believe they will give us an explanation at the right time. "

"No! No! No!" Druckenmiller shook his head like a rattle, disagreeing with Soros at all, and after saying "no" three times in a row, he pointed to the center of the problem, "I said The issue is not about Hong Kong, but about Russia. On the 17th, the Russian authorities announced a slight depreciation of the currency. The government should contact them. After all, if Russia is really in turmoil, those weapons of mass destruction are a deadly threat to everyone. .Half a month is enough time for them to discuss a result!"

   "You mean..." Soros was startled, and stood up from the bar all of a sudden, his tone full of disbelief, "They really abandoned us?"

   Regarding the situation in Russia, Wall Street has been paying attention to it for a long time, and there is a common perception here, that is, "how can a nuclear power default". Although the Russian economy is sluggish, domestic taxation is not enough to support the cashing of debts, and because of the terms of the bailout and the IMF, the elites on Wall Street still believe that the Russian government bonds that are about to expire in the near future will not default.

  What they rely on is that once the situation in Russia is in turmoil, their huge nuclear arsenal will also be implicated, and Western countries, including the United States, will absolutely not tolerate such behavior.

  In fact, the real opponent of the investment strategy driven by this inference is the IMF, or the US government, the largest shareholder of the IMF. The greedy capital finally devoured his own master.

At this time, the U.S. government does not think that if it helps Russia, it will bring them any benefits. This country is not as easy to control as Southeast Asian countries, and it will never become an ally, so it only needs to help them control their arsenal. Then Nothing else will be a problem.

   It can be said that this time the capital bet has annoyed the US government and made them realize that if these greedy capitals are not taught a lesson and are not allowed to be under the control of power, God knows what they will do.

   These are all analyzed by Zhong Shi himself. Of course, he did not tell Druckenmiller and others.

  The special envoys of the Clinton administration have held several secret meetings with their key officials, including the president, in Moscow, and have even reached agreements on some key issues. And important officials from Western Europe also frequently haunt various key departments of Russia. These forces have long been brewing something. But these are highly top-secret things, so even if you use the power of capital all over the world, you can't find anything, because these things were originally aimed at them.

  Although he said so in his mouth, Soros was already sweating profusely at this time. He suddenly thought of a terrible possibility that he, or the class he represented, might really be abandoned by the US government.

   Seeing Soros's situation, Druckenmiller didn't understand why, so he became anxious immediately, and persuaded loudly: "Boss, it's time to make a decision!"

  Although he does not have the logical reasoning ability of Zhongshi, Soros has an extremely keen intuition, which has helped him overcome difficulties several times. At this time, the uneasiness brought by this intuition became more and more intense, making him restless. After frowning for a long time, he suddenly slapped the table and said, "Stanley, take the analysis of Mr. Cole and Mrs. Thatcher into account. Report forwarded to Rodney Jones in Hong Kong."

   "What?" Druckenmiller was so surprised that his jaw almost dropped, but the next moment, he suddenly realized, "Boss, did you really decide to do this?"

"That's right!" Having made up his mind, Soros's eyes were no longer indecisive, replaced by perseverance and firmness, "If what Mr. Zhong said is true, then it is very likely that the United States and the Russian Federation have reached some Agreement, and these things will be implemented very quickly, so there is not much time left for us, and we must evacuate from there as soon as possible."

"As for Hong Kong, as long as we have our hands free, we can attack again at any time, can't we? Stanley, at least in terms of time, I think so. As for those who have betrayed us, this time we will let them They pay the price!"

  Drukenmiller nodded heavily, and then strode out of Soros' office.

  …

  Julian Robertson returned to his office and began to browse the news of the day, paying attention to the situation of those investment positions. Among Tiger Fund's positions, the U.S. stock market is the largest holding, followed by the Russian government bond market, followed by the Hong Kong stock market, and then other positions such as precious metals and U.S. treasury bonds. There is also a small amount of cash on hand. Generally speaking, the investment position is above 90%.

  Because Tiger Fund has gained a reputation for its precise stock selection, Julian Robertson has always been the first choice for investment in the US stock market. After the defeat from the Hong Kong market this time, although the impact on the annual income is not very big, he is very clear that his team needs to work harder in the US stock market to satisfy investors.

   "What, is this their email?"

When there was a crisp reminder from the internal communication software, Julian Robertson habitually turned on the computer, and found that there were two analysis reports lying in the mail. It is very informative and convincing, and the final signature even blinded his eyes: Helmut Cole, Margaret Hilda Thatcher.

Although these people have already stepped down, Julian Robertson is very aware of the energy of these people and their performance on stage, so after carefully reading the political analysis reports of these two former bigwigs, he couldn't help thinking Taking a deep breath, anyone can see that if the logic of these two people is followed, the United States and its allies will never give up on Russia, so the following internal investment strategy suggestion of Quantum Fund is , Let Rodney Jones clear the position in Hong Kong as soon as possible and transfer the funds to the Russian government bond market.

  Although this method is used, Julian Robertson does not always operate according to the content of the Quantum Fund email, because he also has a huge research team, which is not inferior to the Quantum Fund team at all. After sniping Quantum Fund several times in the market for profit, his courage gradually grew. Although news came from Hong Kong that his wiretapping system was wiped out, he was convinced that the implanted Rodney Jones Trojan horses on computers can still steal messages in a steady stream.

   It's just that what he didn't expect at all was that this time it turned out to be a trap set by the other party against him, a trap that made him regret endlessly.

   "It looks like it's time to set aside part of the funds and continue to increase the position of Russian government bonds!" Touching his smooth chin, Tiger muttered to himself.

   Thanks to book friend Lei lsq for voting for the monthly ticket! I would like to wish all book friends auspicious Christmas Eve, and a happy Christmas tomorrow~ I hope everyone who has votes will vote more to support~ Thank you~

  

  

  (end of this chapter)