They are all reborn, and the grandson is still a spare tire

Yao Yuan told the executives in front of him that the global financial crisis might break out ahead of schedule.

Many of the investment strategies previously formulated need to be modified and adjusted to adapt to new changes.

I will soon come up with an overall plan on how to make the adjustments.

After a brief discussion, Yao Yuan suddenly changed the subject.

"Now, the second thing is that maybe this weekend, U.S. Treasury Secretary Henry Paulson will lead a team to Hong Kong Island to start a series of negotiations with us. We need to make some preparations."

"The two housing agencies have encountered big problems, and Lehman Brothers may also be in big trouble. The actual losses of the two housing agencies are likely to be many times more exaggerated than the outside world knows, and they are even on the verge of bankruptcy."

"Paulson led a team to visit here. The main purpose should be to appease the major holders of Fannie and Freddie bonds and ask them not to sell off their bonds and ensure their safety."

"From the perspective of the dollar's credit and hegemony, neither the United States nor the Federal Reserve can accept the tragic consequences of the bankruptcy of the two housing agencies. So I judge that the United States government will definitely take over the two housing agencies in the end, but not Lehman Brothers..."

Hearing this, Zhou Chaoyang and the others were shocked again.

As senior executives of Jiuye Investment, a super short seller, they were so shocked that they almost danced with excitement.

They understood that the bankruptcy of top Wall Street financial institutions such as Fannie Mae and Freddie Mac and Lehman Brothers would be a huge disaster for the international financial market, but a godsend for Jiuye Investment Group.

Taking advantage of this golden opportunity, Jiuye Investment Group will be able to reap another wave of wealth and make a fortune.

If you are not too lenient, you will not be worthy of the title of Super Big Short.

The global financial crisis that followed became a wild battlefield for the Jiuye Investment Group.

After a brief shock, Zhou Chaoyang and the others immediately started discussing the matter enthusiastically.

"Oh my god! Whether it's the bankruptcy of Fannie Mae and Freddie Mac or Lehman Brothers, it would be enough to trigger this global financial crisis. No wonder you said the financial crisis is coming early!"

"Just last night, the U.S. House of Representatives passed a bipartisan rescue bill, the Housing and Economic Assistance Act. Tomorrow night, the bill will be voted on in the Senate, and it is said that the probability of passing is very high."

"This bill gives the U.S. Treasury Department broad discretion. Now it seems that they are making preparations to take over the two housing agencies and clearing legal obstacles."

Yao Yuan smiled and nodded, then continued:

"That's right. The release of this rescue bill is just a one-size-fits-all approach. It is making legal preparations for the U.S. Treasury Department to take over the two housing agencies. That cowboy president will definitely sign the bill as quickly as possible."

"This also reflects from the side how serious the problems faced by the two housing agencies are. They have reached a point where they can't afford to lose time, which is why they passed this bill so quickly and why Paulson led a team to visit."

"They have to ensure the safety of the two housing agencies. Our country is the second largest holder of the two housing agencies' bonds. Once we sell off the two housing agencies' bonds on a large scale and trigger a chain reaction, the two housing agencies will be finished and they will not be able to save them in time."

"If the two housing agencies go bankrupt, the trillions of dollars of their bonds will become worthless, which will inevitably cause a financial tsunami and have a huge impact on the credit and hegemony of the US dollar. The US does not want to see such a situation, so they are determined to protect the two housing agencies."

Zhou Chaoyang and the others looked at each other and nodded in unison.

The next moment, Mr. Yang suddenly asked:

"Paulson led a team to visit Beijing to ensure that the bonds of Fannie and Freddie Mac would not be sold off and to protect them. But why did he come to Hong Kong Island to find our group?"

"We have always been firmly bearish on the two housing agencies and have been shorting their stocks and bonds. By shorting the two housing agencies, we have made a lot of money."

"Hahaha"

Everyone laughed and nodded.

Yao Yuan also laughed and then gave an explanation.

"I guess Paulson specifically asked to see me and was willing to personally lead a team to Hong Kong Island for two reasons."

"The first purpose is to hope that we change our ways and stop shorting the two housing agencies on a large scale, so as to give them some breathing space. If we can buy a large number of their bonds, that would be even better!"

"I can't agree to this request. Before the two housing agencies are fully taken over by the U.S. Treasury Department, we must still firmly short the two housing agencies and force the U.S. Treasury Department to take over the two housing agencies as soon as possible."

"In this way, the 600 to 700 billion US dollars of Fannie Mae and Freddie Mac bonds held by our country will be safe. At that time, we can go short and buy some Fannie Mae and Freddie Mac bonds appropriately to show our appreciation."

"Paulson's second purpose should be to sell Lehman Brothers Bank. This is the main reason why he is eager to meet me. Unlike the two housing agencies, the US government will never save Lehman Brothers Bank!"

"Lehman Brothers' book assets are still worth about $700 billion. Once it goes bankrupt, it will definitely trigger a global financial crisis. The US does not want to see a financial crisis break out prematurely, so it can only look for buyers around the world."

"In today's international financial market, there are only a handful of top financial institutions capable of acquiring Lehman Brothers. Our Jiuye Investment is one of them, so Paulson has set his sights on us, and this old man has evil intentions."

"If he could dump this garbage Lehman Brothers on us, not only would he be able to prevent the financial crisis from breaking out prematurely, but he could also achieve his goal of significantly weakening us. He could even use some dirty tricks to use Lehman Brothers to drag us down."

Zhou Chaoyang and the others nodded in unison and echoed a few words.

"That's right. The massive amount of subprime mortgage bonds held by Lehman Brothers are all garbage. Only a sick person would accept such a bomb!"

"If Paulson really came to take over Lehman Brothers, it means that Lehman Brothers is now just an empty shell and we must not take it over."

Yao Yuan sneered and said disdainfully:

"Paulson wants our group to be the buyer. He is really crazy. He can just dream on!"

"But I am still quite interested in the few remaining high-quality assets of Lehman Brothers Bank. I can take advantage of the opportunity to make a lot of money."

"For example, we can find a way to acquire the equity of many high-tech listed companies held by Lehman Brothers Bank, as well as the equity and bonds of some resource-based listed companies at a low price."

"Just like the acquisition of Bear Stearns, I plan to work with several state-owned financial institutions, including SDIC, to jointly acquire the remaining high-quality assets of Lehman Brothers."

"The acquisition funds for state-owned financial institutions such as SDIC still come from the state-owned investment team led by Mr. Gu. Mr. Gu, you must make relevant preparations. I will coordinate with SDIC and the Social Security Fund."

As he said that, he looked at Mr. Gu.

Mr. Gu immediately nodded in response and said with a smile:

"No problem, Mr. Yao, we will follow the instructions of our superiors and can participate in the joint acquisition at any time."

"Under your guidance, our team has earned tens of billions of dollars in the past month or two, which can be used to acquire the remaining high-quality assets of Lehman Brothers Bank."

"In this way, we don't have to transfer this part of the investment profit back, and the superior financial institutions don't have to pay any more money, and we can acquire a large number of high-quality assets, which is the best of both worlds."

Yao Yuan looked at him, smiled and nodded.

"Yes, that's what I mean. I will report this matter to the State Council Office, and you just need to follow my orders."

"After it is confirmed that Paulson will lead a team to Hong Kong Island, the heads of state-owned asset departments such as the State Investment Corporation and the Social Security Fund will rush to Hong Kong Island to prepare for the negotiations."

"What we need to do now is to find out the financial situation of Lehman Brothers Bank and see what high-quality assets it still has so that we can target them!"

Next, Yao Yuan continued to discuss with Zhou Chaoyang and others.

See how to harvest Lehman Brothers Bank and how to deal with the global financial crisis that is about to come.

The closed-door meeting lasted nearly two hours before it ended.

After coming out of Yao Yuan's office, Zhou Chaoyang and his colleagues immediately took action and began to adjust their investment strategies.

At three o'clock in the afternoon, Yao Yuan finally came up with a complete investment strategy adjustment plan and asked Li Shan to give it to Zhou Chaoyang and others.

With the adjustment plan in hand, Zhou Chaoyang and his team took bigger actions.

Jiuye Investment's Hong Kong Island headquarters and its many branches have all moved accordingly to adapt to the latest changes.