Rebirth: The Financial Giant

Chapter 143 [The sky is the end (473)]

The capital account is only tens of thousands or hundreds of thousands of small scattered, Lu Ming disdain to cut, because the efficiency is too low, disgusting.

With a large organization of tens of billions of dollars, it takes a lot of brains and energy to compete with the opponent, and the other party is not a vegetarian. Lu Ming adheres to the principle of lying down, try not to sit, and cut those tens of millions and hundreds of millions of dollars. the easiest.

These people just got rich. Most of them made money by doing physical business. As soon as the money came in, they wanted to invest to preserve their value. Some of them bought houses without thinking, while others went into the stock market.

Especially some bosses, they are really strong in business and business, otherwise how could they be worth tens of millions of dollars?

But they are often novices in the capital market. For investors of their magnitude, even if they are cautious and start to take a small amount of money to try and make mistakes, this small amount of money is tens of millions.

What they cut is their trial-and-error money, and some of them work hard when they come up, so it's more fun to cut.

There are also smart bosses who hand over their money to professional private equity. There are too many private equity funds in China, and this gang and that gang are actually private equity and hot money. Likes to speculate on themes and small-cap stocks in the junk sector, and Xiaosan is often played around by them.

If there is a food chain in the capital market, then from the top to the bottom, it is Guo Jia team/institutions→small private equity/hot money/zhuang→Niu San→Leeks.

The leeks are eaten by Niu San, Niu San is eaten by private equity hot money dog ​​houses, and hot money dog ​​houses are eaten by institutions.

Hot money/zhuang and institutions generally play their own way and have their own core home games. Basically, hot money ticket agencies will not touch it, and institutional ticket hot money will not be touched.

But the two really started a game, and the final result must be that the institution wins.

If hot money is the maker of demon stocks, then institutions are the maker of bull markets.

Who is stronger and who is weaker at a glance.

The institutions signed up for a group together, and the entire market capital was sucked into the institution’s home court. The leeks were all attracted, and the hot money and the village were not cut. They would even be smashed by the leeks, so they could only be forced to go to the institution’s home court. .

So the bull market came, not to mention a comprehensive bull market, at least a partial structural bull market was born like this.

As a result... it was a nest!

Few of them can really escape. The flash crash of the super market last year was most vividly reflected. All kinds of cattle scattered, hot money, and private equity, including a large number of institutions and foreign capital, also lost money, and corpses were scattered everywhere.

The end result is that only 10% of the entire market is the winner.

Obviously, Lu Ming is at the top of the food chain. Big fish eat small fish, small fish eat shrimp, and shrimp eat plankton. This is a natural law.

It is impossible for big fish to eat plankton, because the energy expended is greater than the energy intake, which does not conform to the laws of nature.

...

Lu Ming chatted with Su Xiaoman for a while, and explained the fundraising matter. After staying in the office for about ten minutes, he left the office and came to the company's conference hall.

It is now 16:00 in the afternoon.

There are nearly 200 people sitting in the conference hall, mainly from the investment management department and the investment research department. All fund managers such as Li Mingyang and Qi Wei and their management teams, including Su Xiaoman and An Yirouye present.

At this moment, the conference hall was very quiet. Everyone looked at the front in unison. Lu Ming was standing in front of the big screen in the conference room. The screen was the daily candlestick chart of the main board of Big A.

Lu Ming stood on the conference table next to him, holding the table with his elbows, and holding a wireless microphone in his right hand to look around the audience. After trying the microphone, he said:

Here are the backbone members of the company, and the internal communication is not false. Many people want to know how I view the future of the domestic capital market, and some of our company's major customers have asked me about my country's economic prospects and global economic prospects. How to look at it, or look at a lot of private messages on my social account recently asking me if the motherboard can return to 3,500 points in the beginning of the year this year.

Having said that, Lu Ming glanced back at the K-line chart of the Shanghai Stock Exchange on the big screen of the conference. The market that came out in January this year was version 3.0 of the stock market crash, which fell by 25% in about a month.

Until today's close, the main board reported 2843 points, from 3539 points at the beginning of the year, almost half a year has passed and the whole year is still a decline of -19.65%.

Lu Ming looked back at the participants: My own judgment is that I don't even think about taking back more than 3,500 points this year, and I don't think about it next year.

BOSS is so pessimistic about the market outlook?

This surprised everyone.

Lu Ming: But is it important? It doesn't matter, the bull market can make a lot of money, and the bear market can also make a lot of money. Let the capital market bear to dominate the world. My Tiansheng Capital's upward channel has no end. It's the end.

Sure enough, it was an internal exchange meeting. The boss didn't hide it at all, and more than half of the people present had no more admiration for the boss.

Lu Ming looked around at everyone: Let's get down to business, let me ask you a question, is there another bull market in the market?

Everyone nodded.

Lu Ming continued: Yes, right? Yes, I also agree that there must be a bull market. I draw a conclusion in advance. My conclusion is that the so-called bull market in the future will no longer appear as a general rally like last year, and any junk stock can follow. Enjoy the premium of the bull market, which will not exist in the future, no.”

In the future market, only 20% of high-quality leading companies will continue to rise and keep rising, and 80% of junk stocks will keep falling and keep falling, forming such an extreme phenomenon of polarization. That is It is said that no one buys junk stocks no matter how cheap they are, and no one buys good stocks no matter how expensive they are.”

What's the logic behind this? Guo Jia's will!

Guo Jia's will?

Everyone was very curious when they heard this. Everyone listened without saying a word. Lu Ming walked from one end of the conference stage to the other, Of course the influence of international factors is also important but not important, it is secondary. The core The factors are domestic, our country is a super-large country, whether in terms of territory size, population size, or industrial scale, it is not a big one, but super large, such a country will always have internal factors greater than external factors.”

With this logical support at the bottom, you can analyze it upward. The super market last year has shown that there is a surplus of financial capital in our country. In fact, I think it began to be surplus in 2013, and capital is no longer so scarce. It's one.

Then the second point, the country is now facing economic transformation and upgrading. Some people are worried that they are not optimistic. There are a lot of reasons. At first glance, the logic seems to be very reasonable, but it is actually nonsense. I am firmly optimistic. I am not one in the domestic capital market. Whether it is the primary market or the secondary market, all investment behaviors are based on the most fundamental logic, and we are confident and optimistic about the future of this country.”

Someone will say, where is the logic? Lu Ming said with a joking smile, and then continued: Is this a problem of logic? This is a problem of pattern! If this country has no future, then no one will have it. In the future, will the West pull you? You say what will happen when a man with a spear and a cannon meets an unarmed man with a large bag of gold on his back?

Everyone listened silently, but they had already given the answer in their hearts, of course, killing the other party and taking the gold for themselves.

...

(Ps: In order to thank the leader of Learning is boundless and the book is boundless [2/5], the last chapter was still the leader, and when I look back, I have done it to the leader. This is the title chapter that became 4/73 The reason is, the more you get, the more you play with a hammer...)