Rebirth: The Financial Giant

On the weekend of May 30, Splendid Overseas Chinese Garden.

Today, Lu Ming stayed at home alone. This weekend, he spent the weekend with An Yirou's native family. Lu Ming also had a rare time to recharge his batteries.

It was around 10:30 in the morning. Lu Ming was sitting alone on the sofa in the living room with a laptop on his lap. He was paying attention to the international foreign exchange market and some current international financial news.

It is a pity for Lu Ming not to be able to participate in the next thrilling financial defense battle, but to be a spectator. Tiansheng Capital has developed fast enough, but he wants to participate in such high-level actions and play a role in it. Still far from enough.

At the end of this year, the Federal Reserve will definitely start raising interest rates for the first time in ten years, which means that the old and the United States will finally wield the sickle to harvest the world.

For the bloodthirsty Wall Street capital, the financial turmoil and the tsunami are the arrival of a gluttonous feast. Before the old American announced the interest rate hike, they had already smelled the strong smell of blood, and they began to sharpen their knives and rush to the terrified lamb. them.

Wall Street financial capital easily brought down the Argentine Peso next, and then slapped on the Basil Real, making a lot of money, complacent, and gradually got carried away, and it was already defiant.

The red-eyed Wall Street capital turned its eyes on the currency of the world's second-largest economy.

Perhaps at this time, most of Wall Street capital has already begun to formulate specific action plans on how to eat this fat rabbit. Lu Ming will not be surprised by this.

Just as he was thinking about it, the sound of the villa's door bell suddenly broke his thinking.

Lu Ming thought it was the housekeeping staff who came to work, so he picked up his mobile phone and turned on a real-time monitor. There was a camera at the main entrance of the gate. At first glance, there were three or five strange men in strict formal clothes and leather shoes. They are all multiples of Lu Ming.

He immediately got up and went to open the door.

You are...

Hello, Mr. Lu, we are the staff of the State Administration of Foreign Exchange and the China Securities Regulatory Commission. This time I came uninvited to talk to Mr. Lu about financial work.

Lu Ming was surprised.

The other party handed over the certificate, and it was indeed correct to look at it, and from the other party's temperament and conversation, it was also felt that he was a member of the system.

Everyone, please come in!

Lu Ming handed back the documents to the pair and invited everyone to enter the house.

The guests were seated, and after the visitors introduced themselves to each other, Lu Ming said with a smile: The leaders came to the door suddenly, and they were really unprepared. Please forgive me for the unprepared reception.

Bureau Wang of the State Administration of Foreign Exchange stopped and said with a smile, It's up to us to say this, Mr. Lu, we came to visit this time to ask for advice.

Hearing this, Lu Ming immediately said politely and modestly: Wang Ju's words are serious, how dare Lu Ming ask for advice in front of all the leaders.

Gradually getting to the point in the mutual modesty, Wang Ju said with a smile: The so-called three-person line must have my teacher, Mr. Lu's ability in the capital market is indeed surprising, even shocking, we are very curious why you are here at this time. Nodes choose to withdraw from the capital market on a large scale, and switch from holding stocks to holding coins? If you think the market has major risks, what risks do you see?”

The two major exchanges monitor the halls in real time. As soon as the data is called up, you can see that Lu Ming's Tiansheng Capital has recently cashed out tens of billions of stocks in a large-scale sell-off. Obviously, he believes that there is a risk in the future.

Lu Ming was surprised. These words came from the mouth of Wang Ju, who worked in the foreign exchange bureau. The questions he raised seemed a bit redundant, but it was obviously not that simple, not to mention that he made a special trip to the door for consultation.

I am afraid that this trip is definitely not a door to ask, curiosity is so simple, how can there be so much leisure? Still at the crux of the day.

At the end, Lu Ming looked around the crowd and said, Everyone, I'll be honest, from an investor's point of view, I think the market outlook is about to usher in major external-driven risks, so I have to avoid risks, but from the perspective of domestic financial practitioners and an investor. As a Chinese, seeing the recent situation in the international financial market, I am very worried about the savage invasion and plundering of international financial capital. To put it bluntly, Wall Street capital is wielding a reaping sickle at us. This has been since the birth of the financial tsunami in 2008. They are destined to have this cut.

Lu Ming continued: Originally, the soaring domestic capital market can be traced back to the financial tsunami in 2008. My prediction is that the United States will definitely raise interest rates by the end of this year and next year at the latest. The whole world has to be reaped harshly.

Hearing these words, Wang Ju and others were very surprised. It was almost the same risk as the management smelled. This young financial practitioner really has a sense of it, and he was looking forward to today's trip for a while.

Mr. Lu, where did you get this news? Who told you?

Hearing this, Lu Ming couldn't help laughing: This is my own judgment on the market.

Everyone was surprised again, and Wang Ju suddenly said: Please tell me what you think, we are all ears, including opinions or suggestions from various aspects, please know everything.

Lu Ming also heard some important information from the other party's words. It seems that the management has realized the potential risks, which is a good thing. He nodded and organized some words in his heart and said:

The reason why I think I want to talk about the financial tsunami in 2008 is because the old and the United States allocated money to save Wall Street through the Ministry of Finance at that time. The market stabilized, but the sequelae remained. These money will not appear out of thin air. The money from the Ministry of Finance It is taxation, which means that ordinary people in the United States pay for Wall Street, and the biggest sequelae is that the risk originally borne by some Wall Street financial institutions was finally borne by the system.”

If the system cannot get enough wealth from the outside to make up for this shortfall, the systemic risk will rise sharply. There is no doubt that Laomei must harvest wealth from the world to fill this hole, and here In the process, the U.S. stock market assumed the function of a water release reservoir.”

A lot of dollars are idling in the financial system centered on U.S. stocks, and they are waiting for an opportunity to continuously raise the valuation of listed companies in the U.S. stock market, which is equivalent to the profitable business sector of the United States in the world, as long as the wealth is harvested externally. The plan can be realized, and the inflated valuation can be realized by completing the acquisition of high-quality assets in other countries at a low price. Therefore, the U.S. stock market strengthened rapidly after the 2008 financial tsunami and continued to push up desperately, and the logic that it will continue to rise in the future right here.

Wang Ju and the others couldn't help but nodded silently. Everyone didn't say a word. Lu Ming obviously hadn't finished speaking yet, and they were all waiting for his next words.

After a while, Lu Ming continued:

After the financial tsunami in 2008, the US dollar continued to cut interest rates to around 0, and there was no way to reduce it. From 2008 to 2014, the US dollar index had been fluctuating around 80, which was a weak period. Common sense in the financial world knew that a country's currency was determined. The exchange rate with the U.S. dollar then determines the international competitiveness of the country’s commodities, and our strategy has always been to follow the U.S. dollar and maintain a trend that is always weaker than the U.S. dollar but stronger than other countries’ currencies.”

The advantage is that it can act as the shadow of the US dollar and can benefit from the pro-cyclicality of the US dollar, but the disadvantage is also obvious, that is, to bear the risk of double monetary stimulus, we must also be forced to loosen the dollar and bear imported inflation, which is also The country has to bear the price while benefiting from its rapid development.”

In the past few years, the flow of US dollars has been flowing into US stocks and emerging market countries, so our foreign exchange reserves have soared from less than 2 trillion US dollars after the financial tsunami to nearly 4 trillion last year, which is still not calculated. Influx from other illegal channels.”

Excluding exchange rate changes, the newly added 2 trillion US dollars must be converted into 13 trillion yuan. These are real money and money funds. If these funds come in, if they are conservatively estimated, the market flow formed by leverage of 5 to 10 times. Sexuality, that is, leveraging the liquidity of more than one trillion scale, such a huge scale will form a huge influence in any country.

The continuous influx of these hot money, entering the civilian commodity market is a serious inflation, entering the stock market is a super bull market, and now the Shanghai index has reached about 5,000 points, which is what is happening.

Old America uses their stock market to undertake this amount of liquidity, because their market capacity is large enough, and our stock market has a total market value of less than 30 trillion before the start of this bull market, and the total market value as of now is also 70 trillion. Even if this round of bull market has inflated forty or five trillion to the limit, the capacity will still not be able to undertake the liquidity of one trillion billion.”

The more they listened to Wang Ju and the others, the more serious they became. They found that what Lu Ming said happened to be what they were worried about at the moment. Obviously, they also saw Lao Mei's sinister intentions. No wonder he would evacuate at this time. The light outsider could see it so thoroughly, which surprised them.

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