Rebirth: The Financial Giant

Mr. Lu, if you were in this position, how would you deal with it?

Another leader couldn't help but say that this time he came to seek the opinions of some high-level people in the domestic financial industry, and he may not necessarily accept it, but the truth will definitely become clearer and clearer.

Unfortunately, there is not a single fund manager in China who can fight, and they have no pattern. Except for the group, they are nothing. Chasing up and down is no more vague than retail investors.

When the China Securities Regulatory Commission wants to discuss something at a meeting, it does not bother to invite them to attend the meeting, nor does it expect them to make any core contributions.

I can't count on it...

The appearance of Lu Ming, a talent who has suddenly risen in the financial world, was an accident, and aroused the management's idea.

After a while, Lu Ming said neatly:

The stock market is killing valuations, no, it is directly killing the logic, quickly reducing the index to below 3,000 points, first releasing the risks in the capital market, and locking up all the liquidity that intends to flee at a high level so that they can't get out, but domestic The stock market's reservoir is still too small.

Looking at the world, the three largest markets are the stock market, the bond market and the real estate market. The first two markets in our country are too small to accommodate such huge liquidity, so this lore to break the opponent is only a matter of time. It can be undertaken by the housing market, and only the housing market can do it.”

The advantage of the housing market is that the transaction process is complicated. Unlike the financial market, stock trading is done with a click of a mouse. You can't catch up when you run away. On the other hand, the more complex the transaction process, the more you can use different administrative means. Control volatility, thereby locking in liquidity.”

In this way, the risk is not easy to spill over. The disadvantage is that the asset prices in the real estate market will skyrocket, which will further drive the real estate market to skyrocket. In order to make up for their shortfalls, there will be no eggs under the nest, sugarcane is not sweet at both ends, and the trillion-dollar liquidity has no other way than the housing market.

Lao Mei has worked so hard to manage the killing game that she has done for us for so many years. This contest will not be broken overnight. The housing market will definitely skyrocket, but it can help us break Lao Mei's lore. It will be up to who can't stand it first. Before the U.S. stock bubble burst, we will never allow any problems in the housing market in the future, because the U.S. stock market and the housing market are two sides of the same currency.

Whoever has a problem first will have a problem with the currency. If there is a problem with the currency, all the assets denominated in that currency will be bought by the opponent at the floor price. The wrestling to the end is a game that sees who can't hold it first, so my The judgment is that in the future, the U.S. stock market will continue to grow unilaterally, and he will not dare to fall, even if a black swan erupts and causes a sell-off and collapse, it will quickly pull up with all his life.”

In a big way, this is a battle for national fortune. In the future, we have to solve the housing market problem, and we can only open our hearts to solve it after the U.S. stock market collapses. If there is no worries, there are ways to solve the housing market bubble.

Our opponents have already quietly laid out their cards. In recent years, the U.S. dollar index has continued to strengthen, accompanied by the fact that the domestic stock market has now reached 5,000 points, setting off this round of crazy bull market.

Although the U.S. dollar has not raised interest rates yet, the rapid strengthening of the U.S. index has indicated that the U.S. dollar will enter a new round of tightening, which makes all the shrewd speculative capital in the world smell bloody.

Our current foreign exchange reserves continue to decline, which is a signal that international capital will withdraw early before the Fed raises interest rates. There will also be some so-called smart funds in the mainland who have joined the ranks to make profits, or have acquired a large number of assets overseas, causing the rapid decline in foreign exchange. , or concentrated selling of mainland properties to evacuate overseas, it can be said to openly launch a short-selling clarion call, which is tantamount to exacerbating pessimism in the market and causing chaos to the country.”

The financial crisis created by the Federal Reserve through monetary tightening started by consuming the other party's foreign exchange reserves first. Once the safety threshold is broken, it is easy to trigger the risk of panic and run. This is the scene that the old and the United States most want to see.

To disintegrate this harvest operation of the old and the United States, my personal point of view is to start with the stock market. First, the forced demolition of leverage will cause the stock market to fall rapidly. In this way, before the Fed raises interest rates, let's go to lie down below 3,000 points and thoroughly. Disrupting the capital plan to flee from high positions in the stock market, catch them by surprise, bury their main funds alive on the top of the mountain, and how much money is there to copy my bottom?

Then the dollar will be anchored, and the dollar will be locked into a basket of currencies. The liquidity supplement tool is no longer how much US dollars come in in the past and how much RMB liquidity is injected into the market according to the corresponding exchange rate, but a new tool. It is entirely up to oneself to regulate the liquidity of the market so as to get rid of the interference of the inflow and outflow of dollars.”

After that, the property market will gradually lock in liquidity in all directions. As long as our foreign exchange reserves are maintained at about 3 trillion US dollars, our first layer of protection will still be safe and effective. As long as the harvest fails this time, it will definitely lead to a series of Even if the interest rate is raised at the end of the year, it will eventually be forced to cut interest rates, thus declaring that the plan to raise interest rates this time is completely bankrupt.”

With the old beauty's urination, the stealing was unsuccessful, and when she was in a hurry, she might grab it hard, and she had to guard against it. It is not ruled out that there is such a possibility. It is hard to say what will happen in the next few years. .

After Lu Ming finished speaking, Wang Ju and others who were present couldn't calm down for a long time. When they came, they never imagined that most of what he said were coping strategies that had been planned internally, and they almost coincided with each other.

Some of them didn't even consider it. These remarks can definitely play a positive role in further improving the response strategy to the next financial war.

At the end, Wang Ju said very solemnly: Mr. Lu, I won't say much more, these views of yours will be kept secret for the next three years, and you must never expound them in public or quote them, especially at this moment. time frame.

In other words, the decryption time of this financial layout will be at least three years later. Once decrypted, it means success. Even if it is not successful, if the general public knows about it, it is a clear-cut game and there is no need to hide it.

Lu Ming calmly smiled and said, What opinion? Why don't I know?

Everyone was stunned when they heard it. The atmosphere was serious, but it was broken like this. Everyone couldn't stop laughing. Are young people now so thirsty?

With his words and attitude, plus the unreserved remarks he said before, the leaders present were already relieved that Lu Ming was definitely not the one who turned his arms out, and the words themselves already showed After taking a stand, Wang Ju and others knew that he clearly said that he would definitely be the focus of attention in the future.

For Lu Ming, saying these words today is also a demonstration of his own strength, which is of great positive significance to Tiansheng Capital and himself, which means that Tiansheng Capital is very likely to receive requests from social security funds and pension funds in the future. Tiansheng Capital does asset management.

For asset management of state-owned assets, the weight of this fund is much larger than that of normal family funds, large private capital, and trust institutions.

Wang Ju and others are also in high spirits, which is definitely a big surprise. It is rare for such a young talent with infinite potential to appear in the domestic financial industry. It is rare!

Such talents are really scarce in the domestic financial industry. Most of the people who go overseas can't play the top players on Wall Street. It is false to say that they do not feel embarrassed if they lose money and face.

Over time, it may not be impossible for him to go overseas to represent the domestic financial power and play against the top speculative players in the international financial world.

Judging from Lu Ming's current situation, his talent in financial speculation is comparable to that of the top players on Wall Street. Defeating magic with magic may open up another world.

To get back the lost face and face, and the most important thing is the lost money.

The two sides met for the first time. They started chatting from 10:00 in the morning, and then left until 3:30 in the afternoon. The harvest of this trip surprised Wang Ju and others beyond expectations.

Lu Ming was also very excited about this unexpected meeting. He originally thought he could only be an outside audience, but now it seems that he can at least be a staff advisor.

And what is basically certain is that in the next big A flash crash, as long as you don’t add chaos and destroy the above strategic plan, you can do whatever you want, and everything is unspoken.

When necessary, we can cooperate tacitly. With this level of opportunity, Tiansheng Capital will go overseas much more smoothly in the future, even if it is under the background of strict management of asset outflow this year and next year, it will not be a problem.

The biggest difference between Lu Ming and other rich people going abroad with money is that he is looking for places, face and money.

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(Ps: Add meals in advance, can you ask for tickets~~, I heard that there are local tyrants who want to be cute, but it feels like a scam duck~~~[cover face])