Reborn Capital Empire

Chapter 277 Hands-on Citi

…

"Dear, are you ready?"

After arranging his newly bought tie in front of the mirror, Guo Shouyun shouted inside.

"All right!"

With the response, Molly Bevin, wearing a light blue loose dress and her long hair tied in a ponytail, pushed the door and walked out.

Naturally, he walked over to support the potbellied and inconvenient lover, "Let's go, I'll accompany you to the maternity check-up today."

"No, just let Alisha and Liv accompany me!"

Alisha and Liv are professional medical staff specially invited by Guo Siyun to take care of Molly Bevin. In addition to taking care of pregnant women, they also have very professional knowledge in infant and child care. Having them is enough to ensure the healthy growth of Molly Bevan and the children after they speak out.

"How can this be done? I couldn't accompany you before because I wasn't around. If I don't accompany you this time, my husband will be too incompetent!" Guo Shouyun refused.

The sweet Molly Bevan was about to speak when the knock on the door suddenly rang.

"Come in!"

"Sir, the car to take your wife to the hospital is ready. In addition, Mr. John, Qin, and Zhang are waiting for you in the reception room. They said that there are important things for you to decide!" Old Ward, who pushed in the door, said respectfully. .

Guo Shouyun frowned, it was obviously not a trivial matter for John Lu Simi, Qin Zhicheng and Zhang Shaoling to come together. And most likely, there is a big move in the gold market.

"Dear, work is important. And it's definitely not a trivial matter for the three of them to come to you. So, you'd better go and see!" Molly Bevin said.

"But you are here...!"

"I'm just doing a maternity check. Besides, with Alisha and the others, plus the protection of bodyguards, it's fine!" Molly Bevan said sympathetically.

After hesitating for a moment, Guo Shouyun nodded. Although he is eager to fulfill his responsibilities as a husband, the huge sum of more than $20 billion invested in the gold market involves too much. He couldn't help but be negligent for a moment.

He took a step forward and hugged Molly Bevan into his arms for a while, then let go gently, looking lovingly at Jiao Tu who was close at hand.

"Come back early, I will cook for you in the evening!"

"Um!"

After a light kiss on Molly Bevan's forehead, Guo Shouyun turned around and walked out.

Looking at his back, a warm and happy smile appeared on the beautiful face.

"Ma'am, aren't you ready to tell Mr. the truth?"

After shaking her head gently, Molly Bevan smiled and said, "I want to surprise the child when he is born!"

…

When they came to the reception room, Qin Zhicheng, who had obviously been waiting for a while, and the others stood up in unison when they heard the footsteps.

"boss!"

After nodding, Guo Shouyun's deep eyes swept across the faces of the three of them quickly, and after seeing a trace of worry in their respective eyes, "Is something wrong?"

"The Argentine government announced that it has reached an agreement with the bank group led by Citi, which will purchase US$2 billion of 10-year government bonds issued by the former and provide US$1 billion in emergency loans to help the Argentine government stabilize the financial order. In addition, the Argentine Finance Minister Mario ·Kempas announced that Argentina has successfully reached an agreement with the World Bank to repay the debt of US$1.53 billion that has matured for two years with partial interest payment. Once the news was released, the Argentine stock market rose 128 points, and the total market value increased 1.3%. The Argentine peso has risen by 58 basis points. Affected by this, gold... has fallen by US$1.47!" Finally, Zhang Shaoling's tone became solemn.

"Citibank?"

Guo Shouyun narrowed his eyes slightly. He had thought that Oliver Bahrain must have powerful financial giants in his confederate army. Originally he thought it would be Seymour, but now it seems that Citigroup is hostile to him, or its ambition is obviously greater.

"Boss, as Argentina's financial order tends to stabilize, the bearish voice of the gold market has prevailed. So to be on the safe side, I suggest we lighten our positions!" John Luthmi said.

Currently, the entire Thunder Fund has invested a staggering $22.5 billion in the gold market. After deducting 30% of the margin, under the leverage of 10 times, nearly 160 billion US dollars have been leveraged to play games in the gold market. So, even a few basis points down is a staggering loss for the Thunder. And $1.47, after the leverage effect is amplified, is a loss of more than one billion dollars. Therefore, it is no wonder that John Luthmi, who has a stable mental quality and a bold style, has become conservative.

"What's the price of gold now?" Guo Shouyun asked after a moment of silence.

"$274.12 per ounce, this is the latest price in the London gold market!" Zhang Shaoling said.

"So, compared with our entry of $270.39, there is still a profit margin of $3.73 per ounce!" Guo Shouyun said.

"Yes!"

“That being the case, with our current position of 5.9 million lots, unless the price of gold falls by more than $15, it cannot threaten our safety line. As for the possibility of gold falling so much, in my opinion, the odds are even 100%. Not one of them. After all, an Argentine economic market cannot reverse the decline of the world economy at all. Moreover, even with the help of Citi, it is still unknown whether Argentina can stabilize the domestic economy or not!”

“However, if there is no boost from the economic crisis in Argentina, it will be difficult for the price of gold to exceed $271 in the short term. Therefore, even if we have enough margin to avoid the worst situation, it is relatively It's hard to make a profit. In contrast, if we halved our position and pocketed a profit of $373 million per ounce, we would be more comfortable with any threat to the gold market with a half position. , can also guarantee a certain profit!" John Luthmi still insisted on his point of view.

Guo Shouyun nodded nonchalantly, "How about the two of you, who hold the same view as John?"

Qin Zhicheng nodded. He understood the cruelty of the financial market, and like John Lu Simie, he put the safety of funds first. However, Zhang Shaoling, who has been fighting with Guo Shouyun for the longest time in the gold market, has sufficient confidence in him, and the young and vigorous Zhang Shaoling obviously has different ideas.

“I think it’s better to sit still now. There are three reasons: First, the Argentine financial crisis is a systemic crisis. It starts with a debt crisis, but it does not mean that the debt can be repaid and it can be resolved safely. It involves many complex issues such as the adjustment of the economic and industrial structure, the restoration of the financial order, etc. This cannot be accomplished overnight. Therefore, although Citigroup's funds will have a certain impact on the gold market, it will not have a decisive impact. .It will not cause a major decline in the price of gold!"

"Secondly, from a global perspective, except for a few countries such as China, the entire world economy has fallen into recession due to the Nasdaq crisis. Although it has reached the bottom, there is still no sign of recovery. Therefore, as the first choice for safe-haven assets, the price of gold will not drop too much. Moreover, because of market sensitivity, once the Argentine financial crisis and other similar black swan events occur in the market, the price of gold will definitely rise for the first time!”

"Finally, we all know that risk and return are directly proportional. If we choose to be conservative and play safe now, we may achieve a certain profit, but we will never get excess return. If we choose to wait, although the risk increases, But the odds of making excess profits will also grow. Of course, choosing the latter comes with a lot of uncertainty. But since we've established a margin of safety that doesn't allow us to make big losses, why can't we take a chance? What about future excess profits?"

Zhang Shaoling's words are full of radicalism compared to Qin Zhicheng and John Lu Simmi. After the two briefly pondered, Qin Zhicheng retorted: "Shaoling, your words are indeed correct from a financial perspective. However, the black swan event that you hope will make gold soar has too much time. Uncertainty. We cannot predict whether it will break out in one month, three months, six months, or even longer. Therefore, we cannot wait for this opportunity with tens of billions of funds. Otherwise, it is not investment but It's gambling!"

"Of course. But what I call a black swan event is not a phantom chance. It's that I don't think Argentina's financial crisis will end with Citi's money. So what I call an opportunity is a bet that the Argentina financial crisis will continue. , which in turn has a lasting impact on the South American economy and boosts the price of gold!"

Zhang Shaoling's words made Qin Zhicheng and John Lu Simi think a little bit on their faces. Through the Thunder's information collection system, they have a clear understanding of Argentina's internal economic situation. An inefficient and corrupt government, a flawed financial system, an unsupervised business market, etc., are not something that can be solved by simply investing money!

But even so, neither Qin Zhicheng nor John Lu Smi could agree completely, and Argentina would have a worse judgment.

Therefore, the two of them who had different opinions unanimously focused their attention on Guo Shouyun. After all, this is the big boss who really made up his mind!

"It is true that the Argentine financial crisis will not end in a short period of time, but as to whether it is still bad, we cannot fully judge. Therefore, I decided to take two months as a time limit. In these two months, we will stay put for the time being. If two months later , if the Argentine economy is trending better, we will find opportunities to close our positions. If it gets worse, hold or increase our positions!”

It's already August 10th, and 9/11 is just over a month away. Two months is enough!

However, Qin Zhicheng and the others obviously didn't know his intentions. But after careful consideration, they did not object. Two months is not a long time for the capital market.

"Let's do this for now! Go back and keep an eye on any news that can cause changes in the gold market. As soon as there is any trouble, notify me immediately!" Guo Shouyun said.

"Yes!"

After they left, Guo Shouyun took out his mobile phone from his pocket and called Zhang Lei, who was far away in Hong Kong. Among his companies, in addition to Leiting Fund, Hanhua's Mang Seed Fund has also invested nearly US$900 million in the gold market. Now that the bad news broke out in the gold market, I believe they have long wanted to get further instructions from him.

"boss!"

Not as he expected, Zhang Lei's phone was connected almost instantly. Obviously, he was already waiting for his news.

Guo Shouyun didn't waste any time, and said directly: "You must know the news from Argentina, right?"

"Yes! Citi provided $3 billion to the Argentine government."

"Yes. But how much impact this bad news can have on the gold market is still unknown. So, I'm not ready to sell the gold longs of the Mang Seed Fund immediately."

"In this case, I am afraid that the risk of our loss will be magnified!"

"If you want to get high returns, of course, you have to bear high risks. However, there is no need to worry for the time being, our margin is still abundant. Therefore, I decided to observe for two months before making further decisions depending on the situation!"

"Understood!"

"How's the company doing recently?"

"Relying on the general trend of China's rapid economic development, everything is going well now!"

"What about the acquisition of Zhejiang-Jiangsu First Bank?"

"The big frame has been finalized, but there are still some differences around the specific acquisition amount. However, if we fight again, it should not deviate too much from the reserve price of 4.5 billion Hong Kong dollars we set!"

"That's good!"

After chatting with Zhang Lei about Hanhua's business for a while, Guo Shouyun hung up the phone. Rubbing his temples, more and more company affairs made him gradually feel that his energy was difficult to support. And, he realizes that the situation will get worse as companies grow.

"It seems that it is necessary to make some adjustments to the subsidiary company!"

With the rise of status, the wealth of experience, and the growth of capital at hand. Looking back at the companies that were founded to make quick money, many of them were unnecessary. If it is only about making money, the Thunder Fund is obviously more suitable. Therefore, tailoring those companies with limited development space and extremely labor-intensive companies seems a bit redundant.

However, the most important thing right now is the gold market. When he has made enough money through 9/11 and his energy has been adjusted, it will not be too late to deal with the problems of his various companies.

In addition, since Citigroup started in Argentina, Guo Shouyun realized that their intervention in the gold market would not end so easily. But he didn't expect the opponent's blow to come so fast, and so fast and powerful. In just one week, the winds of the entire gold market have completely changed. Citi's actions have fully made Guo Shouyun aware of the powerful influence of the No. 1 financial giant in the United States on the capital market.