"Mr. Lu, if you were in this position, how would you handle this?"
Another leader couldn't help but say that this time he came here to ask for the opinions of senior figures in the domestic financial industry. He may not necessarily accept it, but the truth will definitely come. increasingly clearer.
The helpless thing is that there is not a single fund manager in China that can fight.
When the China Securities Regulatory Commission held a meeting to discuss something, she was too lazy to invite them to the meeting, and she didn't expect them to make any essential contributions.
I can't believe it...
The appearance of Luc Minh, a talent who suddenly emerged in the financial world, was just a coincidence and sparked the idea of management. After a while, Luc Minh said clearly:
"The stock market kills valuations, no, it directly kills logic, quickly bringing the index below 3,000 points, first releasing risk to the capital market, while blocking all liquidity from escaping in High levels make it impossible for them to escape, but at the national level, stock market reserves are still too small.
"Looking at the world, the three largest markets are the stock market, bond market and real estate market. The two leading markets in our country are too small to accommodate such huge liquidity, so this tradition has broken the competition." It's a matter of time, the real estate market can do it and only the real estate market can do it.
"The good thing about the real estate market is that the transaction process is very complicated. Unlike financial markets, stock trading is done with just a click of the mouse and you cannot catch up while running away. On the other hand, the more complex the transaction process, the more different administrative means you can use. Control volatility, thereby locking in liquidity.
"This way, risks don't easily spill over. The downside is that asset prices in the real estate market will skyrocket, causing the real estate market to skyrocket even more. There will be no eggs under the nest, sugar cane will not be sweet at both ends, billions of dollars in liquidity will have no other choice but the real estate market. »
"Lao Mei has made great efforts to solve the killing game she has been doing for us for so many years. This competition will not be interrupted overnight. The real estate market will certainly skyrocket but it may help us break the tradition of Lao Mei. The first person who can't handle it will be the first. Before the US stock market bubble bursts, we will never allow any problems to happen in the real estate market in the future, because the US stock market and real estate market are two sides of one coin.
"Whoever has problems first, the currency will have problems. If the currency has problems, all assets in that currency will be bought by opponents at the floor price. The fight to the end is a game of who doesn't If we keep it in advance, my judgment is that in the future, the US stock market will continue to grow unilaterally and will not dare to decrease. "People say this is a fight for national prosperity. In the future, we will have to solve the problem of the real estate market, and we can only be open to solving it after the US stock market collapses. are ways to resolve the real estate market bubble.
"Our opponents have quietly pulled their cards. In recent years, the US dollar index has continued to strengthen, accompanied by the domestic stock market skyrocketing to 5,000 points, causing a market cycle. This crazy bull market. That's a visual manifestation, and it was a bad idea.
"Although the US dollar has not raised interest rates yet, the rapid rise of the US dollar index shows that the US dollar will enter a new round of tightening, which will make everyone smell capital blood wise speculation of the world."
"Our current foreign exchange reserves continue to decline, suggesting that international capital will withdraw early before the Fed raises interest rates. What is even more obnoxious is that a group of rich people from the mainland also joined the ranks, or that the acquisition of a large number of overseas assets caused a rapid decline in foreign exchange, or the focus on asset sales onshore and evacuated abroad can be said to publicly make a clear call for short selling, which adds to pessimism in the market and causes domestic chaos.
"The financial crisis created by the Federal Reserve through monetary tightening began by first consuming the other party's foreign exchange reserves. Once the safety threshold is exceeded, it is easy to panic and run away. The United States wants to see the most. »
"To destroy this old and American harvesting operation, my personal opinion is to start with the stock market. First, being forced to de-leverage will cause the stock market to decline rapidly. increase interest rates, stay below 3,000 points and by all means. Break the capital plan to escape from a high position in the stock market, surprise them, bury their main money alive on the top of the mountain, and how much money is there to copy my ass?
"Then the dollar will be pegged and the dollar will be locked in a basket of currencies. The liquidity addition tool is no longer the previous amount of US dollars imported and the amount of RMB liquidity injected into the market in proportionate amounts. exchange rate, but is a new tool. They themselves must adjust the liquidity of the market to escape interference from inflow and outflow of money."
"After that, the real estate market will gradually block liquidity in all directions. As long as our foreign exchange reserves are maintained at about US$3 trillion, our first layer of protection will remain safe and effective. As long as the harvest fails this time At this point, this will definitely lead to a series of Even if they raise interest rates at the end of the year, they will eventually be forced to reduce interest rates, thereby declaring "The plan to raise interest rates this time has completely gone bankrupt."
"With the old beauty urinating and robbing her unsuccessfully, when she is angry, she will probably grab it really hard, you must be on guard. This possibility cannot be ruled out. It is difficult to predict what will happen in the coming years. ".
After Luc Minh finished speaking, Vuong Cu and others present could not calm down for a long time. When they arrived, they never imagined that most of what he said were internally planned coping strategies, and they almost coincided with each other.
Some of them don't even think about it. These observations can certainly play a positive role in improving strategies for responding to the next financial war.
Finally, Wang Ju said very solemnly: "Brother Luc, I won't say much more, your opinions will be kept secret for the next three years, you must never reveal them to the public, and You can't not mention them, especially now.
In other words, the time to decipher this financial plan will be at least three years later. Once decoded, it means success. Even if it's not successful, if the public knows, it's a clear game and we can't hide it. Luc Minh smiled calmly: "What opinion? Why I do not know?
Everyone was shocked when they heard that. The mood was originally serious, but it was broken like this. Everyone couldn't help but laugh. Young people today are so thirsty, aren't they? With his words and attitude, as well as the unreserved comments he had made before, the leaders present were assured that Luc Minh was definitely not the one to extend his hand, and the words themselves were clear. After standing up, Vuong Cuc and others knew that he had made it clear that he would definitely become the center of attention in the future.
For Luc Minh, saying these words today is also a demonstration of his own strength. This has great positive meaning for Tiansheng Capital and himself. It means that in the future Tiansheng Capital will be very may receive requests from social security funds and pension funds. . , et cetera. Tiansheng Capital is involved in asset management.
For the management of state assets, the weight of this fund can be much greater than that of conventional family foundations, large private capital and trust organizations.
Wang Ju and the others are also in a good mood. UU reading www.uukanshu.com is definitely a big surprise. It is rare for such young and potential talents to appear in the national financial sector. How rare!
These talents are truly rare in the national financial sector. Most of those who go abroad cannot compete with the best players on Wall Street. It is wrong to say that they do not feel embarrassed about losing money and face. In time, he may not be able to travel abroad to represent the nation's financial powerhouse and take on the major speculative players in the world of international finance.
Assessing Lu Ming's current situation, his financial speculation talent is comparable to the top players on Wall Street. Defeating magic with magic can open the way to another world.
To regain lost face and most importantly lost money.
When the two sides first met, they started talking at 10 a.m. and left at 3:30 p.m. The harvest from this trip surprised Wang Ju and others beyond their expectations.
Luc Minh was also very excited with this unexpected meeting. At first, he thought he could only be an outside spectator, but now it seemed he could at least become a staff officer.
And what is essentially certain is that in the next big flash crash, as long as you don't cause more chaos and destroy the above strategic plan, you can do whatever you want and everything will fall into place. in control.
If necessary, we can cooperate secretly. With this level of opportunity, it will be much easier for Tiansheng Capital to go overseas in the future, although amid tight management of asset outflows this year and next, the green light will not be successful. problem.
The biggest difference between Luc Minh and other rich people who go abroad with money is that he is looking for location, face and money.
…