A large part of the hedge fund sector, which has proliferated rapidly in the past year, has been following Cersei Capital's continued bullish bullish on Japanese equities. Once it is confirmed that Simon Westeros has left the field early and everyone follows the trend, the result will be absolutely disastrous.

After a brief period of shock, James Robinson gradually calmed down.

Someone in the conference room also found a very important question in Noah Scott's narrative: "Noah, what is the current Cersei Capital 1-5 sub-fund?"

When Noah Scott heard this question, a smile flashed on the corner of his mouth, and then turned into bitterness: "This is also the key that I haven't been able to figure out before, until the article in the Daily News." ”

Nelson Scott said: "Westeros is coming, and so is the stock market crash?"

"That's right," Noah Scott said, "'Westeros is coming, and so is the stock crash,' and everyone probably has to admit that guy does have that kind of influence." It is no accident that Westeros spent a week in New York at the beginning of October. Similarly, for the Japanese stock market, Westeros is also a disaster-level existence, he went to Melbourne, and the Japanese stock market almost collapsed, so who do you think wants Westeros to leave, and who is strong enough to take over Westeros No. 1 to No. 5 sub-funds without a sound. ”

"The Japanese government. ”

The bitterness on Noah Scott's face became even heavier, he put down the pen in his hand, sat back down at the conference table, and said, "Yes, the Japanese government." It is now almost certain that it has not been Westeros at all that we have followed in recent months, but the Japanese government. ”

There was a brief silence in the room.

After a while, someone said, "Although, isn't the Japanese stock market still rising?"

Everyone glanced at the man.

The Japanese stock market has continued to rise for more than three months after Westeros left the market, and that is because most people have been misled by Cersei Capital to continue to go long. If the news gets out now, it is not impossible for the Japanese stock market to crash directly next week.

James Robinson took a few sips from the glass of water in his hand, and finally said again: "Noah, how long will it take for us to completely withdraw from the Japanese market?"

Noah Scott pondered, "At least two weeks if you want to keep other people's attention." ”

Nelson Scott reminded: "Cersei Capital is still ahead. ”

"That's what I'm most worried about," Noah Scott said, glancing at his father, "I can see this problem, and the others will probably gradually react to it." Even, some people may have reacted before us and left the scene. ”

"Regardless of the others," James Robinson said as he calmed down completely, "Noah, tell me about your plan." ”

Noah Scott said: "At the close of trading last Friday, the daily 225 index was fixed at 39,367 points. The news of Westeros' early exit may have been revealed, and the Bank of Japan is planning a second rate hike next month. So, in any case, 40,000 points will be an inflection point for the Japanese stock market. With a conservative strategy, we use the next two weeks to completely withdraw our funds and settle down. Be more aggressive, close the long position and open a short position at the same time, which is very risky, but at the moment the Japanese market is still dominated by longs, and it is easy for us to open a large number of short positions. Once the index turns, everyone is one-sided short, and then it is not so easy to build a short position. ”

"Long and short," James Robinson chose the second option without hesitation, and then added: "Then, look for an opportunity to spread the word that Westeros has left." ”

......

Simon didn't know about the discussion of Noah Scott and others, but after the outbreak of the 'small collapse', the exposure of the shorting of North American funds by Cersei Capital's No. 6 to No. 10 sub-funds was somewhat intentional by Simon and Janet.

Neither Simon nor the Japanese government will likely ever voluntarily disclose the details of the deal in early July.

It's just that there is no impermeable wall in the world, and if so many people are pitted too badly, Simon will be unlucky in the future. Now, some powerful capital forces with a keen sense of smell have found out the truth and withdrawn in advance, even if the news is leaked in the future, the rest of the small fish and shrimp who are weak in strength and slow to react can only consider themselves unlucky.

After all, as an offshore private hedge fund, Cersei Capital is under no obligation to disclose the inside story of its operations, and there are no irregularities in its dealings with the Japanese.

If you follow the wrong and lose miserably, no one can blame you.

Simon spent two days of the weekend in San Francisco discussing a donation with Stanford University.

After several months of hard work, a series of basic World Wide Web patents based on Igret's technology have been registered in major countries such as Europe, America and Asia, and the test versions of basic application software such as graphical interface browser software and web design software have also been basically completed.

What is missing is a platform that can test the technologies developed by Egret.

As one of the most important training bases for talents in Silicon Valley, Stanford University is undoubtedly the most suitable target. As a result, Simon intends to donate $10 million to Stanford University in the name of the Simon Janet Westeros Foundation, primarily to upgrade Stanford's internal campus network.

In this day and age, a one-time donation of $10 million is definitely not a small amount of money.

However, this money is basically spent on the purchase of equipment and software from various high-tech companies owned by Westeros, and it is still spent on itself. The Simon Janet Westeros Foundation's donation can help Westeros secure tax deductions and boost Simon's public image.

As a generous donor, Simon will have an easy time getting into Stanford University in the future.

All in all, spending this money is a lot of money.

Monday morning's donation ceremony ended, and Simon was in no hurry to leave San Francisco. At noon, he attended a banquet at Stanford University, and in the afternoon, he came to the headquarters of Egrett on Thurman Street, accompanied by executives from several companies such as SUN and Cisco.

As an up-and-coming star in the industry, everyone can see the huge business potential of "technology" that can connect the whole of North America and the world, and SUN has previously proposed to buy Igrett in its entirety, and AOL's Steve Keys has shown a clear eagerness to try.

Of course, Simon will not hand over Igrett to any of them, but his investment in companies such as SUN, Cisco, and AOL means a complete industrial chain around the Internet, so he naturally tries his best to promote the synergy of all companies.

The meeting on bringing together the resources of the various companies to start a "network" in California on the West Coast was discussed for a whole afternoon, because the investment was too large, the distribution of benefits was difficult to discuss for a while, and no concrete results were agreed, but the meeting ended with a clear sense of complacency.

In the evening, everyone left the conference room of Egrett and went downstairs to the lobby, where they stopped as usual to look at the motto 'You kno nothing' on the wall.

I had to go back to Los Angeles overnight, so I didn't have dinner together.

Gulfstream IV takes off at San Jose Airport.

In the cabin, Jennifer sat next to Simon and said, "I always feel that you look at that sentence on the wall of the lobby of the Eagle Ratt company with a strange expression." ”

Simon looked up from an MCA profile and said with a smile, "Don't you think it's very strange for me to look at you?"

Jennifer glanced at Simon very ineffectively, glanced at the information in his hand, which of course she had collected herself, and said, "So, is your next target to be the Universal?"

MCA, the full name of Music Corporation of America, has always been the official name of Universal's parent company.

Cersei Capital is hoarding more and more money overseas, and if it is not spent soon, the money will only depreciate.

Simon set his sights on MCA, Universal's parent company, early on.

Before this small crash, MCA's stock price had been between $45 and $50, and MCA's total share capital was close to 100 million shares, and the market value was roughly the word '100 million' after the stock price. Speaking of which, Sony tested MCA last year, and MCA chairman Lou Vasalman made an offer of $8 billion based on his own stock price, which directly made Sony retreat and honestly turn its target to the second-tier Columbia Pictures.

After the 'mini-crash' in the North American stock market on October 13, MCA's stock price has slipped to $41.5 as of Friday. Simon knew that North America's economic situation, after a small collapse that had just passed, would fall back into a year-long slump that would not recover until the United States won the Gulf War.

During this period, MCA's stock price will continue to fall, eventually slipping into the $30 to $40 range. Simon will be able to win the MCA with the $6.6 billion bid in memory of Panasonic.

In addition to Universal Pictures, MCA also owns MCA Records, Universal Studios, and a number of very valuable cable TV assets, as long as Sun Bin swallows up this company, Daenerys Entertainment can directly make up for its shortcomings in records, television, theme parks, etc., which can be described as killing multiple birds with one stone.

Faced with the female assistant's question, Simon nodded and said, "Yes, but I haven't thought about whether to transfer Cersei Capital's funds directly back to China." You know, that's a lot of taxes. ”

Simon didn't have any intention of hiding his overseas assets, at least not too much.

As a result, Cersei Capital will certainly register with the IRS on time. However, according to U.S. tax law, as long as the money stays abroad, the registered taxes will always be in arrears. ()

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