Chapter 130 Educated by A-share leeks
In addition to Banu, Xibei is also raising funds, releasing information about contact with capital, and then waiting for the powerful to come to the door. This is very different from the attitude in the past, and Chu Yuanxi handed over the matter of Xibei to Liang Kenian, and he didn't follow this case, because he might not be able to turn the chin person.
In general, this kind of investment is equivalent to buying the bottom, and what you can buy is basically earned. The first is that they usually don't get this kind of opportunity, and the second is that even if the business of the catering brands that get financing plummets by 50% or even 70%, they have the confidence to survive, and it is difficult to say if they don't get financing. Therefore, when the revenge consumption comes, those who have received financing will be better mixed, and the happiness will be doubled after buying.
During this time, the outside was also turbulent, first Sun Dasheng did not tweet for three years, and as soon as he tweeted to donate, he was scared to doubt his life, and then on the same day, Britain announced that he would lie down and abandon treatment, and the S&P 500 broke again that night, and Dow Jones was hit hard.
On this day, the circuit breaker of the eight countries is worthy of the year of Gengzi, and there have only been 3 circuit breakers in the history of the United States, and the last one dates back to March 9, 2020, and the memory is as deep as just a few days ago.
In the face of this situation, the leadership of the United States issued a plan of 8 billion yuan for the research and development and prevention of special drugs, while injecting 500 billion yuan of liquidity into the banking system and another 1.5 trillion yuan into the bond market. These are the universal values of the United States.
And John Bull's side suddenly solved the problem of crowd gathering, and the London Underground was empty. As soon as the strategy of draping clothes was announced, not only did it scare the people of the country from going out, but the border was automatically blocked, and the British people who thought that the conditions in Britain were not bad were rushing over, but suddenly heard that the government had prepared a temporary morgue in Hyde Park, and quickly changed the flights.
Hyde Park is big enough, which is good news......
In fact, Chu Yuanxi was also very shocked when he saw the news of John Bull's abandonment of treatment, and said in his heart that it would take a ruthless person to make such a determination? Lying flat and abandoning therapy seems to avoid a run on resources, but the consequence is that the rich plundered the vitality of the poor, so that the poor and the rich stand on the same starting line to fight for the possession of resources, can this work? The poor will not be able to fight the rich, so who will die first?
In this rhythm of living like a year, Chu Yuanxi finally waited for the day when the SPA was signed, and after completing the formalities, he immediately transferred the money of the Ba people to the account of the well-off, and the whole operation was full of non-compliance at various levels. But I really can't take care of it, and if I don't pay any more money, the land in eastern Guangdong Province will fly.
In fact, the well-off is now in a state of lack of money, because the so-called "money is enough" before it needs money to roll up, and it is enough when there are a large number of installments, or it is enough in front of you. It is not certain whether it will be enough when the next time window opens.
This is also the fact that the Ba Ren Group has money, and it can let the well-off have a lot of room to maneuver through credit, if it were according to the situation in the original world, Chu Yuanxi would have knelt down and called his father, and it was impossible to calm down.
This time I got the money, and all the gaps in lack of money could be filled, and I was in the mood to see the tragic situation in Europe and the United States.
Chu Yuanxi couldn't say what it was like to be about John Bull's policy, after all, he didn't know much about Britain, but it seemed that Dow Jones was about to finish. On the morning of Monday, March 16, he was about to shake Feng Lin up and move his muscles, when he suddenly found that last night the United States Federation of Nations had released a super combination punch - interest rate zero and 700 billion quantitative easing, also known as QE.
This clever plan really shook Chu Yuanxi, who was already in continuous shock, and he couldn't imagine what happened on the other side of the ocean. This is equivalent to Xiaodao and Xiao Na in the past, when Xiaodao and Xiao Na were sick, the Fed's father was coaxing them to buy medicine and lollipops, and today they suddenly gave them 70,000 yuan to let them open up and eat whatever they wanted......
Hell it if this can be good!
This day is the day when the well-off sign the SPA, but the investors are personally panicked, and they can feel that they are not willing to give up through the Internet.
Among them, there are two investment amounts that are so small that they can't be on the news, and they actually withdrew their investment intentions, although the total amount is not tens of millions, and it has no impact, but it still makes Chu Yuanxi unhappy, so he has to wave a big pen to let the Ba people add a little more to make up a whole number.
Of course, his mind is also on the United States stock market, to be precise, the United States capital market. You must know that in the entrepreneurial environment of the country, the proportion of financing is not generally high, and if the capital market of the United States collapses, the entire environment of the country and the dynasty will be a tsunami.
A simple data is that in 2019, the number and amount of domestic equity investment in the DPRK have shown a sharp decline, compared with 2018, which is basically in a state of halving, and 2018 is already in the cold winter. But equity investment around the world has risen a bit.
If the capital market of the United States, which is a pump and a motor, collapses, the market in 2020 will not dare to think, especially those who are counting on financing. If we take into account that Guochao Capital prefers to invest in the early stage, and likes to invest in the D round the most, a large number of seeds, angels and Pre_A have to rely on investment to transition, and the situation faced by ordinary entrepreneurs is more and more desperate.
Of course, it's a tsunami here, it's even better across the Pacific Ocean, and all of their financing is. In the past few days, Starsky, a self-driving truck company that was once a superstar start-up and was called by Bloomberg as "carrying the present and future of employment in the United States", has collapsed due to lack of financing. The founder's summary statement - technological breakthroughs still need to burn money, but we can't raise funds.
However, this company is a typical toVC business model, claiming to be self-driving, but more than 90% of the cars in the company's fleet need drivers to drive. In the name of autonomous driving, the financing is super fast, but the development of traditional manual freight transportation, may be because of this reason by Bloomberg as a job car, right? The Drive, the automotive media, praised it for killing Otto, which Uber bought for 680 million yuan, but unfortunately the founder is not strong enough, and the ability to tell stories needs to be strengthened.
One of the reasons why Xiaokang insisted on not doing financing at the beginning was also afraid of being affected, after all, the Dow Jones was so high that I couldn't imagine it, and the bubble inside was so big that no one could tell how big it was, so I could only pat my head and estimate, maybe one day it would collapse and kill the entrepreneurs directly involved.
Now the well-off is completely withdrawn and will not be directly affected, so the risk seems to be avoided. However, there is no egg under the nest, the global economy is a game of chess, and the severe international situation will inevitably affect domestic consumption, the so-called new retail is based on consumption, and poor consumption is a huge test for the well-off, so Chu Yuanxi has nothing to be happy about.
Sure enough, the Dow plunged 13% that night, and Warren Buffett, an 89-year-old stock god, said in an exclusive interview: "If you hold on long enough, you can see anything in the market." For me, it probably took 89 years to have that experience. ”
On this day, Baidu fell below the 90 yuan mark, Chu Yuanxi originally didn't want to interfere with Liang Kenian's position building plan, but seeing this situation, Liang Kenian still didn't buy, so it was really impossible not to intervene. If Chu Yuanxi operated it himself, he would definitely buy it with his eyes closed, so he urged him to hurry up and prepare to buy it in batches, at least build a bottom warehouse first.
This instruction was strongly opposed by Liang Kenian, and even Liu Lu ran over to oppose it after hearing about it, although it had nothing to do with her.
"Do you understand stocks, Mr. Chu?"
As soon as Liu Lu called Mr. Chu, he was ready to spray, usually called Chu Yuanxi. "You Kangkang, you Kangkang, Baidu's K-line, and Nasdaq's K-line, this is called the extension of the 5-day line to fall, understand? Even if the rebound is violent, it is always only the 5-day line, which is the weakest market, and the decline speed is too fast to come down. After the 5-day line is flattened, at least another wave of downward exploration will be carried out, and usually there will be a little bit of feasibility in opening a position at that time. ”
Chu Yuan Xi never thought that he would also be educated by A-share professional leeks one day, and said in his heart that your ability is used to look at the k-line?
And he, as a noble fundamental player, will definitely not look at the K-line, and he can't understand it, he can only see whether the price is appropriate. According to Liang Kenian, fundamental players also have lines suitable for seeing, but not K-lines but pagoda lines, but this is too professional and not suitable for amateur leeks like Chu Yuanxi.
However, Chu Yuanxi also agreed to endure it any longer, he felt that he was being scolded by the Federal Reserve. The monetary policy of the United States is too abrupt and amazing, and the market will definitely be shaken out by a Buddha, and this time is safe.
The quantitative easing and interest rate cuts offered by the Federal Reserve are stimulus packages used in the general economic downturn, and are useful when stocks plummet after companies have been detonated and the derivatives market has been hit and liquidity has come to a halt. The extreme representative event was the bankruptcy of Lehman Brothers, and at that time anyone was willing to throw money at it could be saved.
But now the capital market in the United States is not, now the company is not in trouble, but the market is unwilling to pay. The United States is also encountering a special moment now, obviously it should stop work and production, learn from the country, control the situation, and then stimulate the economy, but the Fed has taken an extreme strategy. The problem is that they don't dare to take the stimulus market now, and even if quantitative easing is done, liquidity will not be released.
And the interest rate to zero represents the ability of macroeconomic control is also moving towards zero, the back policy tools are not good, and then want to save the market, although there are various tools, but the most direct way can only be by the Federal Reserve to buy ETFs in person, striding towards my big A-share policy market.
Looking at the plunge in rice stocks, it can be said that the oil crash was really caused by the oil crash, because the price of oil affects a large number of shale oil companies in the country. When the price of oil fell to more than 20 barrels, a barrel of farmers was more expensive than a barrel of crude oil, and the bonds of these companies were all high-yield bonds.
In the turmoil of the bond market, highly leveraged funds must retreat and deleverage, so the option of selling stocks will inevitably become the first choice, because the stock market has the most liquidity. This option resonates with the special situation that is raging, and the Fed can only play with the patch, but the previous debt is too difficult to pay off.
You must know that the global economy has not made early warnings, since last year, the long-term and short-term interest rate inversion of the United States has been issued several times, but it was regarded as a "wolf" by the Federal Reserve, until the sharp inversion on March 9, the wolf really came, and it was fatal.
The Fed has also exited QE and shrunk its balance sheet a few years ago, which is a good trick when it punctures the asset bubble......
The problem is that the world economy has always been a global cold when the United States sneezes, because once the United States sneezes, the first reaction of practitioners in the markets of various countries is to throw away the risk position, which will inevitably lead to the rapid depreciation of the local currency pair, and the outflow of funds will cause tight liquidity in various countries, and the central banks have to inject liquidity, bringing greater currency depreciation expectations, and accelerating the outflow of funds into a dead cycle.
And this depreciation will not stimulate exports at the moment, because the world is certainly weak, but the purchasing power of imports can really fall, and the consequence is that inflation expectations will increase.
However, at this time, how to guide the liquidity put by various countries into the real economy is a test of their political and economic wisdom. In this regard, the country and the DPRK have actually been normalized for a long time, and our ordinary model is almost someone else's difficult mode, and it is reasonable to give them the wrong answers. Therefore, it is possible to pull the main global opponents to your own level and defeat them with a lot of experience......
That's why the market capitalization of Boeing and Moutai was about the same, but a few days ago, Boeing had to pull Tesla to compare with Moutai, and now it has to pull Starbucks to fight Lu Bu again.
So, on March 8, Warren Buffett: I lived to be 89 years old, and I have only seen a circuit breaker.
March 9: I lived to be 89 years old and only saw two circuit breakers.
March 12: I lived to be 89 years old and had only seen three circuit breakers.
Last night: I don't have to die......
According to this trend, Buffett will replace Lu Xun in a few days.
(This Internet joke does not count words)
In fact, there is good news in the past few days, it is good news from Elizabeth's side, that is, Grabi's only opponent, Gojek, has been financed, and it is a financing of up to 1.2 billion.
To be honest, if Chu Yuanxi's focus is on Southeast Asia, in order for Elizabeth to develop, he will even consider the option of going directly to milk Gojek, and it is really impatient to see Gojek delay in financing.
This news also means that Gojek's ambition to fight against Grabi has not been extinguished. The longer it lasts and the more intense the expansion, the greater the opportunity for the layout of mobile payment in Southeast Asia, otherwise in Go terms, Grabi will have to use the attack to take advantage of the trend to set the chessboard in Southeast Asia, so the overall expectations of the well-off Southeast Asia will plummet.
Immediately after the night of the 18th, Buffett's prediction finally came true, and the S&P 500 broke again.
(Warren Buffett: That's not what I said!)
However, Chu Yuanxi couldn't take care of the idea of the god for the time being, and the two main cities in eastern Guangdong Province finally began to restart the pace of expansion on this day. This is what he must care about, but for the time being, he can only care about it on paper, because the first step of expansion is to acquire land, and the second step is to decorate, which all need to be cold started, in other words, the real expansion of the well-off will not be until late April at the earliest.
Based on this time, he readjusted the milestone timeline to a slightly more complicated state, and then sent an email to the relevant people who needed to confirm whether the workload could be completed on time.
In general, milestones 5 and 6 need to be interspersed, and the online content of 6 must be launched before the end of 5, the order is to first go to the city treasure in 6, and then the eastern Guangdong province will start to really open the store to invest in bicycles, and then the wide store will be on the AI group owner in 5, and finally the Internet of Tours will be launched to put the health coins produced by the city treasure on the chain.
The only drawback of this adjustment is that it also has to go through a process of scrap recycling, although the health coins generated from the city treasure before being put on the chain are also health coins for users, they must be regarded as another currency for the well-off and need to be recycled.
But this is the lowest-cost plan on the whole, and you only need to give Xue Jianhua an extra task to end it!
This process seems complicated, but in fact, Chu Yuanxi in the original world also frequently adjusted the milestone plan, and more complex adjustments than this have been experienced, and even adjusted in the process of several milestone cycles. In other words, the milestones implemented by the imperial capital will be changed to eastern Guangdong, and the magic capital will be changed again, either to a certain degree of "localization", or because of emergencies, it has to be out of order.
The reason why this time it has been going according to the plan and there are no major adjustments is precisely because the dominant person has stepped on a lot of pits, leaving enough leeway. Therefore, after experiencing such a huge and epic emergency, the well-off still seems to be in danger, and Chu Yuanxi can learn like a broken bed and give himself 10 points for coping with the crisis.
As for mobile payment, in fact, he is not worried, there is no problem with urban treasures, there is no problem with the growth of well-off users, and mobile payment is just a matter of course.
During this time, there was an interesting anecdote on the rivers and lakes, which reflected the perseverance of the little FX. Since the small FX posted five comment articles in a row because of the official media and then ran to control the comments, this matter has become more and more out of the circle, making the Phoenix APP also follow the trend and issue comments. The small FX naturally can't give up, and immediately gather people to go to the Phoenix APP to control the comments, the problem is that Phoenix is the mainstream media, and some are users, how can people control the comments casually, so they fight.
Seeing that the battle could not be achieved, the little FX shifted their strategy, returned to the home of Weibo, and then built a #Little Phoenix Super Talk. However, the goose, the little phoenix is the nickname of the LOL champion team FPX, and the S9 global championship can make people wash it away casually?
Now the little FX ushered in the greetings of the Zu'an people who have become established, and the Zu'an people spit fragrant fragrance one by one to be a hundred, and the little FX was caught off guard and had to rebuild the super talk and build a #Phoenix power. However, "Phoenix Quan" is a masterpiece of a famous writer, and it was also changed into a TV series "Tiansheng", which was broadcast last year.
And the powder is now in danger with the little FX, which stabbed the hornet's nest and was another violent beating. For a while, the battlefield was full of messes, and Xiao FX had no choice but to build a new super talk called #Su Shen Zeshi, thinking that this time it was finally no problem, right?
But the straight men in the football circle don't understand it like this, Su Shen, there can only be one, and that is my big Su Yarez. What kind of scum is this who dares to call Su Shen in vain? The key is that if his surname is Su, it's just that, he's not, him!
At present, the war between the two sides is in full swing......