Chapter 638: The Benefits of Hitchhiking
In the eyes of professional international energy groups and oil futures market makers, there are basically no secrets in the later stage of the actions of ST Group and Grumman. Pen & Fun & Pavilion www.biquge.info
The investment scale is more than 15 billion US dollars, and the self-owned funds are at least more than 5 billion US dollars, and the financial leverage is three times. Such an investment model can be said to be a very healthy and high-quality "big player" in the financial market.
However, since it is the use of financial leverage, it is necessary to have financing banks. The financing banks will inevitably have to monitor the movement of funds, so that the secret of the secret purchase of oil futures longs by ST and Grumman cannot be called a secret.
With a principal of 5 billion yuan and a leverage of 15 billion yuan, this is simply a shrimp pie falling from the sky for the American energy group.
The energy group, which has long been prepared to suppress oil prices, looks at Xinke almost like its own meal.
As a result, the scheduled meal was not eaten, and the Pipi shrimp pie suddenly became a live Pipi shrimp, but the originally scheduled meals of Europe and Japan were rushed to eat.
"We are probably behind the fake", this is almost the actual mood of the traders in the circle of the three US energy groups today.
Ledner, a trader at Chevron, was puzzled and almost gritted his teeth and asked: "If ST Group didn't know that the U.S. government would release oil reserves, if it didn't know our market-making plan, why could it start clearing positions so accurately at this stage?"
According to the market-making plan of the US energy group, October should be the highest stage of oil prices before the war. After the 20th, oil prices will quickly rise from $30 to the pre-war maximum of $40. Oil prices were then lowered to pre-war levels prior to Iraq's invasion of Kuwait.
In this process of rising and falling, there are huge interests of at least tens of billions, or even hundreds of billions of dollars.
ST was originally among the expected harvesters of the American Energy Group, but now the prey has not only turned into a hunter, but every bite of meat eaten is cut from the old hunter's plate - how can this be tolerated?
It is conceivable that when Davis started the clearance operation, Vincent and the other three were so "sucked" in their hearts.
Thomas, a trader at Mobile, also looked unkind, and said hatefully: "It's not surprising, I know a little about Hu Wenhai of the ST Group." This person's strategic vision and intelligence ability are really a strange phenomenon that cannot be understood by science. You still remember the stock market crash three years ago, no one on Wall Street predicted the disaster, but Hu Wenhai was able to predict it accurately, and even made people mistakenly think that he caused the economic crisis......"
As top traders in the oil futures market and fellow practitioners in the financial industry, how could Vincent and the others not have heard of Hu Wenhai's glorious deeds? The stock market crash that shook the United States in 1987 and Hu Wenhai, who made a big profit in the stock market crash, are really too impressive.
With Hu Wenhai's ability to gather and analyze intelligence in that incident, it seems not so incredible to see through the layout of the US energy group.
"Even if someone leaks our information, now is not the time to pursue it. Do you think that in '87, the Americans recognized it like this? Later, the FBI set up a special investigation team that was directly responsible to the president, and it had the highest authority. The investigation has been going on for three years, and there is still no progress. Everyone knows that Hu Wenhai must have an inside intelligence source, but we can't have a more sensitive sense of smell than the FBI. ”
"So what's the use of talking about all this now?" Vincent snorted coldly, none of the people present were the kind of people who complained uselessly in the face of setbacks, and immediately cheered up and said: "The most important thing at the moment is to come up with a solution, and we can't watch the ST Group drain the funds of the Europeans and the Japanese." ”
This is the difference between a bookmaker and a hitchhiker, and the US energy group is undoubtedly the market maker and holds the ability to control the price of oil in the world.
However, the price of oil is not a button on someone's computer, and any manipulation of the market takes cost and time.
The action of market making requires planning, and it is not a simple buying process to go from low to high. In the early stage, you need to collect chips at a low price, but buying will cause the price to rise, so you must release chips from time to time to keep the price in a range. In the process, the bookmaker will even operate at a loss. Collect a lot of chips at a high price and then sell them at a low price to suppress the price.
In addition to buying and selling, more advanced operating methods can also borrow public opinion, and even the actions of governments and international institutions. A small note from the Federal Reserve and OPEC has a bigger effect than the hundreds of millions of dollars flowing in the market.
But all of this is ultimately inseparable from those cute green cards with Franklin's portrait printed on them.
In order to crack down on the behavior of "hitchhiking", the bookmaker will also deliberately create market shocks, so that those speculators who think they have touched the psychology of the bookmaker will be "struck out".
These market operations mean that the chips in the hands of the dealer are often not the best price to buy. Of course, most of the time, this is not a problem, the difference is just that you earn more and you earn more.
However, if someone really understands the market-making method of the bookmaker and accurately finds the lowest point of the price in the process of the bookmaker's operation, as long as the operation is carried out accurately at this point, the profit can be maximized. You don't need to pay the cost to operate the price, but you earn more than the bookmaker.
That's the benefit of "hitchhiking".
However, if you want to achieve this level of operation, the requirements for trading ability are probably one or two levels higher than those of market-making traders.
Of course, it is also possible to have intelligence from within the market maker.
Hitchhikers generally don't stimulate the dealer too much, after all, their own cost is very low, and they all make a lot of money. It really forced the dealer to be anxious, and it was possible for the dealer to flip the table if he couldn't make money.
However, Hu Wenhai took a ride this time, but he did not care about the mood of these bookmakers of the American energy group. Not only did he start shipping one step ahead of the dealer, but he also took a big bite of meat on the prey of Europe and Japan.
If Hu Wenhai is really allowed to drain the funds of energy companies in Europe and Japan, it will inevitably affect the scale of US energy group shipments in the future.
If the oil price fluctuations exceed the control of the US energy group due to the large number of shipments by the ST Group, it will really be a day of POI.
"How about we bring the ST Group in?"
The capital that does not know how to share has disappeared in the competition, and when it comes to the ability to organize a united front, there is never only one company in the world that can do it.
After thinking for a long time, Thomas frowned and said with some depression: "Now it seems that Hu Wenhai has mastered our arrangement, which should be certain." There's no way we can kick him out, we just have to control him. At the very least, we need to stop the shipments of ST Group and coordinate our actions. ”
"How to control it?" Vincent asked rhetorically, "The scale of Xinke and Grumman's capital can take at least one-third of our expected returns." Why should they do what we ask unless they provide a greater good than that?"
When Vincent's words came out, the faces of the other two were inevitably a little ugly. To achieve their position, it is admittedly infinitely beautiful. But the higher you climb, the heavier you fall, causing such a big loss to the financiers behind you, needless to say, the ending.
Neither energy conglomerates nor arms dealers have ever been "rule-abiding" businessmen. Even if the loss is not their cause, the actions of Xinke and Hu Wenhai will certainly not be subjectively influenced by them - but will the bigwigs, who have lost tens of billions of dollars, be in the mood to listen to their explanations?
The loss of tens of billions of dollars is enough to make several "successful people" evaporate from the world. The best outcome is to be stuffed into a cement bucket and sunk into the Thames to provide nutrients for the fish and shrimp.
"This doesn't work, that doesn't work, you can't just watch the Chinese do nothing and take one-third of the profits in the market, right?"
It is this point that really cheats the father, if Xinke itself is a member of the banker, then maybe the financiers behind it will pinch their noses for the sake of everyone's joint efforts.
But you were not the one who drove up the price of oil, you were the one who pushed the United States to go to war, and you were not the one who signed the bill for the American GIs to buy ammunition -- and even the deal did not have to pay taxes for the United States, which had put the most effort into it.
But to say that the efficiency and scale of the income is the largest, it is you, the hitchhiker, not those of us who have worked hard, who can stand it!
The energy and capital predators who don't steam steamed buns and compete for breath, and are rampant in Blue Star, have never suffered such a loss.
In the face of Hu Wenhai and Grumman's "horizontal knife snatching love", the three of them looked at each other, and they were at a loss for a while.
If the trade had taken place in the United States, they could have thought of some off-market moves. Tactics such as dirt planes or neuropathic gunmen are not on the table, so please use the FBI, the tax office, or even the Securities and Exchange Commission, there is something for you.
The problem, however, is that this transaction took place in the UK, and European financial and energy capital is the target of this harvest. In this way, any abnormal wind and grass in Britain will have the effect of startling the grass and snakes, and they will not be able to throw a rat bogey.
But these people are the world's top business elites in the end, and they can't get to this level without real skills. No matter how difficult the situation is, they will not admit defeat so willingly.
When these world-class brains are activated, there is no problem that really makes them helpless.
At this moment, Thomas suddenly frowned slightly, and said with some hesitation: "Actually, I have a not very mature idea here......