Monday, November 3.

It is also the day when Gu Kun's Thai baht short option can expire and be lifted to close the position.

Early that morning, Gu Kun flew to Bangkok in a high-profile manner, and then participated in a live interview show on a local national television station.

In the past few days, Thailand's official media, large and small, have already warmed up public opinion in accordance with the conditions brought back by Durad.

Now, the people who eat melons up and down Thailand more or less know that Gu Kun has a new identity: he is a new friend of the Thai people, a well-known god of value investment, a friendly person who has proposed a number of solutions to the economic overheating problems of Southeast Asian countries, and a political dignitary from the Lantian side......

The reason why it is so efficient is also thanks to Gu Kun, who is a world-renowned top celebrity superstar. In Asia, he is already more well-known than Jordan and Ronaldo.

Therefore, the Thai media only needs to re-explain the new identity of this person, and there is no need to make the melon-eating masses remember a new name from scratch.

Of course, the TV stations and studio facilities of the Thai people cannot be compared with those developed countries in the media industry, and there is a local atmosphere from top to bottom. It's similar to the conditions for filming the MV of "Braces Girl, Nai Na Mei Se".

So the filming process is really lackluster and indescribable.

That night, the Thai people saw the real interview with Gu Kun himself on national television.

On the TV screen, Gu Kun talked eloquently to the beautiful host: "...... I myself have always been guided by the goodwill of punishing and saving people from the past and the future to my neighbors in Southeast Asia.

I have always believed that the Thai baht was overvalued by 20%~25% because of the previous binding, which led to the decline of your country's export growth to zero last year, and the sluggishness of other exchange-rate sensitive industries.

However, at present, it seems that there is a more ferocious international tour capital, which has set off the momentum of malicious short-selling. At such moments, everyone should be united. I will close all the short positions of Thai Baht that have been released within the same day. But even after the Thai baht crisis has passed, we must remain vigilant.

Based on my analysis of Soros, it is highly likely that he will further attack the currencies of other undersized countries in the vicinity. Because of the crisis in Thailand, the international community has led to a lack of confidence in the Southeast Asian model as a whole, and it has also allowed hesitant investors to see the opportunity to fish in troubled waters.

I also hope that the government of Oceania will face up to these problems, strengthen regulation, and refrain from creating international chaos. At the same time, I also hope that Mr. Soros will not be able to walk around and rein in the precipice......"

Some of the latter wording, more subtle, are summed up in the need to be polite on the surface, a gesture of the Virgin who persuades others.

But in fact, Gu Kun knew that Soros would definitely not listen to persuasion.

Gu Kun also did not mention which countries Soros should be wary of - afterwards, he explained that "he does not want to lead to panic and avoid suspicion in advance, so that the people of countries that may be sniped will be in chaos before Soros comes."

This is actually very understandable, for example, if Gu Kun choked Soros on the TV show and asked him to "don't attack the Malaysian ringgit". So as long as Soros doesn't take a stand, even if he hasn't done it yet, maybe the Malays themselves will shake their confidence and go to the Malay bank with ringgit to exchange dollars.

So this kind of reminder can't be too clear at first. And when others review it afterwards, they will definitely be able to see Gu Kun's "good intentions" and know that Gu Kun is really running for everyone's common interests.

In contrast, Soros has always been in the posture of "making a fortune in a muffled voice", because this kind of person eats people and does not spit out bones, what he wants is money, who would go out of his way to get notoriety?

Therefore, as of the beginning of November 97, in fact, only the upper class knows the detailed resume of Soros. With the illiteracy rate in a country like Thailand, most of the people who eat melons have never even heard of the name Soros, and they don't know who harmed them.

After Gu Kun openly singled out the contradictions on Thai state television, Soros at least could not continue to quietly make a fortune without hatred.

......

Because of the time difference, on Wall Street on the other side of the ocean, Soros only noticed the fluctuations in the market on November 5, and knew that a guy named Gu Kun publicly picked out the problem and shouted at him in front of the media in Southeast Asian countries.

Early that morning, his female assistant hurriedly ran into his office with an urgent item and reported:

"Boss, today there is a short liquidation order equivalent to the principal of 600 million US dollars, and at least five times the leverage, and the leveraged funds are more than 3 billion US dollars. At present, the cumulative decline of the Thai baht has narrowed from 57% to 54%.

This is still the other party's temporary suspension of shipments, not all the chips thrown away. Because at that time, he had already swept up all the new empty warehouse needs on the market, and the remaining ammunition was prepared for us to take over again, and he would flatten. ”

Gu Kun's original investment was only 400 million US dollars, but after this wave of operations, Gu Kun's nominal own funds on his books have now doubled to 11~1.2 billion US dollars. With 5 times leverage, Gu Kun can actually leverage 55~6 billion US dollars.

At a critical juncture when Soros is crazy about suppressing it, this money can really influence the situation.

"What? Why doesn't this guy continue to make money in silence? Is his prediction of the bottom of the market wrong?"

Until this moment, Soros was still fantasizing that Gu Kun's vision was just not accurate enough.

After all, there are many people who have withdrawn after making a small profit before. Mr. Li Xiaozheng in Xiangjiang, and even Kong Shangzhong, who only earned 25%, are typical of not being bold enough to judge problems.

Soros felt that Gu Kun had no grievances with him, and he would not get along with money, so how could he have thought that Gu Kun was deliberately against him.

This can only be blamed on Soros for not knowing enough about Gu Kun.

Originally, of course, Soros had heard the name Gu Kun, after all, Gu Kun was a world-class celebrity. However, he also regarded Gu Kun as a Jordan-level world superstar, and also had the identity of "Lanfang Tu Emperor", nothing more.

It wasn't until September, because of the analysis of the market, that Soros learned about the size of Gu Kun's position and realized that Gu Kun could be regarded as a potential competitor in the investment circle.

So at this moment, his first reaction is still business.

"If Gu Kun really misjudged the potential of the follow-up market, what impact will it have on us? Can I continue to pull the baht down?" Soros thought quickly in his heart.

It only took a few glances at the data summary that he made a judgment.

"Damn! Gu Kun, this guy, after he runs away, if we don't run, although it is possible to pull the price down again, but then it will be difficult to withdraw and no one will take over!"

After calculating this result, Soros broke out in a slight cold sweat.

It turned out that Gu Kun ran ahead of schedule, although it was impossible to maximize the total benefits of all short-selling speculators, but for Gu Kun personally, it had a certain effect of "exchanging profits for safety".

Gu Kun's short order has been closed, and there are still people who want to continue to be bearish, so the person who is watching will definitely take over.

With the current weakness of the Thai baht, even if someone takes over and then rises back, causing the short to lose money, it is unlikely to happen.

However, it is certainly possible to let the funds of the new shorts be greatly occupied, and it is difficult to fast in and out for a long time.

If Soros continues to hold on, he will be ready to accept the result: eat all of Gu Kun's liquidation, and pull the decline of the Thai baht back from 54% to 56~57%.

However, all his funds may have to be pinched in the sea for at least three months, or even half a year, and the liquidation will not explode, that is, the money will be idle.

Another option is to run with Gu Kun. Then the difference earned from the baht will be narrowed further, possibly from 54% to 50%.

However, the advantage is that after the money is in the pocket, it can be embezzled to other new battlefields in about a month.

"Let's run, it's a big deal that after the baht gets out, ringgit, rupiah, Phoebe, find a few more targets to disperse, short a little, fast in and out!" Soros finally made a decision.

He immediately instructed his assistant: "Let's find a way to run our funds, don't notify other allies, let their money be cut off for us in the sea, anyway, their leverage ratio is not as high as ours, it doesn't matter if you stay a little longer." ”

The assistant immediately understood and began to operate the sale of teammates.

In the afternoon, the decline in the baht narrowed further from 54% to 52%. In the following week, it narrowed further to 50%.

Gu Kun's goods have all been sold, and he is the first of all the bears to run successfully, and the difference in price earned is two to three percentage points higher than Soros.

When Soros ran, he didn't forget to find forces from all sides to spread false news frantically, obviously running away but saying that he didn't run, and also said that this callback was just a "strong crossbow" counterattack after the relevant financial departments of Thailand had accumulated strength for a long time, and all kinds of smoke bombs flew all over the sky.

This kind of clamor really pulled some followers who realized it later, so that they were not in a hurry to close the position, and let Soros go first.

That's all for later.

......

The scene returns to the day when Soros decided to run away.

After making a decision and learning that his first closing was safely implemented, Soros breathed a sigh of relief for the time being.

He only then had the leisure to care about Gu Kun's other actions - when the female assistant reported to him just now, she mentioned that Gu Kun shouted at him through Thai national television and some other media.

It's just that I was busy deciding whether to run and how to deploy how to escape, so I put the media on hold for the time being.

At the moment, I have to face it.

Looking at this carefully, Soros suddenly became angry.

"Bastard, is this Gu Kun crazy? He is not based on cowardice at all? He actually dares to openly shout that 'it is immoral to use the herd to panic invest'? For the sake of 'value investment', he still wants to draw a line with us, and is ashamed to be a peer with me?"

Soros was dumbfounded by the contents.

Does the financial market need morality? Is there morality at all? This is a place where science is spoken!

Also, isn't it good to make a fortune in a muffled voice? Why do you want to talk so much to the media?

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