"I understand," Jerome nodded thoughtfully, "the influx of hot money cannot be higher than the actual value of the country's economy, below this critical point, it will play a certain role in promoting the economy, but once this critical point is reached or even broken, it will have an excessive impact on the financial market and the real economy, and then burst out with catastrophic consequences,"

He raised his head and smiled, "This is a very interesting topic, and I want our expert group to build a relevant model as one of the reference data for our future investments." ”

"This model is not easy to do," Chen Dahe smiled, "since it is external hot money, then there must be a source of funds, you want to do this model, you can't help but take into account the impact of the source of funds on hot money, for example, one of the funds comes from the United States, when the United States has a financial crisis, will this money stay in Japan? They must first withdraw back to protect themselves, so that it will inevitably affect the total amount of hot money, in addition, we must not consider the outbreak of other economic hot spots, maybe tomorrow is Japan, the day after tomorrow?" When a region with a significantly higher yield than Japan emerges, will the hot money continue to stay here? In addition to that, there is also the policy impact of the location of the hot money, these are all factors to consider!"

"Well, economic integration," Jerome groaned, "just like today's European Community, the German policy will have an impact on the UK, and the Swiss banks may have two more businesses, and one day the economies of all countries will open their arms and embrace each other tightly, hot money flows freely, and industries complement each other, so that there are so many factors to consider, and then the model will be a joke." ”

"No, if this model can really be established, its role will be immeasurable, but a single model has a limited role, and if you want to do it, you have to be a model of all major economies and countries in the world, including capital havens such as Switzerland and Luxembourg," Chen Dahe patted his thigh, "When you go back, you will set up a new department to specialize in all kinds of data models, starting with Japan!" The people in this department are directly responsible to you, the project level is classified as top secret, except for the people in the project team, only you can know, and in addition, the annual funding is set at no more than 100 million US dollars, and if it can generate real value, it can be added, and I hope that this Japanese action will make a contribution to this department. ”

After this model is built, it is the global financial big data, and it is an exclusive top-secret version, and if it is used well, it can definitely punch the Federal Reserve and kick the European Community, but it is awesome, how can it not be built, of course it must be built! It's just that this is a long-term project, God knows how long it will take to do this, maybe ten years, maybe twenty years, or even fifty years, who knows, but it doesn't matter, Chen Dahe can afford to wait! And you can also make a simple version to try to use first, since you have encountered it, then start with Japan!

"Okay, I'll try," Jerome shrugged, not caring at all that he had another guts on his shoulder, he was used to it anyway, and it wasn't difficult, he just needed to find a group of people to do things, and he didn't need to stare at it all day long.

"Jerome," Chen Dahe suddenly asked, "if everything goes well, we can get out of the stock market and land prices before they peak, and when the Japanese economy collapses, remember to buy more of their high-quality assets, and we can buy more properties in central Tokyo." ”

"Understood," Jerome smiled and shrugged, "I also figured it out just now, if your guess is wrong, we are just making a little less, but if your guess is correct, then there are not a few peers planted in this time, and Japan must be full of sorrow, then it will be our opportunity, a large number of high-quality assets, including international travel capital and Japan's local financial companies, will be our goal, when that day, maybe we can really eat a fat man!"

Jerome said and suddenly waved his hands, "Oh my God, I'm looking forward to that day!"

The two looked at each other and couldn't help but laugh together.

The capital market only talks about success or failure, there is no right or wrong, some people laugh and some people cry, but so what, I'm afraid don't enter this industry.

The laughter gradually fell, and then Chen Dahe said, "The two points I just said are only for Japan's action plan, but in addition to this plan, there are a few points that you need to adjust the plan. ”

When it came to business, Jerome immediately became serious, nodded and said, "You say." ”

"First," Chen Dahe raised a finger, "you just said that we should draw as much money as possible to invest in Japan, and strive to make our reputation, but the reputation of any world-class bank has never been erected by one or two financial wars, there must be more cases and continuous victories, I also said just now, behind the appreciation of the yen, in fact, the deeper reason is the depreciation of the US dollar, in this round of depreciation, it is impossible not to pull Britain, France and Germany, the foreign exchange dynamics of these three countries you can not not consider!"

Jerome nodded, and immediately clenched his right fist and pounded his chest, "Write it down." ”

Chen Dahe's face remained unchanged, and he continued to say in a deep voice, "Second, in addition to the Western economy, you also need to pay attention to the economic trend of the Soviet Union. ”

"The Soviet Union?" Jerome looked at him in amazement, "the economy of the Soviet Union has always been very closed, except for the necessary raw materials, they only do business with the countries of the social camp, why should they pay attention to them?"

The corners of Chen Dahe's mouth twitched slightly, and a sneer appeared, "Our American partner told you that the Federal Reserve is in contact with the Ministry of Finance, so did anyone tell you that they are also playing the idea of a polar bear?"

"Isn't it normal for them to have the idea of fighting the Soviet Union?" Jerome didn't seem to understand what Chen Dahe meant, "Everyone on earth knows that they don't deal with it!"

Chen Dahe looked at him and pouted, "So I said just now, the model you said is very necessary to establish, there are many factors that affect the economy, Z Zhi is also one of them, for a long time, the Soviet Union has been heavily dependent on imports for a large number of food and other materials, while their foreign exchange sources basically rely on oil exports, if one day, the oil production of polar bears declines, what do you say?"

"Oil production is declining?" Jerome frowned and muttered, "In the past ten years, the Soviet Union's oil production has increased year by year, but they have not discovered new super large oil fields, and at the same time, their production costs are high and their production efficiency is low, which constitutes a great burden, if there are no new oil fields, this inflection point is very close!"

Jerome's eyes brightened the more he spoke, and he suddenly raised his head to look at Chen Dahe, "Sir, I know what to do!"

Chen Dahe looked at him and smiled, "How?"

Jerome gently spat out a few words, "Short!"

Chen Dahe stood up and patted him on the shoulder, "Jerome, you passed, then let me ask you again, if the Soviet Union really starts to implement economic reforms, what should it do?"

Jerome then stood up and grinned, "That's going to be the next Japan!"

Chen Dahe smiled and shrugged, "Let's do a good job of Japan's action plan first, Britain, France and Germany are also included in this plan, collectively known as the dollar plan, as for the Soviet Union, set aside a billion dollars of funds, once the inflection point of oil output value appears, give it to them with the highest twenty times the short leverage, as for what to do next, we will discuss it then." ”