It's a deal worth waiting for a lifetime. Pen | fun | pavilion www. ｂｉｑｕｇｅ。 ｉｎｆｏ

Andy couldn't agree with this sentence, he stared at the picture in his hand, he believed that Wall Street, and even a large number of professional researchers in the United States and the United States would draw and stare at such a trend chart, and there was even a best-selling book that gave sufficient data in 05, making a clear warning about the jump in housing prices after 2000.

Unfortunately, most people succumb to trends and lose common sense.

Even Federal Reserve Chairman Ben Bernanke directly claimed in a recent public appearance: "We have never experienced a nationwide drop in house prices!"

You must know that Bernanke is an expert on the Great Depression, and a person like him who is in a high position and should be in the position of the top macro manager, should be aware of the risks, but he still does not know enough about what is happening in the market, and eventually miscalculates.

The same form is worth a lot in the hands of those who understand, but it is worthless in the hands of those who don't.

Andy has never relaxed his study of financial knowledge, his requirement for himself is not to be an expert, but must be broad, to be able to understand all financial statements, financial charts, have a systematic understanding of all financial terms, and the rest of the work is naturally done by his think tank.

This chart, based on his hypothesis, is based on the results of a fundamental study of academic, government literature and market data by analysts at think tanks around the clock, and clearly reflects the distortion of the US imperialist real estate market.

Andy sat alone at the desk, his brows stretched, he took out a cigar from the wooden box on the table, slowly began to roast, then lit it, took a puff, there was still half an hour before the meeting, to be honest, his psychology was not so calm, although he was a traverser, with eyes to see through the future, and also confirmed that in this world, the subprime mortgage crisis occurred irreversibly, but, this is more to be desperate, put in a bet of all the net worth, this is not hundreds of thousands, millions of funds, but hundreds of millions of dollars of chips, can be calm, indifferent to ghosts。

In his previous life, he even had to take out a loan to buy a house, and now he has to gamble with hundreds of millions, even if the success rate is extremely high, it is a kind of torment before he is settled, this is not those fund companies on Wall Street, playing with other people's money, and every penny and every piece of money put into the market is his hard-earned money.

Maintain a heart of awe and vigilance. Andy never thinks that being a time-traveler is so awesome, he can rely on his prophetic preconception to succeed than most people, but he is not a god, and he can't crush everything after all.

Shorting is a very dangerous thing, and there is no shortage of successful bigwigs, eager adventurers and pioneers who fell before the dawn on the death list of examples. Andy had to test his confidence, as there was a long waiting period and six months to make the bet.

This is not a novel, it can be brushed aside, what a white horse passes, in the blink of an eye, the days have to pass day by day.

Drip...

"Boss, it's meeting time... ”

"yes, I see!"

Andy turned off the transponder, pressed the cigar, took off the suit from the hanger and put it on, came to the coat mirror, tugged at the placket, straightened his body slightly, the corners of his mouth were upturned, and a confident and sunny smile appeared on his face, he is a decision-maker, a funder, but it is his subordinates who are really in the front, he can dictatorship to decide the target, but he also needs his subordinates to know their intentions, understand the purpose to be achieved, and there can be no problems in every link.

Pushed open the door and walked out of the office, turned his head to look at the glasses lady who had taken off the heavy makeup on his face, his eyes couldn't help but light up, very much like the British Princess Kate, well, much more beautiful than Kate, the exaggerated texture that can kill flies without a smile is much more pleasing to the eye.

Tori cautiously looked up and peeked at it, just in time to meet Andy's scrutinizing eyes, and lowered his head with a slightly red face.

"This looks good right now... ”

Andy said lightly, and then walked to the conference room. The little secretary looked at his back as he left, breathed a sigh of relief, stretched out his little hand and patted his towering little chest, it seems that his job can be saved, and there should be no problem with turning positive.

Pushing open the door of the conference room, everyone got up from their seats, greeted in a mess, Andy nodded with a smile on his face, walked to the top of the oval conference table, and said, "Sit down!"

After seeing that everyone was seated, Andy raised his chin slightly, and Joseph, who was standing at the door, nodded silently, closed the door from the outside, and sat with Kenny on the lounge chair next to the door of the conference room.

"Before the meeting begins, please sign an agreement, Tom. Andy turned his gaze to Tom, the head lawyer of the think tank, who nodded, took a stack of papers from his file bag, handed it to his assistant, and told him to distribute it.

Badstone looked at the non-disclosure agreement in his hand, his brow furrowed slightly, but he didn't hesitate, picked up the brush and signed his name.

Andy had a faint smile on his face all the time, watching everyone sign their names, and after Tom's assistant took the agreement back, Tom checked it and nodded at Andy's gaze to make sure there was no problem.

"Ahem, some of you will be very curious about why you signed a non-disclosure agreement, of course, some people have already signed it, and they have also participated in the preliminary work of the whole thing, and the next thing we want to discuss is the investment plan for the next two years, this plan is very... Don't be surprised for a moment, then, Al, I'll leave it to you. ”

Andy coughed lightly, drawing everyone's attention, explaining with a serious expression, and then nodded to Alvitatre.

"Okay, boss. With that, Al got up from his seat, walked to the projection screen, and signaled to a person sitting in the corner, in the conference room, where the curtains were closed, the lights were turned off, and it became even more dim, leaving only the light of the projection screen.

"After the boss formed a think tank, the boss made a crazy point to me, and the reason why I said crazy was based on what I thought at the time, because this idea is that the U.S. real estate market has collapsed!"

As soon as Al's words fell, the faces of the participating managers of the Liberty City Company couldn't help but change greatly, and Badstone's face sank like water, he knew about it, after all, Andy first put forward this point of view with him, but he also did some research at the time, but he was not so pessimistic, thinking that the real estate decline may occur in the short term, but he didn't believe it very much.

The participants are all financial experts, they are well aware of the danger of this point of view, of course, it is not a new thing to sing about the decline of American real estate, in 05 there have been people who have been singing down, all kinds of alarmist views appear from time to time, especially in September last year, several people on Wall Street are peddling insurance bonds that the real estate bubble bursts, especially the unknown fund manager Michael Bury, who is fooling customers everywhere, raising funds, and betting with Deutsche Bank, inventing a new financial derivative, which became the object of Wall Street's ridicule for a while。

The reason why I say dangerous is because my boss seems to believe in this set of statements, and today's meeting, which requires the signing of a non-disclosure agreement, seems to have started around the real estate crash.

After everyone slowly calmed down, Al continued: "Based on the boss's point of view, my team and I sorted out the detailed information from 1975 to 2000, and finally came up with this real estate trend chart, you see, the blue line is not excluded inflation, the red line is excluded inflation, the trend is very obvious, the bubble in the real estate market is indeed very large, and the recent decline also indicates that the bubble has signs of bursting... ”

"This can't be! All the rating agencies have not downgraded the two major real estate companies, and the real estate stocks in my hands still rose slightly in the case of a slight decline in the market, and Federal Reserve Chairman Ben Bernanke has just confirmed... “

He is one of the management of Liberty City Investment Company, and Andy is also personally raised, he is very good at real estate stocks, and he has made a lot of money for the company before, he does not believe in the bursting of the real estate bubble, but although he does not believe it, his face has become a little ugly and flustered, and he is still very worried that something will really happen.

Badstone turned his head to look at him, and looked back at the young boss with a slight frown on his face.

"Hemmer, you know better than anyone else that there is a huge bubble, after all, you are also an expert in this area, you just don't want to, or deliberately ignore the risk of the bubble bursting. Andy stared sharply at Hemmer, who had just retorted, and said in an indifferent tone.

"Boss, I... The expression on Haimer's face was very ugly, and he wanted to explain something, but he was interrupted by Andy waving his hand, and said in a cold tone: "At this time, Wall Street has been kidnapped by mortgage bonds, and under the background music of "housing prices will rise forever", common sense and risks are left behind, and making money is king. Isn't it strange that the rating agencies have lost their impartiality?"

Andy did not deliberately target Haimer, after all, Haimer's views basically represent the views of the vast majority of Wall Street Jingying, who only see it as a hurry to make money, as for the risks, let's wait for the crisis to come.

"Mortgage companies are driving the interests of loan lenders, the people are aggressively increasing leverage, Wall Street investment banks are crazy to package deals, and the rating agencies are turning a blind eye, it's hard for me not to make the view that the bubble is about to burst, so listen to Al patiently, because it's very important, and I need each of you to understand what this chart you look at again, which is a chart worth tens of billions of dollars!"