Chapter 107: I Make an Argument

"Nothing. Slowly, a smile appeared on Tao Xiu's face, and she showed a strange expression towards Wang Nuo, she was very worried, but she was also very satisfied.

Now, Tao Xiu has seen that Wang Nuo must make this choice, she can only support it, she can interpret the identity of "bridge" better.

"Dad. After hesitating for a while, Tao Xiu and his rare coquettish look at Tao Keren.

"Huh. Tao Keren felt numb, his daughter was spoiled, and he could go to the sky to take off the moon immediately.

"Keep talking. Tao Xiu was coquettish, feeling very unaccustomed, and immediately turned around with a red face.

Tao Keren understood in seconds, and when he looked at Wang Nuo again, his eyes were full of helplessness.

"I'll go to the study and get some materials for you. Tao Keren stood up, went to the study to get a stack of documents, and after sitting down, he didn't even pick it, and pushed it directly to Wang Nuo.

"You look first, if there is anything you don't understand, you can ask me. Tao Keren continued, but all his thoughts were on chatting with his daughter, explaining the definition of how the research report has fun chatting with his daughter.

Moreover, even if all the information and data in Huapu's possession were opened to Wang Nuo, would he be able to do a good job in that research report? Tao Keren did not think that such a thing could happen, and Wang Nuo's research report had to be reviewed by various analysts in the research department of Huapu Fund, and the standard of "good" was very high.

In the living room, it soon became a scene where Wang Nuo was flipping through the documents alone, and Tao Keren was trying his best to chat with Tao Xiu, and the only thing Tao Keren was happy about was that as long as his daughter Tao Xiu showed a little impatience on her face, he could change the topic by teaching Wang Nuo, and there was no possibility of being cold at all.

In this way, Tao Keren suddenly felt that Wang Nuo's value had completely exceeded expectations, and it was already very powerful just because it could facilitate the communication between him and his daughter.

Seeing Wang Nuo fall into the sea of information and data, Tao Xiu's heart was full of worries, but she also knew that this was something that could not be changed, and if Wang Nuo was still worthy of her liking, she would inevitably choose this path.

"The research report is nothing more than piling up variables, first listing the variables, and then deducing the market according to the probability, and all the probabilities are combined to get the range of the data......" Tao Keren said a few words casually, which was of great help to Wang Nuo.

But in Wang Nuo's view, Huapu's information is more helpful, and their information channels and databases are too powerful.

Slowly, the rough outline of this research report formed a context in Wang Nuo's mind.

China's private hospitals had a period of sorrow, and the industry began to develop after the state gave private hospitals the corresponding status.

Recently, what the House of Elders has been doing is to discuss whether to fully relax the restrictions on private hospitals for such things as medical insurance.

The reason why Huapu wants to put the issue out is that they are understaffed, and secondly, there are too many variables in it, and the biggest one is this policy issue.

No one knows if this agenda item will pass, when it will be passed, and how much impact it will have.

What Wang Nuo needs to do is to extract his own views from a large amount of information, and assuming that the biggest variable appears, what will happen to the market? If the policy issue is vetoed, how will the stock market move? If there is a stalemate and there is some bias, what will be the impact?

Underneath the major variables, there are still secondary variables.

What is the trend of the data plane, what stage it has entered, and what is the position of large funds, these are also variables.

Whether there are other changes in the fundamentals of the weighted stocks, how these changes will affect the underlying stocks, and the various possibilities and scope of changes in the data.

Research and analysis, in fact, is to delineate a range of data, and then mark each data interval in these ranges with probability, and then integrate the data and probability, you can come up with an investment plan and give investment suggestions.

That is to say, if "whether to fully relax the restrictions on private hospitals for medical insurance" is the biggest variable, Wang Nuo can first determine the probability of the policy passing, being vetoed and deadlocked, and then deduce how the market will react under a certain premise.

That's the big variable, and then there's the small variable, and if the big variable causes three trends, and the sub-variables under those three trends have three probabilities, what impact it will have, and it adds up to nine.

When there are too many variables, there must be some effect between the variables, A will cause B to occur, and C will repel the occurrence of D, which is entirely possible.

If Wang Nuo wants to do the report carefully, ten days and half a month may not be enough, but he chose financial research as a career because...... He can reduce variables.

With the honest pen in hand, there are too many places where Wang Nuo can be lazy.

Converting a certain variable into a definite quantity, this is what Wang Nuo can do.

When I determine that the Presbyterian must pass the policy at a certain point in time, then the premise of my research on the market is that the policy is passed, and the variable becomes a definite quantity, and then ...... For the rest of the probability events, I can be lazy.

Since the policy must be passed, then other probability events will not occur, and the resulting changes will not occur, and in these fields, Wang Nuo's research and analysis is equivalent to writing a sentence "When the end of the world comes, the stock market will collapse".

What is inevitable is what I judge.

It's not going to happen, who knows right or wrong?

"It doesn't look that hard. After a cursory reading of these data and information, Wang Nuo had a feeling of seeing the sun, and a confident expression slowly appeared on his face.

Tao Keren also felt satisfied, he didn't care how the research report was made, as long as his daughter was willing to go home for a day, anything could be discussed.

The next day, when Wang Nuo asked Zhou Minghai and Yao Shuliang to help sort out the data and information, he was greeted by the ghostly eyes of his colleagues.

When will interns be able to take on private work, and it is this kind of open topic, Wang Nuo, you want to go to heaven.

In Zhou Minghai's office, he and Yao Shuliang looked confused.

"Arnold, what do you mean, the business of the fund company?, the market analysis report of private hospitals?" Zhou Minghai felt that he had auditory hallucinations.

"The most important thing is that you can receive this kind of business? Are the fund companies crazy?" Yao Shuliang focused on a different matter, "Since you can get access to this kind of thing, why don't you find a simpler one? They have a lot of simple business." ”

"We definitely can't do this kind of report, and the fund companies that can have this kind of demand have stronger research strength than us. Zhou Minghai frowned, feeling unconfident: "Their standards are too high." ”

"And after we finished the work of the Blue Sky Fund, there are not many resources left, how can we do this?" Yao Shuliang recalled the days when he helped Wang Nuo make a report, and his heart was cold.

"I'll make the arguments. Facing Zhou Minghai and Yao Shuliang's doubts and lack of confidence, Wang Nuo felt excited.

Conclusions do their own thing, and the arguments are left to others, which is what analysts aspire to the most.

It's an ideal working environment to collect information and analyze data, and to extract arguments from data and information that has been sifted through several times and come up with your own opinions.

Zhou Minghai and Yao Shuliang exchanged a look, and they both felt like they had just beeped the entire zoo.