Chapter 506: People are more popular than death
Whether it is a research team or an investment team, the person in charge may not be the person with the strongest professional strength, but the person in charge must have ...... Spirituality.
I can't explain the spirituality, professional strength must be there, this is the foundation, but this trace of so-called spirituality determines how high the ceiling is.
Wang Nuo's professional strength, Meng Han can completely crush it, and even in the research report signed by Wang Nuo, the professional operations are done by his subordinates, but he has that trace of spirituality.
What seems to be okay, if you use someone else's brain to calculate, it may be a probability, and if you filter it with Wang Nuo's brain, what comes out is a concept, which is a completely different thing.
Not to mention anything else, just looking at this incident, Meng Han will definitely not be able to conclude that Green Corner has a heavy position, he is not unable to think of it, but ...... Unexpectedly, he didn't even have the basic thinking to think of this, and he would only draw probabilities based on all the data, and then publish a research report that is not much different from the mainstream cognition.
Wang Nuo can extract his own concepts from the clues, and more importantly, ...... He is lucky, he has bet on the direction again and again in the past year, if others are the grandfather to enjoy the food, Wang Nuo belongs to the person who was temporarily pulled into the kitchen by the grandfather and can order food casually.
"Heaven is unfair, although I still have no way of knowing what the inference process is, but ......" Listening to the communication between Wang Nuo and Lujiao, Meng Han had a strong sense of frustration in his heart: "What is right is right." ”
As Meng Han expressed the same emotion, there were also Green Horn and Jonas in the green corner, until now, they still can't fully understand: Why did Wang Nuo dare to deduce like this? Why did he analyze it correctly, is there still a heavenly reason for this? Is there still a royal law? Why are you still studying? It's good to go back and reincarnate.
"No, our positions come from the trading platform of the World Financial Exchange, not the first layer of the market, it is the World Financial Exchange, it is a high-frequency, large-volume transaction, and there must be at least one fund operating on the hedging side......" Green also said openly on the phone.
The opening of a position in the green corner is a high-frequency trading method, that is, a little bit of the order is lost, the transaction is made, hey, the price has not changed, and then lost, again, again, and so on, and a large number of transactions have been completed directly in a short period of time.
This means that there is likely to be a bull in the opposite direction who is taking orders there, and the strategy is similar to that of the green corner.
The green corner is short, the other party is long, and the Australian dollar is a commodity currency, which has continued to appreciate in the past year, and the article is very big, and Green suspects that there is a carry trade over there, but he doesn't know where the other side of the arbitrage is.
What's bad is that Australia actually hopes that the Australian dollar will at least stabilize and fall, and has always wanted to cut interest rates, but the economy has not given them a chance, so the Australian dollar is expected to cut interest rates, and there are still institutions that dare to run to carry interest rates?
Looking back, the green corner found ...... The Aussie is really good for the carry trade, but this has strengthened their prediction of systemic downside risks, and the mess cannot be sorted out for the time being.
The words of the green corner, Wang Nuo can understand, or foreign exchange trading can not run away from the word interest, carry trade is the most important strategy of foreign exchange investment institutions.
For example, the interest rate of the US dollar is 0.1%, the interest rate of the Australian dollar is 0.2%, borrowing the US dollar, buying the Australian dollar, deducting the impact of the spot exchange rate, 0.2% minus 0.1%, if the cost of the carry trade is higher, you will have to earn.
If the situation allows, financial institutions will also carry out mixed operations such as borrowing low-interest currencies to buy high-interest currencies, such as a part of the US dollar, a part of the euro there, and some yen, Swiss franc, Australian dollar and other currencies, and finally form a combination of arbitrage, and strive to make that little bit of interest rate difference technical money.
From the information revealed by the green corner, Wang Nuo knew that Green's group of foreigners had successfully completed the construction of a position with a face value of billions of dollars in a short period of time, which means that the Australian dollar is now under great upward pressure, and too much money is lying on the Australian dollar, so that the possibility of it being overwhelmed has increased dramatically, and it is no wonder that Australia has been discussing whether to cut interest rates all day long.
Another neat thing is that a rate cut will make liquidity stronger, which will give the economy a certain boost, and then ...... If the economy is pushed, the exchange rate may teach the RBA to behave in turn, and if they dare to give interest rate cuts, the foreign exchange market will dare to tell them: Brother will continue to buy, buy, buy.
"So, Wang, we agree with your judgment on the downward trend, central banks, multinational corporations, investment institutions and retail investors do not want the Australian dollar to go up and down, I suspect that the pressure here is too great, and the possibility of slow release will be greater......" Green's voice sounded on the phone: "This is also the reason why we attach great importance to your research report, you got the conclusion ahead of us." ”
Green Corner realized this in the process of completing the transaction, but what Green and others couldn't understand was why Wang Nuo didn't participate in the transaction and didn't get more and more complete data, but he could come to the same argument.
Does it mean that Wang Nuo can see this before entering the stadium and then ...... Looking for a more suitable entry point, whether he still has an analysis and inference process in his hands that he doesn't want to tell others, these things, Green Corner wants to get his hands on.
"Let's analyze the ups and downs first...... "Wang Nuo casually talked to the green corner.
It's just that it is nonsense, Wang Nuo's argument is deduced from the "definite quantity", and what he said casually will actually be more in line with the market trend, even if the impact of the difference in professional level is deducted, his analysis is more accurate.
Moreover, the green corner also tends to agree with Wang Nuo's point of view, and the two sides are actually concerned about things and cognition of probability.
As a result, what Wang Nuo said often skips certain processes and goes straight to the core, and these cores are also identified with by the green horn, what will be the expressions of Green and Jonas?
It is equivalent to the project that is leveled by a large machine in the green corner, Wang Nuo's side can be done empty-handed, this is the crushing of inhuman talent, my professional level can't be compared, but I can sniff out the abnormality when I see the data, so I ask you if you are convinced.
"Wang, you are wrong, it is not that there is no room for depreciation of the dollar, but the position does not allow it to bottom out again, do you know the approximate position of Meirui?"
"The Australian dollar has not appreciated against the dollar, but against most currencies, and its pressure is not only from the dollar, but in the way it is exerted. ”
"The renminbi is also going to rise, do you remember the import and export data? There is also the latest speech of your central bank, marketization, and political considerations. ”
Both Green and Jonas couldn't help but continue to add the parts that Wang Nuo skipped about, they were sad, but they were also looking forward to it.
Wang Nuo can handle the project that can only be leveled by driving a large machine in the green corner empty-handed, and give him an excavator? Is there a more accurate probability of coming out? That must be there.
So Green and Jonas really don't mind teaching Wang Nuo what they master, and they also hope that Wang Nuo will master these things as soon as possible, and then ...... Give bigger surprises.
Listening to the "amiable" words from the mobile phone, Meng Han had the posture of the green corner entering Tyrone International with his nostrils facing the sky in his mind, and he couldn't help but smile bitterly.
People are different after all, Wang Nuo can let the green corner patiently explain the foreign exchange market to him, and it is the green corner who takes the initiative to explain, if Wang Nuo doesn't want to listen, the green corner is still anxious.
"I feel sorry for my colleagues in the research department. Meng Han silently lit a lamp for his old colleagues in the research department.