Chapter 302: Unhappy Breakup
Robertson smoked a cigar and asked, "Lee, I heard that you put a lot of money into the Japanese stock market?" ”
"Not bad. Pen | fun | pavilion www. biquge。 info "Li Mo replied, what is a violation? It is not easy for people to find out their specific details, but it is very easy to check the approximate details.
"Can you explain why?"
The reason is simple: although the Cold War brought about a stalemate between East and West, it also brought about a lasting peace, which in turn brought development, which in turn led to the emergence of a large number of wealthy classes. Where do they invest their money? There is no doubt that it is Japan, and although the Japanese economy is developing rapidly, and although the U.S. economy is also good, the yen is strong, and the currency alone may bring a lot of benefits. A lot of hot money poured in, whether it was housing prices or the stock market. ”
"Lee, this is blowing bubbles."
"Mr. Robertson, this sentence should not be said to me, and it is clear in my heart that there is no risk in investing money in the stock market and futures? The smart people will withdraw when the stock market reaches its maximum, the unsmart people will withdraw early, and the less smart people will have to cut the price and cash out when the stock market falls. It's up to you to be more judgmental. ”
Li Mo has buried a pit here.
Japan is different this time, not only the normal bubble, but also the results of these people's blowing, when they will withdraw the funds, when the bubble bursts, it is not withdrawn, but a large number of short orders will be sold before the withdrawal.
It is said that two years later, Japan's stock market crash lasted for five or six years, and there were still a large number of short orders floating in the market.
That is, the Japanese stock market crash is the result of market factors and human factors.
"Aren't you short?"
"Bears...... Let's see, if you are sure, you will do it, and if you are not sure, you will not do it. As you know, I invested a lot in real estate, and my real income was good, but I didn't have enough money and had to take risks in the risk market. But when the money is about the same, in my mind, industry is still king. After all, there are many uncertainties in the risk market, and once the judgment is wrong, especially in the futures market, it will be liquidated in an instant. ”
"Li, I heard that you analyzed it alone for several votes?"
This is also what makes these bigwigs puzzled, don't look at these funds, there are also a lot of staff employed, and later the Man Fund hired 1,200 staff, some operate for the company, some collect intelligence for the company, and some analyze according to these information, and then submit the analysis report, so that the fund can seize the opportunity again and again to obtain the maximum return.
After inquiring about Li Mo's situation, many people didn't believe it.
"Mr. Robertson, this is even more helpless, why I am so slow to enter the industry, one is capital, the other is time, I am in school, I really can't spare more time. Including venture capital, I've also heard about your market-profit investment method...... It's good, but I don't have time to go to the company to analyze it. ”
Li Mo first led Robertson off the stairs, then glanced at James Simmons, who was talking to Hollick downstairs, and continued: "My investment method is simple, I call it lazy investment, or gecko investment. ”
It was Simmons who invented this theory.
"Oh, tell me," the owner of another fund was intrigued.
Li Mo's several funds have a good reputation, why, people don't take a cut. Can other key funds be successful? How much does it cost to pay for the employee's salary alone?
Think about it.
"Usually I ask Hollick to bring all the Wall Street Journals and the New York Times newspapers to China for me to watch, and I mainly watch these political and economic news, and then analyze the economic development behind it. As you know, the economy is also inseparable from politics, and even tries to calculate it with mathematical formulas. ”
"Can you tell us about this mathematical formula?"
"There's a great guy downstairs, ask Simmons, I'm sure he's even smarter than me, he's a world-class mathematician. My talent is not enough, I can only use mathematics to verify it. So I saw the stock market crash last year, and I couldn't judge the exact date, but fortunately I took precautions, otherwise I would have missed this opportunity. It's just that because the estimate is inaccurate, I thought that the probability of the outbreak on the 26th was a little greater, so I reduced a lot of income. ”
"What does it have to do with this gecko?"
"Under normal circumstances, I would be optimistic about certain industries in a country with a good economy, bring money over, buy their stocks, and then fall silent, and the opportunity will come, and I will be more than seventy percent sure, like a gecko, usually not moving, but when the time comes, I will quickly stick out my tongue and quickly catch the food. Although not as clever as Mr. Robertson's method, it is a strategy that I have to adopt because of my actual situation. ”
In short, Li Mo is very low-key and modest, and he also shows enough respect for these seniors.
Hao Lick also glanced upstairs worriedly, these people are hungry wolves who eat people and don't spit out bones......
Zhang Ting looked around boredly, and Hao Like whispered: "Zhang, Li Mo deliberately brought you over and let you see it." ”
"It's all a bunch of ......"
"Don't talk nonsense, most of the people here are the heads of venture funds, they are the real venture funds, and they can use any means."
"Ahh
"And these people have billions of dollars in their hands, remember, cash."
"Oh." Zhang Ting was frightened.
Hao Like is not scaring her, it is a fact, although it does not mean that the heads of each family have billions of wealth, they do control billions of wealth in their hands, even tens of billions, and the few have hundreds of millions of wealth in their hands.
The conversation upstairs got to the point.
Soros said: "Lee, we are also interested in entering the Japanese stock market, why don't we form an alliance?" ”
Li Mo was very unhappy in his heart.
Of course, you can't underestimate Soros, but he was pitted by various companions last year.
It can be said that the funds in his hands now are not as large as those in Li Mo's hands.
In the Japanese stock market crash, he used little money and did not make much profit, just the little brother of the Tiger Fund. But then he successively hollowed out pounds, Italian lira, and Mexican pesos, and finally allowed him to save enough capital to enter the Asian market.
The inside story is not what many people think, billions of dollars have made a mess of the entire East Asian and Southeast Asian economies, not only him, but many funds have followed, including the Tiger Fund, but in the Asian financial crisis, the Tiger Fund has become a supporting role.
He also has a set of business theories, the theory of reflexive interaction, which is to invest huge amounts of capital in the market that is about to "rise" to lure investors to buy feverishly, so as to further drive the market price up until the price goes crazy. When the market is about to collapse, take the lead in selling short, because the market is at its peak, fragile and vulnerable, so any wind and grass can cause panic selling, which will further exacerbate the decline and even collapse. Earn speculative spreads by going in and out at the turn of the ups and downs.
His methods are more ruthless and cunning, and he has four rules: 1. Wait patiently for the opportunity to appear; 2. Pick the weak to attack; 3. When attacking, you must be ruthless, and you must go all out; 4. If things don't go as expected, saving your life is the first consideration.
Saving life is not the life of life, but seeing that it is not good, don't be stupid, you have to cut the position in time, and lose it, but there is still the old capital, and if the old capital is there, there will be the capital to make a comeback.
Li Mo sneered in his heart, you have been cheated by your good friends, and you still want to come to trick me to offer your loyalty?
Why?
First, these people are all illegal operations, and if something happens, who will take the bag? Li Mo!
The second is that these people have huge funds in their hands, and if they go in by themselves, do they still have the right to speak?
Not only that, but under the operation of these bold people, if they don't make a lot of money, they won't be able to earn a penny by then, and they may lose nothing.
Li Mo said politely: "Mr. Soros, my funds are different from yours, the reason why the closed-end funds, at the beginning, I didn't want to bring other people to join. However, I felt that after I came to the United States, many friends helped me, so I brought some friends in one after another. ”
Don't underestimate my funds, I don't touch you, and you can't touch them!
"This time it was a helpless move, for the development of Yili, this is the public to raise some funds in, you know, the terms are very strict, and it is only after the purchase of a $500,000 Yili diamond membership card that 100,000 US dollars are allowed to enter the fund. This kind of alliance is not suitable for the operation of several of my funds, thanks to your love. ”
Soros said gloomily: "Li, the reason why you used to profit is that you are a small person, and no one can look down on the little wealth in your hand...... As a friend, you will find a broader world, for the enemy, your little capital is just a small wave in the tide of futures. ”
"Seniors, if you don't like me to enter the Japanese market, I will immediately retreat and specialize in my industry."
Anyway, this time the conversation was unpleasant, but Li Mo continued to maintain a humble attitude.
Walking out, Hao Like asked, "Is the person who comes good?" ”
"What do you say?"
"Boss, really pay attention to these people."
"It's not necessarily a bad thing, they're probing me, after all, the money in my hands can already make them interested. But I'm not probing them......"
After speaking, he thought in his heart, under normal circumstances, such as now, Robertson has nothing to do with himself, can he forcibly suppress the price of these stocks? The key is to hold it for a long time, and it was suppressed in January, but what about February?
Therefore, there are two killing, and one killing, which is to attract the stock market crash in advance...... But Li Mo is not afraid of this, as long as he doesn't insist on cashing out at the peak. And most of them won't...... Before and after the Japanese stock market crash, he also knew that when it reached its peak on December 19 and then hovered on this index, it was actually these people who began to withdraw their money.
Retail investors don't know, and they still think that the Japanese index can break through 40,000 points and continue to enter. And then on the first day of the new year, it detonates, why on the first day of the new year, because on this day every company has to make its financial statements public.
It's nearly 40,000 points, how low will the market profit be, and the emergence of a large number of short orders finally made all shareholders panic, and the stock market crash fell from the sky......
Therefore, there is another way, and that is to strangle yourself when you are short, after all, these people have enough money in their hands, and the blind optimism of the Japanese in the future.
On the surface, Tiger Fund has an absolute advantage, but in fact, it ......
Li Mo suddenly thought of the Xiangjiang stock market, and thought, I'm sorry, Xiangjiang people.
It's not sorry, I'm sorry for the time being, it's for the sake of the future strangulation of the quantum fund, which can strangle the quantum fund, and actually reduce the losses of Xiangjiang shareholders. If anyone does not offend me, I will not offend, but if anyone offends me, I will offend! Once the reason for death is recognized, no one can persuade it.
Of course, it will not be easy to strangle the quantum fund, but God will give him a great opportunity next year.
Li Mo straightened out his thoughts and said, "Uncle Qin, I have to invite a few good security guards when I go back." ”
"You're afraid of death...... I'm sorry, I'm sorry, I'm wrong, I'm wrong," Zhang Ting suddenly woke up, Hao Like said very clearly, there was a group of real cannibals in the mansion just now, and Li Mo broke up with them again, can you not pay attention to safety?