Volume 3 Chapter 186 A strong smell of conspiracy
It took 10 days to install the three wind turbines, but instead of being deserted, the farm became a little more noisy. Pen × fun × Pavilion www. biquge。 info Because the 4th Silent Farm Junior Soccer Cup started.
Although Li Sheng is quite concerned about this matter, after three sessions of this cup, the experience of the farm is already sufficient. The only uncertainty is that for the first time, the farm's soccer school has officially formed a team to compete. However, Li Sheng can't still put as much attention as before.
There's a lot more he's been dealing with personally. Although Qiu Desheng has already helped him put together a management team. But this team has not yet gained his trust, and some more secret things are still not handled by them. They just stayed in Huaxia to help Li Sheng manage several companies in China. And their first task after accepting Li Sheng's employment was to acquire the winery that Luo Zheng had mentioned to Li Sheng before. Only now there is definite news.
Li Sheng and Qiu Desheng both know very well that this matter is a test question for this team. Therefore, Li Sheng will not take the initiative to ask, and Qiu Desheng rarely reports.
Li Sheng is on a video call with Finn.
The day before yesterday, after several months of back and forth between the bulls and bears in the crude oil futures market, OPEC finally reached an agreement and decided to reduce OPEC crude oil production by two million barrels per day starting this month. Because the news came relatively suddenly, this good news stimulated crude oil prices to rise by 8.6% on the same day.
However, the United States reacted yesterday by not only releasing the domestic consumption index for April, which was lowered by 0.2% percentage points. This data shows that the US economy is not doing as well as expected. Of course, that is not enough to have too much negative effect on crude oil prices. In addition to this, the United States announced that it would reduce its diesel reserves by five million gallons in May.
However, the United States was a rest day yesterday, and this news has not yet acted on crude oil prices. However, the market judges that there will be some fluctuations in crude oil prices, and as for whether crude oil prices will rise or fall in the end, it depends on whether the oil-needing countries that have a relatively large impact on the crude oil export market by the United States and China have a back-up move.
If not, the price of crude oil will definitely go all the way up, and if it is, then crude oil may fluctuate upward.
It was these analyses that Finn conveyed to Li Sheng. At the same time, he also hopes that Li Sheng can invest some of the remaining funds in the market: "Li, there are indeed some risks in the market now. However, the performance of the past month has also proved that the market is inclined to the rise in crude oil prices. The power of capital is far greater in the world of capital than the influence of the state. The United States is an economically free world. That's all he could do. Over the next two trading days, the price will almost certainly drop a little. But it's a good opportunity to take advantage of the dip. ”
Li Sheng looked at Finn on the screen and said sincerely, nothing more than wanting him to invest the remaining three billion dollars of himself in multiple markets.
Yes, the five billion dollars he had put in Finn before had only been used for two billion. For more than a month, he has been holding long positions with five times leverage. It hasn't moved since. That position, after the sharp rise in oil prices in the last trading day, has brought him $800 million in book income. Of course, maybe it will be lost back on the next trading day.
Li Sheng thought for a moment before looking at the camera at the top of the screen and said, "Finn, I want to know how sure you are about holding the short side in the next few trading days?" ”
Finn probably didn't expect him to ask that, but he quickly reacted and said confidently: "I think there is an eighty percent chance that the bulls will withstand the pressure." ”
Li Sheng pouted in his heart, but the expression on his face did not change: "Then I can agree with you to help me build a position with five times leverage." ”
Finn wasn't entirely satisfied with this, and his original goal was to expect Li Sheng to come up with $2 billion to operate with eight or ten times leverage. However, since Li Sheng has already decided, he can only talk better than nothing.
After a few more words, the two ended the call.
Li Sheng leaned back on the sofa and closed his eyes. He was also in a tug-of-war in his head. Finn's side has invested a lot. Did the team Luo Zheng find also follow up?
Although both sides made some money because of the last trading day. The money that didn't go into his pocket wasn't his money. Now that team has 5 billion funds in his hands, Li Sheng still has 5 billion funds. If the price of oil rises next, it will not be easy for this money to absorb short orders in the market. If the price of oil falls, it may be possible to issue an additional billion dollars in a day.
Although the money is not too much in his eyes. But I will still think carefully when choosing.
In fact, Li Sheng knows that although speculation depends on the vision, it is also gambling, but this gamble is not about whose technology, but whose capital is abundant. In a situation where the fundamentals are similar now, the side with strong capital will eventually win. So no one would think about how many people had fallen on the road before this victory and became food for the crocodiles. All people who play speculation do not ask themselves or others how sure they are.
Because no one knows what kind of changes will happen to the fundamentals.
Li Sheng hopes to know more things that can affect the fundamentals. After thinking about it for more than twenty minutes, he dialed Ali's phone.
"Lee, are you okay?"
Li Sheng couldn't help but laugh when he heard Ali's laughing voice, and said, "I'm all right." It's just been busy lately. What about you? Where to enjoy life now? ”
"I'm in Hollywood. Are you coming? The beauties here are amazing! Ali joked.
Li Sheng said with a smile: "I really want to meet the beauties of Hollywood, but I can't leave for the time being." ”
"Well, then you won't call me just to envy me for being able to enjoy life."
Li Sheng organized his words and asked, "How long have you been in the United States?" Do you have an understanding of the direction of domestic policy? ”
Ali on the other end of the phone put away his smile and didn't speak for a long time.
Li Sheng knew that he understood what he meant, and he was considering whether to say it. Otherwise, he can just be perfunctory, and he doesn't have to be silent at all.
Sure enough, Ali finally said, "They intend to hold out for at least three months, hoping to reach between one hundred and twenty and one hundred and thirty and maintain it for about a month." The other party said that it was understandable. ”
What he said was confusing. However, Li Sheng knew the inside story, and immediately automatically translated his words: OPEC, which is mainly composed of Middle Eastern countries, plans to raise oil prices to more than $120 within three months, and intends to maintain this price for a month. They have at least discussed this plan with the United States. The United States acquiesced in their move.
Although he does not understand why the United States would acquiesce to OPEC to raise oil prices. But he didn't feel the need for Ali to lie to him. If he loses, Ali will not get a penny of benefit.
"Will there be any variables?" Although he got some inside information, Li Sheng knew that nothing was absolute.
"Russia and Central Asia." Ali only said three words to his question.
Li Sheng was stunned. In addition to OPEC, there are only a few countries that can export large quantities of crude oil. One is Russia, one is Kazakhstan, and the other is Canada.
Russia will not have a superficial price reduction because their domestic crude oil production costs are higher than those of other countries. It is said that if the international oil price is lower than $55 a barrel now, they will lose money. And the production cost of a barrel of crude oil in Middle Eastern countries is only a dozen dollars.
Therefore, five years ago, in order not to lose money, Russia had to raise the crude oil export tax in the hope of raising international crude oil prices when it could not reduce production.
Kazakhstan is an emerging oil exporter, and its main export destination is China. But its oil production is not too high to affect the big picture. As for Canada, crude oil is mainly extracted from oil layer rocks, the cost is relatively high, and the export volume is not very high. The rise in oil prices should also be welcome.
Li Sheng knew that Ali had said enough, so he said, "Thank you." Come to the farm and play when you have time. I won't bother you to enjoy life. ”
Ali breathed a sigh of relief in his heart, he was really afraid that Li Sheng would continue to ask. Seeing Li Sheng's interest, he smiled and said, "If you have time, you can come to the United States." I'll probably have to stay here for a while. ”
Li Sheng smiled and said, "If I have time, I will definitely go." ”
The two hung up. Li Sheng savored Ali's words again.
It's not that he doesn't believe it, but he thinks it's a little weird. The United States, the world's largest importer of crude oil, has agreed to a sharp increase in crude oil prices. This is certainly not normal. And Ali's words also revealed a news, that is, in fact, the supply and demand sides of world oil prices are discussed to a certain extent.
Is the U.S. here to play a game in the futures market?
Li Sheng felt that it was not impossible. The White House is far from Wall Street though. But Wall Street's tentacles have been poking in the chrysanthemum of the US president. This is especially true of those parliamentarians. It is not impossible for Wall Street to want to make a fortune and then influence US policy.
He has thought of several possibilities, such as curbing the Asian economy and so on. But he is not an analyst of the international situation, and he is not sure what is in all this.
However, he can be sure that oil prices will definitely rise in the future. So he called Luo Zheng and asked the trading team to build a position of at least $4 billion in the next trading day.
Although this is a relatively risky one, as long as the oil price does not fall by more than 8% from the current level, he does not need to invest any more money to pay margin. If it exceeds this range, he thinks that investing another $1 or 2 billion will guarantee that he will not blow up.
As for the later operations, he believes that professionals know better than him. Just let them do it when the time comes. But now he had to make up his own mind.
Since Ali didn't say anything about it when he told him, he thought that maybe the OPEC countries didn't want anyone to know what they were up to. Since that's the case, he can't be exposed. Although I don't know the plans of OPEC countries, they are definitely plans to get rich, and cutting off people's financial routes is the most hateful. He is not living a quiet life now, and there is no need to take the initiative to find trouble. (To be continued.) )