"Long time no see!"

At JFK Airport, the moment Bell Stone stepped down the gangway, Paulson immediately stepped up to him and gave him a strong hug.

During this time, Zhongshi has been in Europe and China, and has not appeared in North America, and there is no news about Tianyu Fund in the market. Despite knowing that Bell Stone had withdrawn from the plan to short Europe, Paulson still longed for Bell Stone to lead them to something.

So when Zhong Shi appeared, he was keenly aware that the situation had changed.

"I guess there's something big going on, I think."

He lowered his voice and whispered to Zhong Shi, "I've been dormant for so long, it's time to come out and do something." ”

"Haha, I've been doing things, but you don't know it."

Zhong Shi snorted and avoided Paulson's question, "I recently found out that the real estate business in Huaxia is very profitable, and it can be called a huge profit, so I went in and got involved." Tsk, you can't imagine that the profit margin is frighteningly high, even the industry with the highest profit margin in the world, I am afraid it cannot be compared with Huaxia's real estate! ”

"Really?"

Paulson replied disapprovingly, "Is it said that there is more than 30 percent of the income in a year?" If that's the case, that's amazing! ”

In the U.S. real estate market, profit margins are very low, and the commissions of brokers are only in the single digits, which is still a good time for the year. And once there is a real estate crash like the one in '07, countless people will give up their properties, which will lead to a mess in the whole market. The situation is similar to that of other industries in the United States, so many people are increasingly devoting themselves to finance and high-tech, which are the most lucrative.

But in China, the situation is the opposite, because the monopoly of land resources makes the whole market completely unliberalized. In addition, the birth tide of babies catches up with the wave of urbanization, so that the rigid demand is very strong. In such a situation, the government has masterfully manipulated the means of relying on the sale of land for fiscal revenue, and the remuneration for the hard work of generations has only been filled into rising housing prices.

In later generations, a world-renowned high-tech company in China was also forced to relocate because it could not bear the soaring housing prices, which caused a sensation for a while, but still did not help the overall situation.

Zhong Shi saw early on that the housing price in Huaxia was a game of beating drums and passing flowers, but the cycle of this game was a bit long, so he dared to break in and make a pot of gold.

"50%, that's just the general profit level in the industry!"

Zhong Shi smiled slightly, and gave a figure that left Paulson dumbfounded, "Even though the government collects a lot of complicated taxes at various stages, even so, real estate companies can still get such an amazing number." And in large and medium-sized cities, housing prices are still rising, with an average annual increase of more than 20%. This means that even if you don't sell, you may still be able to make more profit in the future. ”

"Oh my God, how can this be?"

Paulson exaggerated, "God, should I be a part of such a good thing?" It's crazy to be able to make 50% profit while you're sitting. No, I have to get involved! ”

His tone became firm.

"Sorry, the government stipulates that foreign capital cannot enter China's real estate market!"

Seeing Paulson's expression, Zhong Shi couldn't help but smile bitterly and poured cold water on him, "Because the construction industry can absorb a large number of local labor, the possibility of foreign capital entering is almost zero. In addition, the price of local labor is low, and even if foreign capital can enter, it is impossible to compete with local real estate developers. So it's more practical for you to hold some real estate stocks. ”

"That's a shame."

Paulson shook his head and sighed as he walked towards the reception van, "I'm not familiar with your market, so I have no intention of entering it anytime soon." ”

He said it quite tactfully, but the meaning was very clear, that is, not to enter the capital market of Huaxia.

"By the way, what are you going to plan this time?"

After scribbling into the car with Bell Stone, Paulson snapped his fingers, and the Mercedes sped out of the private jet's warehouse and headed straight for his hotel in the city. In the back seat, Paulson pondered for a long time, but finally couldn't suppress the curiosity in his heart, and took the initiative to ask, "I believe that you have endured it for so long, and now that you have reappeared, it should be the right time, right?" ”

"Yes, I'm ready to attack Italy and Spain!"

As soon as Zhong Shi spoke, Paulson was taken aback.

"What, I heard you right, did I?"

He shook his head vigorously twice, as if he suspected that his head was not bright, and looked at Zhong Shi again, and found that the other party was serious, without the slightest intention of joking, and immediately felt a pang in his heart, sat up, and asked solemnly, "Mr. Zhong, is what you said true?" ”

"Of course!"

Zhong Shi's face straightened, and he didn't smile, "I don't joke when I'm trading, I don't think you've seen me joking, right?" ”

"That's right!"

Paulson tilted his neck and thought about it, then nodded subconsciously, "Not really." But...... But didn't you come to an agreement with the European side? Why, and now they are going to tear up the agreement again? ”

He was puzzled. Because he knew the ins and outs of the whole thing, and even knew the methods used by the European governments against Bell Stone. But now Zhong Shi is going to repeat the same mistakes, which makes him feel very incredible.

"I said I was going to attack Italy and Spain, and I was talking about the news!"

It was only at this time that Zhong Shi's face showed a slight smile, and he relaxed his demeanor and said to Paulson, "But I don't really want to attack these two countries." Remember, it's just rumors. ”

"I see!"

It dawned on Paulson what was going on, but he soon realized another question, "But why are you making such a noise?" Is there any follow-up means? ”

"What do you think of the current economic situation in Europe?"

Bell Stone pondered for a long time about Paulson's question before he said, "Also, before you do that, you must promise me one thing, that you must not reveal everything I am saying now and later, to anyone, including your wife. ”

"Is it that serious?"

Paulson's expression suddenly became solemn, and after hesitating for a while, he raised his right hand to the sky and solemnly swore, "I swear in the name of God that everything I have heard today will never be leaked to the public." ”

"By the way, why are you asking me about the economic situation in Europe?"

After solemnly swearing, he looked relieved and continued the topic just now, "According to the data they disclosed this month, there has been no improvement at all. Most seriously, European countries generally have high unemployment rates, and half of young people are able to reach a frightening percentage. I really can't imagine how Europe should survive such a difficult time. ”

"It is nothing more than lowering interest rates and stimulating the circulation of funds to the production sector."

Zhong Shi said lightly, "If you enter the liquidity trap, then implement a long-term low interest rate policy, so that people's expectations will fall, so that even in a long cycle, capital will have to be invested in the field of production." Of course, if none of that works, I don't know what to do. ”

"What do you mean......"

Paulson was shrewd, and after a little contemplation, he guessed what Bell Stone meant, "The European side is going to implement QE?" They've been lowering interest rates for months, is that all they can't wait? ”

His face was pensive, and he kind of understood why Zhongshi wanted him to swear.

Soon, a look of ecstasy appeared on his face. Like Zhong Shi, he quickly spotted the arbitrage opportunities in it. The opportunity was so great that he trembled with excitement.

"Tell me where you can set a trap!"

Seeing Paulson's expression, Zhong Shi sighed in his heart, sure enough, no one who can mix in this circle is a fool, and Paulson is one of the representatives. In fact, not only is he not stupid, but he is also terrifyingly shrewd.

"Set a trap?"

Paulson struck a slap of excitement, but quickly came to his senses and said, "Is this an attempt to set a trap for American capital?" Is it to take advantage of the so-called Italy and Spain, or is it the opportunity of QE? ”

"Think for yourself!"

Zhong Shi's face was unfathomable, and he didn't break it, but he just said, "The European side is very determined this time. If the whole plan is implemented, it will not only shock the world, but will also be able to completely cut off the covetousness of European capital. Believe me, this could be the biggest financial war in history. ”

"So exaggerated?"

The corners of Paulson's mouth twitched twice, and he lowered his head and thought for a long time, before he replied uncertainly, "If it were me, it would be to make a fuss about the national bonds of Italy and Spain, you must know that the scale of the bonds of these two countries has reached hundreds of billions of euros, and even the capital that can be leveraged is close to one trillion, which may be the largest financial battle in history, right?" ”

That's all he can think of.

"Wait and see, I won't tell you what happens. But as your friend, I can only advise you to stay away from this place of right and wrong! ”

Facing Paulson's eager eyes, Zhong Shi only shook his head slightly, and did not say anything, but pointed to the scenery outside the window and said, "The destination has arrived!" ”

Paulson didn't notice it, and in the middle of their conversation, the two had arrived at the hotel in the city center. He hurriedly got out of the car, then ran respectfully to Zhongshi's side, and opened the door with the surprised eyes of the doorman.

"By the way, find me a few familiar reporters, I need to spread the news!"

The moment he got out of the car, Zhong Shi suddenly remembered something, "Also, recently in New York, if there are any social occasions in the financial industry, don't forget to count me." I'm going to make a high-profile appearance! (To be continued.) )