"The presidents of the United States have come forward to speak, and it seems that they have indeed given up on bailing out the market!"

Gao Dongfang shook the goblet in his hand lightly, the blood-like red wine looked enchanting and weird under the bright light, and the superb cigar in his hand lit up green smoke, swallowing clouds and spitting fog but could not cover his tight eyebrows.

This is a high-end private club in Shenzhen and Hong Kong. Two days ago, when the news of the bankruptcy of the Kaminari brothers spread, Gao Dongfang held a two-day meeting in Yanjing, and then went south non-stop to ask Zhongshi for advice, and the location was Shenzhen, which is only one step away from Hong Kong.

Dressed in bathrobes, the two had just undergone a full-body massage before being ushered into a quiet room that only distinguished guests could enjoy. After lighting the calming sandalwood, the bewitching and sexy waiter retreated unwillingly, not forgetting to throw Zhong Shi and Gao Dongfang a resentful look.

To be able to appear in this kind of place, it is naturally either rich or expensive, and these waiters naturally hope to be favored by the other party. It's just that they are destined to be disappointed today, because neither Zhong Shi nor Gao Dongfang has any meaning in this regard.

Drinking red wine and cigars, listening to the sound of the bamboo forest outside the window, this was originally a very pleasant thing. But Gao Dongfang, who was half-lying on the bamboo chair, didn't have the heart to appreciate this qiē at all, "I said Zhong Sheng, aren't you going to give me a little bit of construction?" ”

"You have completely defeated Zhang Hang's family, there are still so many things to consider?" Zhong Shi glanced at the other party, slowly exhaled the smoke in his mouth, stretched his waist, and teased, "I think the seat behind you should be given to you to sit, you think more than him!" ”

"Hey, Zhong Sheng, don't laugh!" Gao Dongfang couldn't cry or laugh, pointed at Zhong Shi and shook his head, "How much am I thinking about it?" Think of that one. All foreign and domestic affairs have to be considered, which detail is the livelihood of millions of people, but it is much stricter than my responsibility, how can I dare to compare with him? ”

Although Zhang Hang's family lost a lot of money because of their failed investments in Freddie Mac and Fannie Mae, they did not fail completely. You know that they also have an account that is currently profitable, and it's up to 100%, which gives them a voice. ”

Because of the purchase of Freddie Mac and Fannie Mae shares, after the "two houses" were held in escrow, these stocks were reduced to only two dollars per share, which basically equated to the loss of most of the wealth. So Huatou was scolded half to death by the masses who didn't know the truth, but in the eyes of people who knew the inside story, Zhang Hang and his team had to bear all the responsibility for this, so their status inside the house plummeted. If it weren't for the gains in the German capital market, Zhang Hang and his team would have been swept away by now.

"I'm afraid that this time there are also many American institutions that have made the wrong bet!" Gao Dongfang turned sideways and changed to a more comfortable position, still worried, "Which aspects of the market need to be supervised by the government, and which ones are not, this has always been the focus of debate in the economics community." Even in the United States, the jury is out on this. This time, however, the U.S. government gave up on bailing out the Kaminami brothers. However, it has won a lot of praise, and it seems that their government still advocates economic liberalization. ”

"Not necessarily!"

Zhong Shi snorted coldly. "Although I don't know the exact circumstances, I can be sure that most of the Kaminmon's dealings are outside the United States." That is, if they declare bankruptcy protection, the impact on investors in the United States will not be as great as imagined, otherwise the US government would not have bankrupted them so happily. If it is another company with influence in the United States. I'm afraid that the U.S. government will come to the rescue regardless of what happens. ”

"Really?" Gao Dongfang opened his mouth and wanted to say something, but he couldn't say anything after all.

"Recently, there have been rumors that AIG is in crisis." Zhong Shi ignored him and continued. "This is a top-tier insurance agency with a wide range of operations in the U.S. and globally. According to the influence of the financial ecological chain, the consequences of CDS are about to surface after the consequences of the huge danger caused by the CDO are revealed. If Bear Stearns, Kaminari Brothers, etc., are giants in the CDO market, then insurance giants like AIG are the hegemons in the CDS market. If something goes wrong with such an institution, it would have a huge impact on the U.S. domestic insurance market, and I don't think they would ignore it as they did with the Kaminmen brothers. ”

"AIG?" Gao Dongfang pondered for a moment, and suddenly said, "Zhong Sheng, since you are aware of the crisis of the Kaminari brothers, I believe you have made a lot of money on this, right?" Let me guess, is there $10 billion? ”

He originally said a joking remark, but he didn't want Zhong Shi to really take his fingers seriously, "The income from short selling is between $4 billion and $5 billion, the income from short-selling warrants is about $300 million, and the income from CDS is $1.2 billion, which adds up to about $5.5 billion to $6.5 billion." ”

"It's a pity that I still earn too little!" Zhong Shi finally bared his teeth and said with a regretful expression on his face.

“……”

Gao Dongfang gasped, looked at Zhong Shi, who was still unfinished, incredulously, and was speechless for a while. This figure is even a 2% yield for a sovereign fund with a total capital of 100 billion US dollars like China Investment Corporation, and Zhongshi is still too little. You must know that the money earned by Huatou is the country's money, and most of the money Zhong Shi makes now goes into his own pocket.

This may be the difference between me and him, Gao Dongfang thought silently, completely unaware of the fundamental gap between the two sides.

"By the way, two days ago John. Mark approached me and asked me if I would be interested in investing in Stanley, what do you think? Zhong Shi took another sip of his cigar before he suddenly remembered something.

"Investing in Stanley? 10% stake? Gao Dongfang's nerves tensed up suddenly, "What are your plans?" ”

Because Huatou once bought shares of Stanley Company in the market, and held convertible bonds some time ago, the combined shares of the two have exceeded 10%, becoming one of the veritable shareholders. Because holding more than 10% of a stake in a U.S.-registered company would trigger additional information disclosure requirements, it is highly likely that Huatou will choose to reduce its holdings in the market before this part of the convertible bonds can be converted into shares.

This part of the information disclosure includes the name and address of the investor, as well as the benefits obtained from non-ordinary business activities. For sovereign wealth funds, this part of the content cannot be disclosed to the public at all. Therefore, it is impossible for Huatou to increase its holdings to more than 10%.

But the reality is that at present, Huatou owns 2.49% of Stanley's common stock and 9.86% of its common stock convertible bonds, which will not be executed until two years later. So far, Huatou only owns 2.49% of its common shares on its books.

That's the investment opportunity, and the Stanley stock now has long-term investment value. At least it's more than half cheaper than when Huatou first entered. If this part of the equity can be acquired at this time, it will not only help reduce the cost of building a position in Huatou, but also facilitate the investment within two years.

In the blink of an eye, Gao Dongfang thought through these links, and therefore came to a conclusion: this would be a good long-term investment. But the problem is that Stanley did not ask for the opinion of Huatou, but asked Zhong Shi, which made Gao Dongfang a little unable to sit still.

In terms of strength, Tianyu Fund can be said to be on a par with Huatou. On the shrewdness of investment. The other side is still superior, maybe more than that. If Zhong Shi hadn't deliberately kept a certain distance from them, the two sides would have done it in a certain market.

Although he has the backing of the country, Gao Dongfang does not think that his team can defeat Zhongshi's team.

"I don't have any thoughts about them!" Zhong Shi only used one sentence to dispel the other party's concerns, "First, I don't have a good impression of this company, and even if I can make money, my interest is not very great." The second is that you're already involved in it, and I don't want to be your enemy. ”

"What I never understood was. Why do you have such thoughts? Gao Dongfang finally couldn't help but ask, "Although Huatou has not been established for a long time. But we're not here to make you jealous, are we? Of course, if you're not convenient, just when I didn't ask. ”

Zhong Shi smiled, "It's not you who I'm afraid of, but the forces behind you. Look at your own internal fighting, you can't get along. I, an outsider, came in again. I'm afraid they will all die in the end, and there will be no place to bury. I just want to be a pure investor, not a white glove for some interest group. Therefore, whether I moved to Hong Kong at the beginning or avoided it with Huatou today, it was all for my own safety. To tell you the truth, just these few years. No less than a dozen forces have approached me, either openly or implicitly, offering me at least a share of at least 10 percent as long as I can legalize their money and move it out of the country. ”

"Is there such a thing?" Gao Dongfang's face changed suddenly, although these were not within the scope of his control, he still hated this kind of behavior. Of course, he also knew very well why Zhong Shi would say this to him, naturally he wanted to figure out the person behind him.

"Not bad!" Zhong Shi looked at Gao Dongfang seriously, and said word by word, "And the position of the person who came is very high, so high that you can't imagine it, and you can almost be on an equal footing with the person behind you." ”

"I see!" Gao Dongfang nodded heavily and did not continue to dwell on this issue. Both he and Zhong Shi knew that it was no longer appropriate to continue talking.

"As for Stanley, I'll discuss it when I get back, and I'll give you an answer." Gao Dongfang thought about it, and after all, he didn't make a decision on the spot, so as not to give someone a handle, "Within three days." ”

"Three days?" Zhong Shi sneered, "Gao Sheng, maybe you still don't understand, how fast the market is changing now?" Three days may be a high efficiency for you, but it may not be enough for the current market. Any idea what happened last week? On Friday, Bank of America was still vowing that it was interested in the Kamisman brothers, and on Monday they announced the acquisition of Merrill Lynch. If you really want three days, maybe Stanley & Co. will go bankrupt by then. ”

"What?" Gao Dongfang was confused, but the next moment he immediately reacted, "Zhong Sheng, do you know anything?" ”

"Of course, John. . . Mark is in a hurry! Zhong Shi said lightly, "Do you know what's going on in the United States?" To be precise, these things are happening in Europe, not in the United States. The London branch of Kamison Brothers lent out some of the hedge funds that had placed them with collateral, and because they entered bankruptcy proceedings, the collateral was naturally frozen, which meant that the hedge funds were suddenly disqualified from trading and were removed from the exchange. ”

"Do you know what that means?" "Although the market has lost billions of dollars in liquidity, the panic caused by this is simply catastrophic. Because other investors are immediately thinking about taking cash out of Stanley, from institutions like Goodman, John Brown. Mark couldn't sit still now. ”

"Huh?" Gao Dongfang was shocked.

It was only at this time that he really realized that the gap between himself and Zhong Shi was simply incomparable. (To be continued......)

PS: I'm sorry to keep you waiting.,It's been so hot these days that I'm almost out of breath.,Thinking is a lot slower.,It's really hard to have a room without air conditioning.,Please be able to understand the author's code word...... Thank you for these two days, book friend Yuerwa, September's one, and cpower for voting for the monthly ticket!