Chapter 120: A fork in the road
"It's approaching the $10 mark, and by the time they release their third-quarter financial statements, they're probably going to fall below $10 per share."
Bathed in the golden sunlight of the early morning, looking at the crystal blue and flawless sky, Jiangshan took a deep breath of fresh air, his expression seemed to be drunk, and his eyes were blurred, as if he was immersed in this good morning. It's just that what he said shows that he is still sobriety and sane enough at this time.
This is Yanjing, the morning of August 24, the day of the closing of the Olympic Games. After 16 days of fierce competition, the largest sports event held once every four years is finally coming to an end. Because China won the first place in the total number of gold medals in the history of the country, and wrote a strong stroke for this Olympic Games, so the Chinese countries are immersed in this kind of heavy joy, and Zhongshi and Jiangshan are no exception.
The two of them had come to watch the closing ceremony of the Olympic Games.
The only thing that made the Olympics fall was that on the very day of the opening of the Olympics on August 8, Russia and Georgia fought a small situation war for control of the South Ossetia region. Although the war lasted only 10 days and ended with the withdrawal of Russian troops, more than 2,000 people were killed in the war.
The world has always been in turmoil, and it is not surprising that there is a war. But strangely, the war took place on the day of the opening of the Olympic Games, which broke the Olympic period. There are no unspoken rules of war in the world, and the second strange thing is that this war happened to a polar bear next to Europe.
Since World War II, the greatest threat to European countries has been Russia. After the outbreak of the Cold War, Europe and the Soviet Union were in direct confrontation for half a century, and even after the collapse of the Soviet Union and Russia's entry into the CIS era, the whole of Europe and the United States did not give up their vigilance against them. Therefore, when Russia used its arms again, the euro immediately fluctuated sharply.
For most of the ordinary people in the world. It was only a skirmish that lasted for ten days, and the smoke cleared and continued to sing and dance. But for Bell Stone, this is definitely not an ordinary conflict. When the news of the start of the war reached his ears, his first reaction was that it was a conspiracy.
Soon the news began to spread in the market, and after two days of gathering news from all over the world, Zhong Shi finally learned the general truth of the incident: an unknown group of funds had bought off high-ranking officers in the Georgian army. The Georgian army first launched artillery attacks on the Russian side without authorization, because the two sides already had historical grievances, and in this case, the Russian army brazenly counterattacked, and the two sides fought the war.
Now the focus of the problem is on where this mysterious money comes from, although there has been no clue, but according to the principle of the greatest profit, investors generally believe that the euro bears in the foreign exchange market are the driving force behind this war. On this day, the euro quoted against the US dollar plummeted from $1.5320 per euro to $1.5016 per euro, a drop of 1.98%.
As of Friday the 15th, the exchange rate of the euro against the huàn dollar has not improved. It fell to 1 euro to 1.4671 US dollars, a fluctuation of 4.23% in just one week. This range is undoubtedly a huge shock for the foreign exchange market, if you count the leverage, the income in just one Friday can be easily achieved.
Profit makes people crazy and makes people unscrupulous.
"Breaking $10 is just around the corner, but it's hard to say later!"
Zhong Shi is also in a good mood, Yanjing has always been troubled by haze weather. Grey skies became the norm, but during the Olympics. Because of the environmental protection and the beauty of the sky, the sky is blue most of the time during this time, which is really pleasant.
"Can't say?"
Jiang Shan's brows suddenly furrowed, he knew that Zhong Shi was thinking about himself again, Zhong Shi was always trying to think about Jiang Shan during this time, and Jiang Shan was not used to it at the beginning. But he soon got used to the conversation, which kept his brain thinking.
After pondering for a moment, his brows furrowed, "Zhong Sheng, are you thinking?" What happened to the Kaminmen Brothers' stock price after it fell below $10? After all, Bear Stearns was bought at $10 per share, and if the share price of Kamison Brothers falls below $10, then the Fed will face an important dilemma: whether to bail out Bearing Brothers now, or watch its stock continue to fall until it gets out of control. ”
"Yes, it's not right!"
Zhong Shi glanced at Jiang Shan approvingly, and then added, "Not only the Federal Reserve, but also in front of the market. One is to continue to choose to short the Rehman Brothers, betting that it will eventually go bankrupt or be acquired for less than $10; On the other hand, based on Bear Stearns' lessons, investors believe that the Fed will not let the Kamison Brothers finish the game and will definitely come to the rescue. With Bear Stearns' asset size and market influence, it can eventually be sold at a price of $10 per share, so what kind of price the Kaminmon Brothers, which have several times the impact on the market, will sell, depends on the judgment of the market. ”
"To put it simply, because of the Kaminari brothers, the market will set off a big gamble. Maybe it's not just the Kamison brothers, but also Midland Securities, which is also on the cusp of the storm, and their recent life has been too good. The Fed has also been widely criticized for interfering in Bear Stearns' operations, and this time it depends on whether they can withstand the pressure of public opinion and continue to bail out such large financial institutions, or whether they are forced to allow such institutions to 'die a natural death'. Regardless of what the Fed takes, there will be a strong opposition of expectations in the market. ”
"Maybe that's the charm of the market!" Zhong Shi finally said unsatisfactorily, "I'm afraid that only one or a few people in this world know the answer, but they will definitely not reveal it to the outside world until the final result is announced." ”
"Isn't this similar to the default on the Russian national debt?" Jiang Shan's face showed a thoughtful expression, "Bernanke must know, and Paulson and the President of the United States should know." Maybe Dick. Fude knows it, but not necessarily. Oh my God, get the news from these people. This is indeed an unlikely thing. By the way, Zhong Sheng, what do you think will be the final situation? ”
Speaking of this, Jiang Shan suddenly discovered something, the expression on his face immediately became exciting, and the gaze looking at Zhong Shi was also full of playfulness.
"Me?" Zhong Shi touched the tip of his nose in embarrassment. smiled and pointed to the gymnasium not far away, "We've arrived, let's talk about the gymnasium first." After speaking, he didn't care about the country, and walked forward in great strides.
Seeing that Zhong Shi did not accept the offer, Jiang Shan angrily made a middle finger gesture towards Zhong Shi's back, with a look of disdain.
……
"The boss wants to ask, what is behind the recent situation in Georgia and the decline of the euro?"
The final song and dance performance was just when there was jubilation and singing and dancing. A figure quietly sat down beside Zhong Shi, and when several bodyguards around Zhong Shi were about to stand up, they saw Zhong Shi wave his hand slightly, and they sat down again as if nothing had happened.
Gao Dongfang obviously noticed the abnormality around him, and couldn't help but smile bitterly, "Mr. Zhong, I said that your formation is big enough." You don't look at what the occasion is, even if it's a terrorist. And make sure they can't make a storm here. ”
"Just in case!" Zhong Shi didn't care about Gao Dongfang's ridicule and sarcasm. smiled faintly, "I have a lot of enemies now, especially in Yanjing, they can do anything." ”
Gao Dongfang's face suddenly became a little solemn, and after lowering his head and pondering for a moment, he said, "Really? If you need it. I can send a few people to you, from Ouchi. He added: "I really didn't expect them to be so mad and so despicable that they could resort to such despicable means, which is really surprising." No way. I have to report this to my boss. ”
"Calm." Zhong Shi was taken aback, Ouchi master? This is not something that ordinary people can second, "I'm just planning ahead." If there is a need, I will not waste such an opportunity. So far, I haven't tried to feel protected by a master Ouchi, and it's cool to think that I have the same treatment as a leader. ”
An intoxicated expression appeared on his face, which, of course, was just a joke.
Gao Dongfang felt angry and funny, the funny thing was that the other party actually started to be obscene, and the angry thing was that after chatting for a long time, Zhong Shi never answered his question positively. It seems that if you want the other party to speak, you have to work harder. At that moment, he gritted his teeth and said: "I won't tell you, the boss and several other bosses have been discussing how to face the financial crisis recently." It is said that they are drawing up a huge economic stimulus package to get rid of the current sluggish external economic impact and let China's economy continue to grow at a high speed. ”
"Finally said a little dry stuff!" Zhong Shi thought silently in his heart.
"But because the euro is falling, the boss urgently needs to know what will happen in Europe in this situation." Gao Dongfang's eyes were still fixed on the stage in the center of the gymnasium, and he even applauded and cheered from time to time, and he couldn't tell that he was talking about a major event related to the country's economy, "I have violated the principle of confidentiality by saying so much. Now, Mr. Zhong, can you help me analyze the current economic situation in Europe, the impact of the current financial crisis, and the impact on China's economy? ”
"You're big enough." Zhong Shi was surprised, he was indeed surprised, originally he just wanted to pinch the other party, who would have thought that the other party would reveal such a state secret, but for him, this relationship is not very big, and his main battlefield is still in Europe and the Americas. Since the other party was sincere, he naturally would not hide it anymore, and replied happily at the moment, "Europe is also facing a fork in the road now, and Europe's problems are by no means lighter than those of the United States." I'm sure you've seen a little bit of the war in Georgia. ”
"Yes!" Gao Dongfang nodded heavily, "Originally, our think tank analyzed that this was a sabotage activity against the Olympic Games, with the purpose of discrediting this grand event. But judging from all kinds of information in the past few days, the war that broke out this time is by no means only for this purpose, and there is even a conspiracy behind it that is greater than Russia's use of force to make Europe a threat! ”
"Not bad!" Zhong Shi sighed, "Just now, I haven't figured it out yet. But when I saw the president of the United States appear, it was clear. The United States is leading the way to the east! Because there are crises in both the United States and Europe, but in terms of strictness, European financial institutions are far safer than those in the United States, except for the problems with the bonds of some countries, so far the entire European financial community is still in a relatively safe state, which makes the world's funds flock to the Europa continent. This move by the United States is too ruthless, not only to make Europe not alone, but also to make European leaders worry about the value of the euro in the next few years. ”
"Europe's leaders know this, too, so they face a dilemma." "The choice they face is whether to continue to cooperate with the United States and endure the exploitation of this financial war, or to regain benefits from the rest of the world," Zhong continued. ”
Gao Dongfang was so surprised that he couldn't keep his mouth shut, and he didn't even hear Zhong Shi's words, "With the broken arm of Europe, and the problems of the United States' own economy, Huaxia can only rely on its own market now." ”
As the singing and dancing entered the climax, the big screen in the stadium was also given to the leaders present one by one, and at this time, the camera swept to the President of the United States, only to see him smiling and applauding warmly, obviously strongly attracted by the theatrical performances in the venue. (To be continued......)
ps:ps: Ladies and gentlemen, have you been trading stocks lately? A-shares are changing, be careful. By the way, I would like to thank the book friend Xiaoqi for the miracle of civilization, the wind waiting for the mooring, yuerwa, and I am a little dust to vote for the monthly ticket! R1292