"I have carefully studied the fact that in December the Greek government will publish its fiscal position and the deficit is expected to hit a new record. If we're going to launch, this is the perfect time. Now there is only one question, who can get the three major rating agencies to downgrade Greece's national debt? ”

Zhong Shi's eyes were burning, he looked at the people around him, and said seriously, "Several of them are all local snakes, compared to me, there are too many opportunities to deal with them. So in this case, which of you would be more appropriate? ”

"I'm familiar with the S&P!"

After only a moment of contemplation, Paulson volunteered, "Wrap it up with me and promise to let them downgrade the Greek government's credit rating as soon as possible." ”

Everyone's eyes immediately looked at it.

The key to the authoritativeness of a rating agency lies in its independence, an objective and neutral evaluation system and rigorous and accurate conclusions that can be unanimously recognized by the market, so that the reputation can be slowly established, and then have the authority to say it.

If they can be manipulated and influenced at will, the authority of rating agencies will be lost. So when Paulson said that, the rest of the people who didn't know the inside story were quite surprised.

"Actually, things are not as complicated as you think, this matter is completely possible!"

Looking at everyone's surprised eyes, Paulson pouted triumphantly and said, "Do you remember when I sold CDOs on a short spree, do you know how these CDOs were sold?" To put it simply, I made such a big deal with Goodman, but they didn't want to take the risk, so I contacted Standard & Poor's privately to raise or maintain the credit rating of these junk bonds at a high level, and then smoothly transferred all the risk. ”

"How can there be such a thing?"

Everyone immediately changed color. For this kind of thing, it is obviously beyond their knowledge, even if they have been in the market for a long time, but this kind of thing is unheard of.

When they think that they still have a lot of things to rely on rating agencies, these people can't help but feel a tingling in their scalps.

"Why do you think I have so many analysts?"

Noticing the change in everyone's faces, Paulson said proudly. "Some of you rely heavily on the research analysis of investment banks and the conclusions of rating agencies, but I found out early on that these things can be manipulated. Therefore, the safest way is to investigate and analyze by yourself, and use first-hand data to prove your guesses, so that it is the most reliable! ”

"Seeing that before the collapse of the housing market, no investment bank dared to jump to such a conclusion, do you think their analysts can't see it? Just because they are also a community of interests. If they make conclusions that are not favorable to the CDO or subordinated debt, they also lose a lot. To this end, they do not hesitate to spend a lot of money to bribe rating agencies, hoping that the crisis will not erupt or delay it. ”

At this point, Paulson spread his hands and shrugged his shoulders, "Now you all understand what's going on, right?" Most importantly, the SEC is currently pursuing the CDO, and Goodman is the target of their monitoring. I believe it won't be long before the whole thing comes to light. Of course, a final reconciliation is the most likely. But before that. We're just going to take advantage of this information, and we're all happy, haha. ”

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

Dario stared at Paulson for a long time before he spat out a single word, "Threat?" ”

"Nope. No, no! ”

Paulson's head shook like a rattle, "It's not just a threat, it's an inducement." Besides, a small, faraway country. Institutions like Standard & Poor's and Moody's will never compete with us for them. The most important thing is that their credit rating is really bad. I think after weighing it, they will also make the right choice. ”

"I see!"

At this point, Dario fully understood, turned to Zhong Shi and said, "If that's the case, then I'll be responsible for Moody." ”

"There's another Fitch, who's going to do it?"

No one spoke, but all eyes turned to Jim. Chanos, the man who said very little but carried a lot.

Bell Stone didn't know, but everyone else knew that among the people present, Jim. Chanos and Fitch had a very good relationship and had several meetings with Jim. When Chanos was a high-profile short, Fitch was the first to stand up for him.

As for what exactly is the relationship between the two, everyone is very interested in not inquiring. But according to Paulson, it's not hard for everyone to imagine.

"I'll do it!"

Jim. Chanos also realized what everyone was thinking, and simply agreed, "No problem! ”

"Okay, now that we have formulated the first step strategy, the next step is the question of investment varieties!"

Seeing that the problem was solved like this, Zhong Shi was quite excited in his heart, this group of people is indeed very energetic, if it were him, I am afraid it would take a lot of time to get it, and now it will be completed in just a few words, which makes him breathe a sigh of relief, "Regarding the varieties we are shorting, as well as the target price and the problems that may be encountered, although these are still too early to talk about, but we must be prepared." ”

"Gold, Treasuries, and the Euro!"

Zhong Shi continued, "In terms of gold, we have made a preliminary layout, but the two companies in Canada and the United States, which are the number one and second gold producers in terms of production, do we need to get in touch and maybe cause a little bit of trouble if necessary?" And in terms of foreign exchange, how should we operate, after all, the economic aggregate of the entire eurozone is too large, and the economic policy of the European Central Bank is also a big problem if you bet on it. There are similar considerations in terms of bonds. ”

For the target of shorting, they have already made full consideration, gold, euros, treasury bonds, stock markets, commodity futures, etc. are all targets they are aiming at. Among them, gold, euro-dollar foreign exchange and treasury bonds are the largest markets, and they are the most able to obtain the largest profits and become the targets of their focus.

"In terms of gold, I will keep in touch with companies in the United States!"

There was silence for a while, and it took a long time for Ackerman to volunteer, "If necessary, there may be some problems in some of their production areas." To know in South America. The security environment is not very good. ”

As soon as they heard this, a knowing smile appeared on everyone's faces.

"In terms of bonds, we will keep in touch with Pacific Asset Management and borrow enough bonds through them. In addition, Goodman & Co. and Stanley & Co. may also be joined in some form, perhaps just a few analysts. But what I can guarantee is that they won't make it into our inner circle. ”

David. Einhorn said lightly, and when he saw that everyone's eyes were on him, he asked in surprise, "Don't look at me like this, don't you have few analysts in top investment banks who tend to be your own?" If this resource is not used now, when will it be? ”

Another character who pretended to be a pig and ate a tiger, everyone sighed in their hearts.

"Good. There is only one foreign exchange question left! ”

Zhong Shi nodded approvingly, and the problems were solved one after another, which made him very satisfied, "The foreign exchange problem is basically linked to several others, and only when the crisis in Greece spreads to the whole of Europe can the foundation of the euro be shaken to a certain extent, depending on the situation." But before that. I advise you to increase your positions in the dollar and take a short position on the euro. Because once the whole plan is launched, it is very likely that we will not have time to face the changes in the situation, and there are too many variables in the whole thing. In this regard, we will decide according to the amount of funds, and we do not need to tell each other the specific amount. ”

Despite their respective division of labor, these people are still wary of each other. So Jongshi's proposal was undoubtedly adopted.

"Alright, no problem now!"

Seeing that everyone nodded in agreement, Zhong Shi clapped his hands with satisfaction, "Go back and get ready, keep in touch by phone at any time!" ”

"Wait. We all have a division of labor, what are you going to do? ”

Seeing that Zhong Shi had given the eviction order, Dai Lio glanced at Zhong Shi suspiciously, and asked in confusion, "Although the situation in Europe has basically been figured out now, and we have a division of labor, at this time, it seems that it is not appropriate for you, as the core, to have nothing to do." One more thing, have you forgotten to explain why X-Spatial has been so active in the European bond market recently? ”

"What do you mean?"

Hearing the questioning meaning in his words, Zhong Shi's face suddenly sank, and he asked unhappily, "Are you hinting at me and betraying everyone?" ”

Hearing the conversation between the two, the others stopped one after another, and their ears involuntarily pricked up.

If one of them betrays the entire alliance, the consequences can be disastrous. In this situation, when their own safety is at stake, everyone has to think twice.

As for the only foreigner, he is naturally considered to be the most likely to betray, so Zhong Shi's attitude is extremely serious, and he will fight with reason, and it is impossible to bear this injustice.

"You're talking about the Greek national debt?"

Zhong Shi said solemnly, "When we were dealing with the British banks, we bought some of their Greek bonds. No, simply put, borrowed their bonds. This happened a year ago, are you sure you're going to pursue it? ”

"What?"

As soon as they heard what Zhong Shi said, everyone's faces changed.

Since Zhong Shi said so, it is naturally true, and no one doubts this. But from Bell Stone's words, it is easy to conclude that Bell Stone has long been bearish on the Greek economy, which is far from being achieved by any of them. It was this that shocked them so much.

"I see!"

The corners of Dario's mouth twitched twice, and he replied with a wry smile after a while, "I'm really sorry, I misunderstood you." I thought ......"

Zhong Shi glanced at the other party deeply, and said lightly: "Besides, you think I have nothing to do?" It's just that I won't tell you, as for what I'm going to do, just wait and see the news! ”

Although his words were not heavy, the dissatisfaction and severity in his tone were unmistakable, and Dario's face immediately changed, and he smiled self-deprecatingly, and then walked away without looking back.

Seeing that there was no excitement, the others also left in twos and threes.

"What's been happening in Soros lately?"

Paulson stayed because Bell Stone had given him a look. After everyone left, Zhong Shi asked leisurely, "I don't seem to have heard any news about him recently. ”

"I can't figure out what he's doing!"

"They seem to have disappeared, and even the reporters on Wall Street who are their best friends don't get any news." I don't think they have the energy to deal with the outside media right now. ”

"I hope so!"

Zhong Shi pursed his lips, "I always have a bad premonition in my heart that Soros will ruin our big things, which makes me feel very uncomfortable!" ”

Although this was just a hunch, the later development of events confirmed Zhong Shi's idea, and it was precisely because of Soros's whistleblowing that Zhong Shi was imprisoned and almost became a victim of the game between Europe and the United States. (To be continued.) )

PS: Thank you to the book friend Lao Nafa for stepping into the air, Jingjing's Bin Bin, and four-oclock for voting for the monthly ticket! Thanks for the tip! Hold on at the end of the month, and I hope you will continue to support!