Chapter 263: Rabbit Dead Dog Cooking (2)
"What? Is there such a thing? β
Soros, who was still calm in the last second, became angry at this time, slapped the table suddenly, stood up suddenly, and roared loudly. However, his self-cultivation skills are extremely profound, and even after hearing such explosive news, he can quickly regain his composure, and after only showing a little gaffe, he is very good at controlling his feelings again, and then muttering to himself: "No wonder he wants to ask me about our position in Russian government bonds." It turned out that he had known about this qiΔ for a long time, and I wondered when there were rumors about my position in the market! β
Druckenmiller, who was sitting opposite Soros, was yawning listlessly with thick dark circles under his eyes and dust, but after hearing Soros's self-talk, he quickly regained his vigilance and asked with a surprised face: "Boss, you mean Julian asked us about our position in the Russian government bond market, oh my God, you didn't answer anything, right?" β
"Answer, what?" Soros gave Druckenmiller a strange look, probably thinking that his reaction was a little overdone, although he was a little puzzled, but still patiently explained, "Nothing is clear before this, of course only some inconsequential things will be revealed." Stanley, I really didn't expect that you would bring such news from Hong Kong this time, what a surprise. β
At this point, his tone had become rather cold.
Loyalty is a precious quality in different cultures around the world, and people of all colors are full of praise for it, hoping to get it. If you have it, you hope that others will use this word when introducing yourself.
But for some people, the meaning of this word is not as precious as imagined, and in the world of interests, deception is commonplace. So after experiencing the initial anger and shock, Soros calmed down.
Or Margaret Thatcher said it well, for the British Republic there are no eternal friends, only eternal interests.
In all fairness, it's Soros himself. When you are in a vulnerable situation and look at others at any time. It is also possible to seek security through similar means, so Soros is very considerate of what some people do.
But being considerate does not mean forgiveness. So Soros quickly made a decision in his heart to kick the other party's ass hard. Let them get a lesson that they will never forget.
He was never a kind man. Despite the harmlessness of humans and animals. It's all about the other person's sake.
"Boss, I have another situation to report!" Hearing the chill in Soros's words, Druckenmiller, who had a deep understanding of his character, couldn't help but shudder. After a few seconds of silence for Julian Robertson in his heart, he said again.
"And the unexpected?" Soros was stunned, his brows furrowed, and instead of answering immediately, he kept tapping his fingers on the table, which was his habit when he was meditating.
Druckenmiller also fell silent, he knew that his boss needed time to digest these things, although this information was revealed to him by Zhong Shi, it did not mean that what the other party said was true.
At the end of the day, the two sides are still in an opposing position. Truth aside, just the news that there is intrigue between the two giants and even the use of eavesdropping is enough to make the whole world look sideways in the capital that has been spread to attack Hong Kong.
As for why Zhong Shi didn't release the news when the struggle between the two sides was at its most intense, Druckenmiller didn't understand it. How did he know that Zhong Shi didn't bother to release this news at that time, he kept it for a greater purpose, and in addition, if the matter was dug deeper, the news of Zhong Shi's manipulation in the back might also be exposed, and everyone would be discredited at that time, which was definitely not what he wanted to see.
"These are all sued by the young man surnamed Zhong?" After a long silence, Soros finally woke up from his contemplation, and only the first sentence surprised Druckenmiller, because before that, he had clearly told the other party, all of which he had obtained from Zhong Shi's mouth.
After carefully considering it in his mind, Druckenmiller said slowly, "Yes, these are basically his exact words, and I am not exaggerating or minimizing them. Most importantly, he also admitted that he had secretly added a program to other people's wooden horses so that he could steal not only us, but also their operational strategies and research reports. β
"I see, it's funny, it's so funny!" Soros shook his head, with a sneer on his face, and after humming for a long time, his face turned straight and asked sternly, "What else did this little guy say?" β
"That's right!" Druckenmiller hurriedly replied, "He may have learned the truth about the whole thing through us, or through the Tiger Fund's communication system, so when he talked to me, he always mentioned an allusion to Huaxia intentionally or unintentionally, which roughly means that when all the rabbits in the field are hunted, the hounds will be useless, and they will only end up being slaughtered." β
"What the hell does that mean?" Soros thought about it for a long time, but he still didn't get anything, so he was a little anxious at the moment, and his voice involuntarily raised a few points.
"For a long time, we have been doing things according to the government's ideas, teaching Southeast Asian capital and Japanese capital a lesson, in retaliation for the impact of Japanese capital in '94, and at the same time allowing that capital to flow back to the Western world. These are what the authorities expect from us, and this is one of the purposes for which we wage an economic war. β
Naturally, Druckenmiller would no longer hide anything, and began to tell the truth of the whole thing.
"Hong Kong, including Hong Kong, has been hit by us several times. With the exception of those countries where the currency is not fully circulating, the purpose hoped by the authorities has been achieved. The monetary systems of those Southeast Asian countries were destroyed, and in some regions they had to abandon Japan, on which they had previously relied on, and begin to gain access to American capital. Other than that. Due to the deterioration of the economic situation in the region, which even affected the Japanese economy, the capital flight from the entire region was strict, and most of this capital flowed back to the Western world, especially the United States. β
"Even this time, we have caused the Russian economy to take a heavy hit, although we didn't expect it so much, but the economic ripple effect is like that. Therefore, Mr. Zhong believes that all of this has achieved the desired purpose of the US government, and then they will no longer need capital like ours, and even restrict the development of capital like ours in some areas. β
"That's what he told me. Personally, though, I don't completely agree. But I have to say that he has a lot of sense. Finally, Druckenmiller concluded.
If a third person were to hear the conversation between Druckenmiller and Soros, he would be so surprised that his eyeballs would fall to the ground. Except for some national dignitaries and economic aides, or a very small number of people who know this. I believe that few people would imagine the Asian financial crisis that is currently raging as such a conspiracy. In fact, it is an economic war.
Although it is not clear how Zhong Shi knew this fact. But Druckenmiller is well aware that the other side's analysis is completely correct based on this fact.
"It's funny, he knows what a little kid knows. It's so funny that I actually told my number one assistant about politics! After hearing this, Soros was not as contemplative as Druckenmiller expected, but laughed so much that tears were about to flow out, and his words were mixed with thick disdain and sarcasm, "Even if this little guy knows some politics, will he be more proficient than those retired politicians in the West?" β
In fact, hedge funds have been paying close attention to Russia's political turmoil, and in order to obtain the most authoritative interpretation and prediction of their domestic political situation, they have not hesitated to hire retired politicians from many European countries to serve as advisers to the fund, because Russia shares a border with Europe, so the analysis made by those politicians who often have to deal with Moscow is more likely to be closer to the truth than that of American think tanks.
As far as the Quantum Fund is concerned, the advisory group they hired includes former British Prime Minister Margaret Thatcher, former Federal German Chancellor Kohl and other well-known politicians, and these people need to help the Quantum Fund analyze Russia's current domestic situation while charging high engagement fees, and at the same time predict the outcome of the game between Russia and the IMF.
Obviously, for these famous big people, the little guy Zhong Shi seems too weightless, even if he says something, his influence is at least in Soros's opinion, and it can never be compared with Margaret Thatcher, Cole and others.
"But he does have a point!" Seeing that Soros was unimpressed, Druckenmiller couldn't help but be a little anxious, and he couldn't take much care of it at the moment, so he rushed to say, "Boss, I think we are too close to the government, and we are in danger of being abandoned by them at any time." As the man with the surname Zhong said, sometimes the government will treat capital as a hunting dog, and when we are useless, they will abandon us. β
Broadly speaking, a hedge fund does not represent capital, it is just a type of capital. It is particularly difficult to satisfy the government compared to ordinary capital, because it is only a simple tool for generating money, and it will not be invested in the real economy to generate value or increase employment.
Subsequently, Druckenmiller's words attracted unprecedented attention from Soros, "I suspect that this little guy has a connection with the Chinese government, or it is precisely because he knows something from there, that he is so sure of the Russian government bond market, thinking that the Western society will give up on rescuing Russia, and then the Russian national debt will collapse immediately." β
Although the Soviet Union collapsed, the CIS still maintained good enough relations with China, and although this relationship was based on mutual precautions, there should still be a smooth channel for dialogue among the high-level leaders of the two sides. And if Zhong Shi has a high-level background, it should not be too difficult to obtain top-secret information.
"If that's true, why would he give us such information?" Soros fell into deep thought for a long time. He had a big doubt in his heart, wouldn't it be better if Zhongshi didn't tell SΓΉ Druckenmiller about these things and let the Quantum Fund plant a big heel in the Russian government bond market?
"That's where they come in!" Druckenmiller's face showed a look of admiration, and he analyzed it like a cocoon, "He first told us the truth about the eavesdropping, and then told us about the changes in the Russian market, in order to make us breathe a sigh and pit our partners in this matter." However, if this is done, it will be difficult for us and them to join forces to attack the Hong Kong market. In this way, the crisis in the Hong Kong market can be regarded as completely resolved. β
As he spoke, he nodded himself, then the somewhat stunned Soros, and then pointed his finger outward: "I, the boss, and that one are all in his calculations." Even if it's a trap, he's betting we're going to jump in! (To be continued......)
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