Chapter 109: Muddy the Waters

"Cheers!"

In the on-site restaurant, Zhong Shi is feasting with his employees. A sumptuous lunch with intoxicating red wine will make everyone's heart flutter at Tianyu Foundation. During this time, most of the funds were withdrawn from the capital market, so the work of the researchers became extremely easy, and they even had time to play short-term futures operations with traders.

"Zhong Sheng, where do you think the subprime loan crisis in the United States has developed so far?" Ma Jiarui asked drunkenly, "Or, is this crisis nearing the end?" ”

In the past few years, Ma Jiarui has gradually begun to take a back seat due to physical reasons and the amount of wealth that has accumulated enough for him to worry about in the second half of his life, and he is no longer in charge of the first-line business, and his sensitivity to the market is not as good as before.

Without waiting for Zhong Shi to speak, Ren Ruowei on the side hurriedly replied: "Ma Sheng, you are indeed old. Don't you know that the Kaminarimen brothers have also been in a liquidity crisis recently? Not to mention anything else, Zhong Sheng will never let go of such an opportunity, right, Zhong Sheng? ”

Ren Ruowei became the investment director as he wished, and although this position was shared by him and Ma Jiarui, he was in charge of the more important European and American markets, so he was very thorough in his research and views on this issue.

He was one of the few people who was involved in Bellstone's short sale of Bear Stearns from start to finish.

"Wait a minute, answer the phone!"

+

Just as Zhong Shi nodded slightly, about to add a few words, the phone rang, he confessed to the two of them, and walked to the corner to answer the phone.

"Mr. Zhong, according to the information I just got, just tomorrow, Moody's will adjust the credit ratings of Fannie Mae and Freddie Mac!" A slightly hoarse voice rang out, with a strong northeastern American accent. "In addition, there is uncertain information that the issue of the 'two rooms' has been submitted to Paulson's desk, and perhaps the Secretary of the Treasury is discussing the takeover of the 'two rooms.'"

"Okay, I got it!" Zhong Shi's eyes rolled a few times quickly, and his expression became solemn. "How strict is the question?"

"Very strict!" The voice was silent for a moment before giving such an answer, but the next moment it added, "Very strict, most likely explosive." ”

"Has there been any movement on the Kaminari Brothers' side lately?" Zhong Shi asked again.

"I don't know about that." There was a sense of helplessness in his voice, "Erin. It's been a long time since Karen has revealed information to me, and I think she may be under the surveillance of the Kaminari brothers and will not have access to the most secret things. According to my analysis, it may not be too far from her departure. ”

Zhong Shi's heart tightened. The other party actually said the whistleblower within the Kaminari brothers. If it was possible to break the news, he would never reveal the identity of the other party, but now that Shi Shiran said it, it proves that he is afraid that this line within the Kaminari Brothers company will be interrupted.

Erin. Karen is not related to Bell Stone in any way, she is not a commercial spy, she is just a simple financial officer. In and David. During Einhorn's fight, she realized that there were many internal problems in the Kaminari brothers, but these problems were not disclosed truthfully by the top management of the Kaminari brothers. With a strong work ethic, she chose to break the news anonymously.

It's just that what she didn't expect was that the content of these revelations was sold to others by reporters. Of course. Journalists have not violated professional ethics and have faithfully published relevant content in the newspapers. It's just that there are always some people in this world who know the truth far earlier than the general public.

Zhong Shi is one of those people.

As early as a year ago, the public relations team of Tianyu Fund began to secretly contact reporters in the American financial circles, and Zhong Shi was personally responsible for this matter. Including the New York Times, the Wall Street Journal, The Economist, and even Bloomberg have their eyeliner. These reporters can ensure that the Tianyu Fund will be informed of the relevant financial information in the first time. Of course, the Tianyu Fund has also paid a price of millions of dollars.

A Wall Street Journal reporter revealed to Jong-seok that the Kaminari brothers were interested in financing South Korea, forcing him to reroute to Seoul on his way back to Hong Kong.

"But I heard another rumor, but it hasn't been confirmed!" The voice slurred, as if it was worried about something. "It is said that the Kaminari brothers are still not dead set on and are still in contact with the South Korean side."

Presumably he knew about Zhong Shi's appearance in South Korea, and he was able to speculate what Zhong Shi went to South Korea for, but now the South Korean side has continued to contact the Kaminari brothers, although he doesn't know what happened between them, but it is obvious that Zhong Shi's trip to South Korea did not have the expected effect, and now he is obviously slapping Zhong Shi in the face.

Silently hanging up the phone, Zhong Shi's heart rose with rage. However, he also knows very well that it is impossible for South Korea to simply listen to his own words, even if he is a major shareholder. After thinking about it in his heart for a moment, he finally controlled this angry feeling.

"Zhong Sheng, what happened?"

Ma Jiarui, who had been observing this side, walked over and asked in a low voice. He saw that Zhong Shi's face had been changing since he answered the phone, and he knew that something must have happened.

"It's fine." Zhongshi smiled reluctantly, then walked quickly outside, explaining as he went, "I need to make a phone call. ”

This time the call was received by an analyst who specializes in the real estate market of Kaminari Brothers, named Matt. Grivett. As a veteran real estate analyst, Matt is well-known in the real estate analyst community. But Matt didn't sell himself, he just maintained a good relationship with the Tianyu Fund.

"Matt, I'm Zhong!" Zhong Shi spoke first to identify himself, "I heard a message, I don't know if you're interested?" ”

Matt. Glivett was sleeping soundly at the moment, but he woke up as soon as he received Zhong Shi's call, and it was his honor to let Zhong Shi call in person, "Oh, Zhong from the Tianyu Foundation? Sir, sir, I really didn't expect it to be you, what a great honor. He said in a flurry as he dressed in a panic.

For his reaction, Zhong Shi could only choose to remain silent. However, Matt quickly reacted and hurriedly asked, "Sir, sir, you just said that there is news, what is the news?" ”

"The huge loss of the 'two houses' may involve a financial crisis. There is news that the U.S. government may want to raise the core capital ratio of the 'two houses', and they face a shortfall of tens of billions of dollars. Zhong Shi said unhurriedly, "It is very likely that the 'two houses' will declare bankruptcy, if the government really does this!" ”

"What?"

Matt. Glivett shuddered, and the phone fell to the ground, but he quickly picked it up, but fortunately it was still on the phone, "Sir, is this true?" Where did you get this news from? ”

"Does it really matter where you got this news?" Zhong Shi chuckled. There was some disdain for the other party's reaction, "What matters is whether the news is true or not." In addition, I can tell you one more news, just tomorrow, the rating agency will downgrade the credit rating of 'Two Houses'. ”

Speaking of this, Zhong Shi deliberately paused for a moment, and then said meaningfully: "Bankrupt." Maybe tomorrow. Who knows? Matt. ”

"What do you need me to do?"

Hear this, Matt. Glivett somewhat understood, too. There has never been a free lunch falling from the sky in this world, so since the other party has sued himself for such a heavy news, he must need to pay something behind it.

Talking to smart people is effortless, Zhong Shi thought silently in his heart. "Actually, you don't need to do too much, just send a public research report before the market opens tomorrow, and send a research report on the 'two rooms' in the name of the Kaminarimen brothers!" Speaking of which. A smile appeared on Zhong Shi's face.

"Yes." Matt. Glivett could hardly believe his ears, and after a moment of silence, he replied decisively, "Of course, there is absolutely no problem. Soon he asked, "Is this all I need?" ”

In his opinion. This is clearly not a reciprocal thing. What the other party revealed to him was a big secret involving tens of billions of dollars in transactions, and he only needed to rush a public research report overnight, and it was impossible to equate the two.

"Yes, that's all!" Zhong Shi finally laughed, "Remember, this report must be issued in the name of the Kaminari Brothers Research Department. ”

I don't know why, but Matt. Grivett was still amused. He knew very well that even if he asked again, the other party would not be able to say. However, if he can publish such a research report that will obviously cause a sensation in the market, it will be a great benefit to his own career, so he has no reason to refuse Zhong Shi's request. So after hanging up the phone, he went back to his office without stopping.

After arranging this qiē, Zhong Shi called Jiang Shan over again and gave a low command, and then returned to the restaurant with a smile on his face. Looking at the people who knew nothing, Zhong Shi sighed in his heart: inadvertently, another major event that attracted worldwide attention happened in this world.

"Gentlemen, please be quiet!"

The plate was tapped, and the audience fell silent. Zhong Shi nodded with satisfaction and said, "Now that there is an urgent situation, I need you to be busy. ”

"What's the matter?" Ma Jiarui's brows immediately furrowed, he saw Zhong Shi coming back with a smile on his face, and thought that the matter had been resolved satisfactorily, but at present, it seems that this is not the case.

Similarly, Ren Ruowei's face also became solemn, and he found that the follower Jiang Shan next to Zhong Shi didn't know when he disappeared.

"Assessing the impact of Fannie Mae and Freddie Mac on the U.S. market in the event of bankruptcy!" After seeing that everyone's eyes were looking at this side, Zhong Shi said unhurriedly, "Based on the impact of this assessment, will the U.S. government allow this kind of bankruptcy to happen?" What happens if they choose to come to the rescue? ”

……

At 6:30 a.m. ET on July 10, a research report from the Kaminari Brothers completely shattered the tranquility of the early morning in Manhattan. In the report, analysts said that the core capital ratio of "Two Houses" has been approaching the warning line due to several quarters of losses, and that there are rumors in the market that the president and his staff are discussing raising the core capital ratio of "Two Houses" in order to correct the mistake of the previous administration in allowing "Two Houses" to enter the high-risk mortgage sector. Taken together, the two pieces of news have led to a shocking conclusion: Fannie Mae and Freddie Mac, the two giants of the U.S. real estate industry, are very likely to go bankrupt.

In the bright morning sunshine, this shocking news spread like a virus and soon spread to all corners of the world. To add insult to injury, at 9 o'clock shortly after the news broke, the rating agency Moody's officially issued a statement announcing the downgrading of Fannie Mae and Freddie Mac's AAA ratings to AA ratings. In the statement, Moody's also said that if the financial situation deteriorates further, it does not rule out the possibility of another credit rating downgrade in the short term.

The market suddenly exploded! (To be continued......)

ps: Thank you book friends for letting me think about it, book friends vote for monthly passes! Thank you for your support, I hope you have a good time reading the book, and I hope that a qiē will be good~R1292