Chapter 198 - The First Hedge Fund (9)
"We're done!"
Jiang Shan sat opposite Zhong Shi with his head down, holding his head in his hands, his nails deeply embedded in his scalp, "It won't be long before the whole market knows the news that we borrowed funds from brokers, and they also know that we have run out of funds. ”
Although on Friday, with the help of the sluggish US non-farm payrolls data, the 10-year Treasury yield was successfully suppressed to around 3.2%, but under the frantic counterattack of the bears, Tianyu Fund had to use the last reserve funds, and even obtain leverage from brokers, barely managed to hold on to the victory. However, the Tianyu Fund has also become the end of the crossbow, and they may still be able to borrow some funds at the opening of the market on Monday, but it will never be possible to take over as much as before.
Zhong Shi still had a calm look, his expression was calm, his breathing was even, and there was no slightest emotional fluctuation, as if he hadn't heard what Jiang Shan said, and as if everything was in his chest.
If before this, Jiangshan was still full of confidence in Zhongshi. By this time, his mindset had changed, and he no longer believed that Bell Stone could control it all.
"They still don't make a move?"
After tapping on the keyboard for a long time, Zhong Shi's face finally appeared a trace of solemnity, as if he was talking to himself, "It's really strange, is my guess wrong, or do they really plan to wait until the last moment?" ”
"What are you talking about?"
Jiang Shan raised his head, his expression was a little dazed, and he didn't hear what Zhong Shi said before, "Zhong Sheng, what did you just say?" Our allies? ”
"It's not our allies, it's the real masters of this market!"
Zhong Shi still didn't give up, still crackling on the keyboard. It's just that after a long time, the movement of his hands still hasn't stopped, and it is obvious that he has not found what he is looking for.
"The master of this market?"
On the other hand, Jiang Shan fell into deep contemplation, and the names of large institutions appeared in his mind one after another, but they were denied by him one by one. Half a day. He stopped thinking abruptly, for he suddenly realized that his surroundings were quiet.
Bell Stone stopped typing on the keyboard.
"What happened?"
Jiang Shan hurried closer, only to see Zhong Shi staring at a transaction on the board in a daze. He took a closer look and realized that the transaction was a huge purchase order when breaking through the first line of defense of the bears, which amounted to as much as $1 billion.
"This is our pay...... No, it shouldn't be our bill! ”
After thinking about it carefully for a long time, Jiang Shan finally determined that this big deal did not come from the Tianyu Fund. Then a question immediately arises. Who is behind this funding?
"It's ...... Is this our ally? Jiang Shan trembled with excitement and asked in a trembling voice.
"I don't know yet!"
Zhong Shi held his smooth chin and thought about it, and finally shook his head, crackled on the keyboard again, and moved the time to the close, which was also the most intense moment of strangulation between the long and short sides, pointing to the lines of trading data and saying, "Look." How much of the pay here is ours and how much is not. Remember. At least it's a big buy order of hundreds of millions of dollars! ”
Without getting more information, Zhong Shi remained calm and cautious and did not jump to conclusions.
"It's easy!"
Jiang Shan took the keyboard and crackled it, and soon the operation record of the Tianyu Fund appeared on the screen, after the time corresponded. The whole buying situation is clearly divided.
"Here, here, and here!"
Zhong Shi was sharp-eyed, and soon found a few big buy orders that were not easy to know on the chaotic plate. If it weren't for the comparison of specific transaction lists, it would be difficult for even the traders of Tianyu Fund to find their existence.
"These are the ones who follow us. Quietly carry out the action of acquisition! Zhong Shi roughly estimated the amount, and he had the bottom in his mind, "They spent at least about $4 billion to buy 10-year Treasury bonds." It seems really interesting, such a clever trick almost deceived me. ”
"Did they really get in?"
Jiang Shan rubbed his eyes, looked at it carefully, and after confirming that it was correct, he sighed with emotion, "There is such an institution for fishing in troubled waters, and the method is indeed very secretive." But it's a bit unkind for them to use us like this. Now that we've been put in the forefront, we're running out of ammunition, and if they turn their guns, won't we ......?"
When Jiang Shan said this, his face had changed greatly, and he obviously remembered something extremely terrifying.
Indeed, if the news of the Tianyu Fund's run out of ammunition spreads throughout the market, it will be very intriguing what this "ally" will do at that time. If they continue to fight, it will be better. But if they go short, they may put the Tianyu Fund in a position where it will never recover.
"Don't worry, they won't do it!"
Since confirming the appearance of the other party, Zhong Shi was in a good mood, and a smile appeared on his face, "As for why, don't ask, you will naturally understand in two days!" Now I need to make a call and you can roll! ”
After getting Zhong Shi's assurance again, Jiang Shan was more or less relieved, although there were still many unsolved mysteries, he still left honestly, but he was looking forward to the opening in two days.
"Mr. Gale?"
After the phone was dialed, Zhong Shi said lightly, "I'm Zhong Shi." The time has come for what we agreed to before. I think I'd like to see your article in the newspaper tomorrow or the day after tomorrow. ”
"Okay, no problem!"
Phaedra over there. Gail agreed bluntly, then hesitated for a moment before asking, "Mr. Zhong, I heard that you have been in some trouble recently, are you okay now?" ”
"Trouble?"
Zhong Shi was stunned for a moment, and then reacted, "Phaedra, you're quite well-informed." Indeed, as you have heard, many institutions are now besieging the Tianyu Fund. ”
"Then posting something like this now won't get you in trouble, right?" Phaedra. "Besides, we are a limited newspaper and our influence is limited to Greece. But if someone notices. It is still possible to have a negative impact on you. ”
Phaedra. Gail, the journalist from the Greek newspaper Daily, had rushed back since he had done an interview with Bell Stone the last time. It's just that the manuscript that has already been written has been pressed in his hands and has not been published. This is a condition for him to be able to give Zhong Shi an exclusive interview, that is, only if Zhong Shi agrees. Phaedra. Gale was able to publish this thing.
Waiting left and right, Ferra finally waited for Zhong Shi's call. Even if he runs the financial news halfway, Phaedra is by no means an outsider. He thought that Zhong Shi might have taken advantage of him, but he listened to all the recordings several times, and didn't find anything wrong.
Of course, this is also the limit of his level. But because of this, he was able to connect with Zhong Shi, and he was happy to be used.
Some time ago, he got the news from his peers that Tianyu Fund was under siege by institutions in the U.S. Treasury market. Phaedra immediately realized. Maybe the time is coming for him to publish an article. Sure enough, within two days, Zhong Shi's phone calls followed.
However, until now, Phaedra has not stopped getting the inside story from Zhong Shi's mouth, which is due to his nature as a journalist.
Naturally, Zhong Shi would not give him such a chance.
"Don't worry, with the name of Tianyu Fund, the market will naturally notice the information you spread." Zhong Shi smiled slightly and said lightly. "Also, this thing is good for me. It's still not good for me, but I can't say anything. Don't worry, just publish it, I'm sure you'll be able to make a name for yourself soon. ”
With Zhong Shi's words, Phaedra finally put his mind at ease completely, and exchanged two more pleasantries. I hung up.
……
On Saturday, January 4, 2009, the largest Greek newspaper, the Daily Newspaper, published an interview with Zhong Shi, the founder and fund manager of X-Spatial Fund, about the current state of the world economy.
In an exclusive interview. Zhong Shi first talked about what has happened and the current state of economic operation, and then commented on the future direction of the world economy, and also focused on the economic situation of Greece.
"After the heavy blow of the chaos and disorder in the financial markets, the development of the entire world economy is showing a kind of contraction and stagnation. The credit system will be more important, and the various derivatives markets will be more heavily regulated. Regulators in various countries should be able to see clearly from this incident that the financial market is seriously destructive to the economy. ”
"How bad the world economy is is that needs data to support it. But what we can be sure of is that the financial crisis has dealt a catastrophic blow to the entire world economy, there is no doubt about that. Although the cause of the disaster was the United States, it spread to various regions such as Europe and Asia through the interbank market and other financial systems. In this case, no country or region is immune, and the disaster is global and universal. ”
"What's next? For some time, the entire world economy will fall into a downturn and sluggish demand. As for how each country can boost the economy, I think this is the most important concern for investors. In addition to injecting liquidity into the market and lowering interest rates, governments are also mulling other or larger measures. For example, we have seen that the U.S. government has stepped in to prop up the bad debt system and try to keep the crisis from spreading to other industries or regions, which is what we call other measures. ”
"And the bigger measures, I believe these plans only exist in the minds of high-level governments. But what we can speculate is that either large-scale tax cuts, large-scale infrastructure construction, or radical stimulation of the interest rate market, or various measures may go hand in hand to stimulate the economy. Of course, it is the choice of the leaders of each country to decide between these trade-offs. ”
"For Greece, although it is not at the center of the storm, the influence cannot be ignored. In fact, the entire EU will be hit by this. In recent years, Greece's fiscal revenue has continued to decline, its gross national product has regressed instead of advancing, and the economic situation has fallen into a grim situation. Failure to do so will put Greece's national debt in a dangerous position where it will no longer be attractive. If it is no longer possible to raise funds through new government bonds without easy tax increases and spending cuts, the Greek government could go bankrupt or even shut down. And all this will be a heavy blow to the entire European Union. Therefore, when the time comes, a similar situation will never be Greece alone. Keeping Greece in the EU will be a major test of the EU's solidarity. ”
"Of course, all of this is based on the assumption that the world economy will not recover strongly in recent years, which is an extreme case. I believe that both the political parties in Greece and the current government can avoid this if they can identify the problem as soon as possible. ”
The sprinkling of several thousand words of the interview did not attract enough attention within a few hours of publication. After all, the so-called "Daily News" has too limited influence. (To be continued......)
PS: Thank you book friends Xing Xi Yuelang, Clever 008, and Amy for voting for the monthly ticket! Thank you for the reward of the book friend Lao Nafa! During this time, the efficiency is too low, and I feel like I am rushing every day, and I can't catch up all the time...... I'm sorry everyone......