Chapter 187: Preparation
Since the summer of 1979, the climate around the Pacific Ocean has been very abnormal, and although the wind and rain have been smooth as always, it is often reported in the international news that a certain place has been affected by a storm, and that it has rained heavily in such and such a place.
When ordinary people see such news, at most, they sympathize with the local residents in their hearts, and then there is no more.
But some people don't see it that way, who are they? The guys who are staring at the big futures.
In June and July, a typhoon in the Pacific Ocean landed in Southeast Asia, and then the price of citrus skyrocketed. The price of rubber has risen slightly, and the price of rice has fluctuated.
In Japan, food security is also a matter of great concern, thanks to the steady progress of the national income doubling plan implemented by the Japanese government in the past decade, the entire Japanese economy has been stuck in the fast lane.
While the economy is growing, Japan's food self-sufficiency rate is declining year by year. Of course, Japan, which does not have much self-production capacity, has almost dropped its grain production rate to the lowest level at this time.
But there is no need to worry too much, Japan's special international status makes it impossible for him to let his godfather die as long as he does not die. Of course, the same is true for grain, they can buy food from almost any country. Including Southeast Asia, where is almost their granary.
And Japan also has a special agency that uses international futures to lock in the price of the food they want to buy.
In fact, the purpose of the establishment of the bulk futures market is to serve countries or institutions like Japan that have long relied on grain imports.
How is this thing played? For example, if you are a buyer, the price of rice in your heart is 2 yuan a catty, and every year you will prepare 2,000 yuan to buy 1,000 catties of rice, so as to ensure that the family will not go hungry.
At this time, if you are afraid that when you want to buy grain, the price of grain will suddenly rise, so you should use a part of the money to buy this thousand catties of rice at two yuan a catty. In this process, you can add a lot of leverage. Because you need food in the first place.
If the price really rises, then the grain on the market is more expensive, but you buy it in advance in the capital market, and the part of the money you earn is just used to subsidize your 2,000 yuan and buy enough 1,000 catties of grain for your needs.
If he also wants to ensure that his rice will be sold for two yuan a catty, then he will use part of the money and a large leverage to buy and fall. In this way, if the price of grain really falls, then he can use the money in the futures market to subsidize the loss in spot trading.
Doesn't that sound wonderful? In this process, those who sell rice, buy rice, and open banks seem to have kept their core interests!
But how can the truth be so beautiful? Are capitalists really doing charity?
For example, Daye Takeshima, who is now staring at the fluctuations of rice in the futures market all day long, is specially sent by the Japanese government to keep an eye on the futures price of rice. In his hands, he holds billions of dollars in funds dedicated to controlling the safety of rice in Japan.
In recent days, the price of rice has fluctuated a little, and the price has gone up a little, which has made his department a little more money. How much is that? It's about six or seven million dollars.
"The weather has been very abnormal recently, and the international food agency has issued an alert today to remind Southeast Asia to pay attention to food security."
The subordinates reported the latest news to Takeshima, which also verified why there was a small increase in rice prices today.
But before he could be happy, agricultural agencies in Southeast Asian countries issued statements saying that this year's grain production, especially rice, would not be reduced. Not only will there be no reduction in production, but this year's grain harvest will be bumper, and the supply of rice will increase by 2 to 3 percent.
This is not a trivial matter, on the one hand, the report of the international food agency, on the other hand, the clarification of the local government department, which of the two is more revealing, and the market immediately made the most real reaction.
On the day of the release of this statement, the price of grain fell in response, and Daye Takeshima ushered in a loss before he had time to enjoy the happiness of making money.
It stands to reason that if you lose, you will lose, and this money is not his, and this money is used to ensure the safety of the price of Japan's imported grain.
It's true, but how can Daye Takeshima not be nervous? If it is to buy a price that does not move, then what is he going to do? Find any person, as long as you are not stupid, you can be qualified for his position.
Takeshima is a government official, and the funds he controls are the country's money, and if he loses money, he must also be held accountable.
Besides, what is the domestically recognized price of food? This was not explicitly told to him. And no one could tell him. This needs to be judged based on the actual situation.
In this way, the pressure on Takeshima is greater.
At this time, food prices are falling every day. The news was full of news that a grain harvest was imminent. When the rice harvest is about to be harvested, Takeshima can't sit still anymore at this time.
"Buy down, buy down now! The price of rice is definitely going to fall this year. Takeshima made the final decision.
Billions of dollars have entered the market, and large leverage has been added, and the price of rice in the futures market has suddenly taken a big dive. And with Takeshima's continuous buying and falling, a large number of short orders in his hands have also accumulated.
Buying down is equivalent to borrowing grain from the market and selling it, and Takeshima's ultimate goal is to buy grain, so he is tantamount to completely violating the ultimate task given to him by the state.
But at this time, who still cares about those tasks? He made money, and that was also earned for the country, wasn't it? At this time, he almost saw the picture of his superiors awarding him.
At this time, a typhoon suddenly appeared on the international news, which was rapidly forming in the Pacific Ocean. And the direction of its movement is the Southeast Asian countries that are about to usher in a bumper rice harvest.
Just a few minutes after this news appeared, the long orders in the futures market suddenly flew like snowflakes, which made Takeshima sluggish for a few minutes.
The subordinates asked Takeshima's strategy loudly, and now they are hanging on the selling plate, whether they want to cut the meat immediately, or add money to make up the interest, they must make a judgment in an instant, once the time passes, they will lose all their money.
Takeshima finally came back to his senses, and he immediately ordered to add money, which is to make up the interest to prevent being forced to close the position by the market due to insufficient funds.
It only took a few days, and the funds in Takeshima's hands were almost exhausted.
"It can't be like this anymore, at this time, Takeshima remembered his mission, his ultimate task is to ensure the safety of food prices, but what he is doing now is almost the opposite of this."
Takeshima, who figured this out, immediately sent a message to the country, and he used very clever wording to make an explanatory report on the recent treacherous situation of rice futures.
In fact, the essence is one, boss, I may indeed be wrong, but I am not to blame, I also want to fight for the interests of the country as much as possible. If we don't save the situation now, it will not only affect such a small sector, but also the food security of Japan as a whole.
What can a superior do? Could it be that Japan's food security is in danger for the sake of anger? As a result, billions of dollars entered the market, all short orders were thrown away, and then positions were opened to go long.
Just like that, more than two billion dollars have been wasted. But this little money is nothing compared to the food of more than 100 million people.
A few days later, when the countries of Southeast Asia were considering whether to harvest in advance, the news came out again, and the typhoon was dispersed!
Scattered! Scattered!
Food prices plummeted!
Anyway, Takeshima's task is to ensure that the price of food is not too high, although they have lost a little money in futures. But if the whole country does not lack food, they can be regarded as having completed their mission.
This is said to be the end of this matter.
But don't forget, Southeast Asia crops three times a year.
As the next grain harvest season begins again, traders sent by the Japanese government are once again faced with the same choice.
Is it to buy down, or to buy up? This is really a problem. Buy and go along with the established strategy, but that can cost you money. If you lose money, you will face accountability from your superiors, but if you buy it, you are afraid of falling into the same fate as Takeshima.
Maybe a new trader feels that it is impossible for a cannonball to hit the same crater twice. This time he used his funds again to buy and sell.
But this time, he faced the most bizarre typhoon ever, which spared a large circle and eventually hit Southeast Asia, causing a massive reduction in rice production.
As the price of rice skyrocketed, the price of wheat and corn also skyrocketed.
Hou Dalin stayed in the United States for half a year, during which Hou Dalin contacted a number of banks and investment institutions through Barn, and through Hou Dalin's accurate prediction of the impact of the typhoon, he made a lot of money in the futures market.
In the end, Hou Dalin not only paid back the funds obtained in exchange for the pledged shares, but also received tens of millions of dollars. Not only that, but when rice and wheat were at a low price, he also accumulated a certain amount of futures documents in his hand.
This document is a piece of paper used by capital to operate the market when it is not delivered, but once it comes to the end, it is all delivered. That is to say, no matter whether it makes money or loses money, the party that sells short must use real money to buy grain in the market and hand it over to Hou Dalin.
In this way, in the next few months, Hou Dalin will have to find a way to digest the grain in his hands.
And that's another part of his plan.
82 Chinese Net