At this time, Lu Ming was receiving a very important guest, John Braine, the global vice president of Goldman Sachs Group, who arrived in Ningzhou yesterday. This was his second visit to the Tiansheng Capital headquarters this year.
"Mr. Brain, tell me, will the U.S. dollar enter its third interest rate hike? When will the rate increase specifically?" Lu Ming looked at the Utah man sitting next to him.
This was asked knowingly. Others may not know it, but Lu Ming, who had foresight, knew better.
In mid-December, the Federal Reserve announced a 25 basis point interest rate hike, just a few days later.
John Braine spread his hands helplessly and said: "Mr. Lu, you are making things difficult for me. How can I know the Federal Reserve's decision?"
At the same time, I added in my heart: I won’t tell you the specific date of interest rate hike even if I know!
John Brain looked at Lu Ming and added:
"However, a recent research report released by Goldman Sachs Group predicts that the United States' economy is heading towards 2O18 with strong momentum and may increase wages and inflation more broadly, which will require the Federal Reserve to raise interest rates four times next year. We do not know
What will happen in the future, but the interest rate hike cycle will definitely come, and defensive operations are also necessary."
"But we believe that the impact of the country's interest rate hike on China's economy is only short-lived. Judging from the profits of listed companies in the first three quarters of this year, performance growth has accelerated significantly. China's economy is getting rid of the constraints brought by the global economy. This
After the completion of this adjustment, it is expected to emerge from a slow bull trend similar to that of the North American capital market in the future."
When Lu Ming heard what he said, he snorted a few times in his heart with a half-smile, and said to himself: How can you hide it from others? Next year, you, the commander of Sichuan University, will carry out a series of sexy operations, trade, technology, etc.
A series of financial wars are coming to punish us. Doesn’t the real master know about it?
Speaking of which, the domestic stock market fell sharply today due to the impact of expectations of US dollar interest rate hikes. Foreign capital, which has been net outflowing for three consecutive days, has a net inflow at this time. It is obviously that something is going on.
Lu Ming naturally saw through it without saying anything.
At this time, John Braine asked with a serious face: "Mr. Lu, what happened to the stock assets transferred by your company with a market value of 7,500? Are you planning to cash out and leave?"
Good guys, are they all blatantly testing each other?
Lu Ming said with a smile and certainty: "How could it be sold? This paid transfer is just a distribution of profits. Besides, I cashed out such a huge amount of funds. In the end, I didn't want to buy stocks, so why bother?
?What’s more, we are also very optimistic about our country’s future economic prospects, and I am very confident about this.”
John Brain felt relieved when he heard what he said, and immediately smiled and nodded. Only he knew what he was thinking.
The two parties were talking and laughing, but in fact they were superficial friends and superficial partners. Neither of them told the truth but they spoke so seriously. They were both thinking of how to deceive the other party.
However, we still have to deal with what we have to deal with. How can there be absolute friends and enemies in the real world? Sometimes it is more reliable to cooperate with the enemy. The world is so weird.
Lu Ming crossed his legs in a comfortable state, turned his head to look at John Brain and said with a smile: "I have to say, Mr. Brain, you Utahns are the best business people in the world."
Hearing this, John Blaine stopped and shook his head in denial: "NO! NO! NO! Mr. Lu, please don't talk to me like this. I don't accept this, and the only person on this planet who really knows how to do business is
You Chinese."
Lu Ming spread his hands with a puzzled expression and said: "How is that possible? I have never heard anyone say that we Chinese people can do business. On the contrary, the most common thing I heard is that everyone says that the Jewish people are the best in the world.
The one who makes the most money shows that this is a fact recognized throughout the world."
This sounds like business talk. Logically speaking, John Brain should be very happy. Unexpectedly, before Lu Ming finished speaking, John Brain, who was sitting next to him, suddenly became excited, as if he had been touched.
What a thrill. He stared straight at Lu Ming and said two words in a row with an angry and dissatisfied look:
“That’ it!”
“That’ it!”
John Blaine gritted his teeth and said with an increasingly excited tone: "Do you know that these words have caused misery to us Utahns?"
Lu Ming: "..."
John Braine was still very excited and angrily and continued: "The whole world is saying this, and they all think that the Utahns are the best at doing business, so when people see us, they immediately become alert and make every penny."
No. But you Chinese people are obviously the best at doing business but you pretend not to know how to do it. You have dug a hole behind it. You still say it’s not the case and deny it one after another. It’s so unethical!”
This is quite a complaint, and its subtext also contains dissatisfaction with the previous flash collapse of Big A from 5178 points to 2638 points. In addition, coupled with the disastrous defeat in the foreign exchange war a year or two ago, Wall Street thought that the opponent would make a big deal after the victory.
, I didn’t expect that I would still pretend to be pitiful and gain sympathy from the whole world without even mentioning it. I’m so angry just thinking about it.
After a while, John Brain sighed and said again: "Mr. Lu, I have to say that you are really smart at playing, really smart. Your most brilliant method is to take the 'best businessman in the world'
The high hat was given to us Jewish people, and it caused us great harm, and now we can’t get rid of it no matter how hard we get rid of it!”
Hey, John Braine can see clearly.
Lu Ming was almost not amused by his crazy remarks. Just when he was about to humbly deny the three consecutive times, John Brain seemed to have expected it and immediately stopped and said:
"Don't explain Mr. Lu, I don't want to hear it, and don't pretend to be humble for me. If you want to explain, just explain to me why the Chinese economy has grown so crazy in the past 20 to 30 years if Chinese people don't know how to do business? Or do you want to explain to me again?"
Explain to me why you can quickly become the second largest economy in the world after China with a weak economic foundation. Is this called not doing business?"
Well……
This guy...
Lu Ming was speechless and had no choice but to shut up and change the subject. After a while, he took a document and gave it to the foreigner.
Another important thing that John Brain came to Tiansheng Capital on this trip was to obtain the asset price data sheet from Tiansheng Capital in order to package the 13.5 billion entrusted assets for the listing of capital securities.
The document Lu Ming gave him was the asset price data form.
"What? $42 billion in floating profit?"
John Braine, who was reading the asset price data table, suddenly stood up from his seat in shock. In other words, in one quarter from July to now, Lu Ming's trading of US$120 billion created a return rate of 35%?
John Brain read it carefully again to confirm that it was correct, and he read it correctly!
"Hahaha"
John Brain clapped the asset price data table in his hand, looked directly at Lu Ming and said excitedly: "Chinese people are the best at doing business. This is the evidence. You don't have to explain it."
Lu Ming motioned for him to sit down and said with a smile: "No, no, no, Mr. Blaine, you are wrong. The 'evidence' in your hand just proves that you Utahns can do business. You hired the best person to do business."
People who know how to do business will help you with asset management, so you are still the best at doing business, so there is no problem if you have a reason."
"Haha" John Braine smirked, and after sitting down he said with contempt in his heart: Come on, I believe you are a ghost!
However, when the foreigner saw the asset price list in his hand, he had no intention of talking about it. He roughly calculated that the proportion of the US$4.5 billion invested by Goldman Sachs Capital in this asset management was 22.5%.
, which means that the current floating profit belongs to Goldman Sachs Group, which is US$9.45 billion.
However, in order to distribute the money received, 35% of the excess performance commission must be deducted in accordance with the agreement, which is US$3.3 billion. In the end, Goldman Sachs's absolute net income was US$6.1 billion.
The absolute net income doubled in more than three months, which was not even three times a small amount. This was something John Brain never expected.
If I had known that Lu Ming's earning power was so strong, I should have given him US$10 billion. The book profit would have been US$13.5 billion. John Braine said in his heart that he should not have given Morgan Stanley and Carlyle Investment Group
Pull me in.
This wave of losses is huge, blood loss!
But it doesn't matter, now that this asset is packaged as marketable securities and listed through TCG Company, the market is in a frenzy.
"Mr. Lu, TCG will resume trading on the New York Stock Exchange on Friday, December 15th. I have to go back and prepare. Please give me a copy of this data." John Brain can't wait to fly back to Wall Street.
By packaging securities and backdooring TCG to resume trading, and by raising the price, Goldman Sachs Group can actually earn more. On this basis, it can be doubled several times, and it can also withdraw with profits in advance, avoiding the 15-year lock-in period for entrusted funds.
The biggest risk is the ultra-long cycle.
Lu Ming smiled and said: "This is the backup, you can take it away directly."
John Brain didn't say much, he immediately put the materials in his briefcase, left Tiansheng Capital after exchanging a few words, and flew back to North America on a private plane that day.
Cutting leeks is of course urgent!
Lu Ming is not idle either. When TCG resumes trading, he will definitely participate in a wave of emotional speculation and reap the rewards.
…
(Ps: Shennong passed away, but he is still alive. I really hope this is false news, alas~)
