Hearing Lu Ming's words, Qi Wei was stunned. He quickly reacted and couldn't help but said: "Chairman, wouldn't he? Doesn't the US worry about damaging global investors' confidence in the US stock market?"
Lu Ming shook his head repeatedly and said: "I thought so before, but now I look back and think about it... Let's put it this way, if I just want to cheat the foreign capital in Tiansheng Holdings, and then play rogue, private placement, asset transfer, divestiture, etc.
All means are used. I say hello to Mr. Lin, Mr. Wang and their organization. I am only targeting foreign capital in this matter. You can just watch the show."
After hearing what the BOSS said, Qi Wei was speechless for a moment to refute. Of course he knew what Lu Ming wanted to express.
It is because the United States wants to cheat the equity assets held by Tiansheng Capital in the North American market. Before using means outside the market, it will say hello to others, such as greeting other allies in the Western world such as Europe, and only targets Tiansheng Capital.
Then it would be difficult to cause market panic.
How can there be any fair competition or free market in this world? It's all bullshit. The so-called free market is based on the premise that the United States can become the biggest beneficiary of the rules of this game.
Lu Ming said in a deep voice: "The guy who is in charge now in the United States is a genius. He is very obsessed with operations. It is difficult to predict how he will operate. This is the biggest risk in investing in the U.S. stock market, so all open positions must be taken.
Cash out, then spend more energy and cost, disguised as funds from all over the world and sneak back into the U.S. stock market quietly. From now on, we can't openly harvest the leeks of the United States, we can only do it secretly."
Qi Wei thought thoughtfully for a moment, then nodded and responded: "I understand, Chairman, then the evacuated funds, including the LP funds of several major Wall Street institutions, also need to be withdrawn?"
Tiansheng Capital received a total investment of US$13.5 billion from LPs from Goldman Sachs and other major institutions, and at the same time leveraged US$100 billion of leveraged funds, totaling US$120 billion to place US stocks.
Lu Ming shook his head and said: "No, except for withdrawing part of the principal and profit capital of Tiansheng Capital, the investment of Wall Street LP institutions will not be touched at all. If the United States takes action on these funds, then let
If they go ahead and take action, it does not have the interests of my company nor the domestic LP institutions. They are all the interests of Wall Street. They are fighting against each other. I am happy to be a spectator."
Lu Ming is completely confident about this part of the funds from foreign LP institutions. What if the leaders of Sichuan University deduct all or even confiscate them? Anyway, the money belongs to the vested interests of Wall Street, and the ones who are anxious must be institutions such as Goldman Sachs Group.
Tiansheng Capital has not suffered any losses. To be honest, the loss is at most the excess performance commission it managed for foreign investors. As long as the company's own assets and the assets of domestic LP institutions can safely evacuate from North America with profits, other
can be ignored.
Qi Wei nodded and said, "I'll take care of it right now."
Lu Ming also ordered: "In addition, in the international foreign exchange market, the U.S. dollar index reversed long and short, flipped long and went unilaterally long on the U.S. dollar index, and boldly increased leverage. In addition, offshore RMB assets were gradually and orderly withdrawn, and participation in
to global commodity trading.”
The Fed's interest rate hikes have led to an appreciation of the U.S. dollar. Even if the RMB exchange rate remains unchanged, it will indirectly depreciate because the U.S. dollar is appreciating.
However, the withdrawal of offshore RMB assets cannot be large in and large out, because the pool does not have as large a capacity as US dollars, and Tiansheng QDIE holds a lot of offshore RMB. Large in and out will cause short-term violent fluctuations, and if not handled well, even
It will affect the domestic capital market.
After all, the fluctuations in the foreign exchange market have attracted much attention from global capital and represent a trend in itself.
Offshore RMB is also a huge amount of money. Although you can make money by shorting RMB in the future, Lu Ming will definitely not do this. He can make more by directly participating in the long and short futures trading of global commodities.
.
Qi Wei nodded: "Understood!"
Arrangements and adjustments for hundreds of billions of US dollars of funds usually require key consultations and discussions at a meeting before the decision is made. In Lu Ming's case, the arrangements were made in just a few words, giving people a very "sloppy" feeling.
.
But Qi Wei didn't have any objections, he really didn't have any objections. Who made the chairman accurately set the rhythm every time, so that he believed it as the truth without any doubts.
Because facts speak louder than words.
The fact is that in such a sluggish global environment this year, Tiansheng QDIE still made a substantial profit of more than 20%. Qiwei is aware of the situation when he focuses on overseas investment.
Lu Ming added: "In addition, give me a copy of the asset income statement of the company's overseas investments. I want the latest data."
Qi Wei responded: "No problem, I'll ask my assistant to sort it out and send it over later."
…
About twenty minutes later, the latest data on Tiansheng Capital’s total overseas assets was sent to Lu Ming’s office.
As of now, Tiansheng Capital's total overseas assets have reached a new high of US$501.3 billion, and its total return this year has reached +22%, which can be said to be a very generous return.
With the global capital market plummeting at the beginning of the year, it is not easy for Tiansheng QDIE's investment income to achieve overall positive growth. You must know that Bitcoin has now been cut in half, reaching a maximum of 20,000 US dollars, and has now been cut in half to 1
At the integer mark of 10,000 US dollars, this position may be broken at any time.
As for Tiansheng QDIE's assets, the proportion of Bitcoin assets is not low. There are currently 3.97 million assets. If the price of Bitcoin halve, these assets will shrink by about 40 billion US dollars.
Even so, the overall profit of Tiansheng QDIE Fund is a cumulative floating profit of +22% since the beginning of the new year, completing Buffett's annualized income target.
Among overseas investments, Mingpai’s holdings of U.S. equity assets currently have a total market value of US$175 billion. They are funds to be evacuated. They are also assets owned entirely by domestic LP institutions and Tiansheng Capital’s own investments. They are not counted as Wall Street.
If we include the 13.5 billion U.S. dollars invested by LP institutions and hundreds of billions of leveraged funds, the market value of the positions would be as much as 250 billion U.S. dollars.
They are all North American core assets, such as Salesforce, Microsoft, Amazon, NVIDIA, Netflix, Apple, Google and other core assets.
Over the years, I have been enjoying the dividends brought by rising asset prices by relying on these core assets of U.S. stocks. It can be said to be quite satisfying.
Seeing these data made Lu Ming even more determined to run away. If he were sitting in the position of the commander-in-chief, facing the terrible situation that the beautiful country is currently in, he would definitely not let Tiansheng Capital take such a large sum of money.
Just run away.
The biggest advantage of investing in the stock market is that you can run fast. Unlike investing in the real industry, it is very difficult to run. The various procedures are very complicated. If the other party is determined not to let you run, you basically won't be able to run because there is not enough time.
But the stock trading market is different. This is a modern securities market that can complete a transaction in 0.6 seconds. If there is enough, the one-click clearing transaction will quickly disappear.
