Chapter 463 [Why is there that bastard Lu Ming everywhere? 】
Qi Wei was about to leave. Lu Ming thought of another important product and immediately said: "By the way, when investing in international crude oil, close short orders and open long orders. At the same time, we must pay close attention to the recent trend of oil prices, especially the international geopolitical situation."
The question of the changing dynamics of relationships.”
Hearing what Boss Bo said, Qi Wei thought for a while and couldn't help but asked curiously: "Chairman, do you mean that North America's strategy towards the Middle East will change?"
Lu Ming laughed and said: "You can't play this game without paying attention, especially the strategic situation of Laos and the United States towards Iran. Now it seems that Lao and the United States are imposing tough sanctions on Iran. Maybe there will be a big reversal in a month or two.
.”
Qi Wei nodded: "Understood."
This year has entered the second half of 2018. For the oil market, the oil price this year has been a roller coaster ride. In May, the price of Brent crude oil reached the US$80 mark, once reaching a new high in the past four years.
It has fallen back now, but Lu Ming is very clear that in the next two months or so, oil prices will continue to rise. Brent crude oil prices should soar to a high of over 85 US dollars in October.
Then after October began a flash crash to sub-$50.
The current adjustment stage is not large. The market is generally optimistic about the rise in oil prices. The reason is that global investors expect that North American sanctions on Iran will lead to a reduction in supply in the crude oil market. A large number of investors are even optimistic that crude oil prices can return to $100.
This pass.
Few people now realize that oil prices will plummet in the second half of the year, but Lu Ming is obviously not one of them. The current roller coaster market of oil prices is actually like a duck in water for the overseas diving funds under Tiansheng Capital, which jumps repeatedly.
, the rhythm of long and short takes all.
Now many people think that North America's sanctions on Iran will push up oil prices, but a considerable proportion of oil in Greater China is imported from this country. Rabbits are not easy to mess with, and the United States has not gone too far.
The country ignores and continues to import oil from Iran, and the United States has not taken any substantial actions.
The final act was a bummer for global investors. No one expected that the United States would exempt some countries and regions from importing oil from Iran, and the most critical Greater China region was included in the exemption.
Yingjiang is obsessed with saving face, and Rabbit will not make trouble in person. It will be exempted, and will not say anything as long as it does not actually hinder the import of oil.
But this means that North America has actually given up its sanctions on Iran.
In the end, the bulls will definitely suffer heavy losses, and Wall Street hedge funds will make a lot of money. Lu Ming's strategy is also very simple, just blend in and take the meat from Wall Street's bowl.
If you have money, let's make it together.
The sharp rise and fall of international oil prices, Tiansheng Capital's diving funds secretly amplified leverage and volatility also played a role in fueling the flames. We are also happy to contribute this force. Only in this way can we reap maximum profits.
In addition, there are many factors responsible for the sharp rise and fall in oil prices this year. The President himself has also become a key factor in suppressing oil prices. He has tweeted several times in support of low oil prices and attacked OPEC, which is led by big players.
Secondly, there is the rise of the North American shale oil industry, which has made North America surpass Russia and Russia to become the world's largest oil producer. Crude oil supply has begun to be in excess. Although global demand has exceeded the 100 million barrels per day mark, this is also
The oil and gas market has become excited, but competition from North American shale gas has also increased.
The last factor is that the Federal Reserve’s signal that it plans to continue to raise interest rates in the second half of the year has further aggravated the plunge in global stock markets. At the same time, oil prices will also fall. As early as February at the beginning of this year, there was a linkage between oil prices and the stock market.
Plunge.
This kind of linkage plummeting scene will continue to repeat itself after the next October, and it will be more fierce than in February at the beginning of the year. The Nasdaq can even go from more than 8,000 points to more than 6,000 points.
In the office, Lu Ming looked at the oil price trend on the computer and said in a deep voice: "For now, the stock market and the oil market are echoing each other. We must beware of the linked plummeting situation in February. If such a short signal appears again,
There are signs of this, and the ensuing plunge will most likely be even more severe than the one in February. The global economic slowdown has been dragging down the stock market, and oil prices will also be affected by the stock market."
Qi Wei nodded again: "Understood."
Bo SS's predictions on the market, especially the discovery of short signals, have always been terrifyingly accurate and cannot be trusted.
For a large institution like Tiansheng Capital, it doesn't matter whether the market is rising or falling. As long as it can predict and react in advance before the two major signals of long and short come out, it can make a lot of money.
If a short signal is discovered and confirmed, go short. Vice versa, if a long signal appears and is confirmed, go long.
If you follow the right rhythm, you will always make money, long and short will take it all.
If you step in the wrong rhythm, you will be slapped in the face left and right.
Moreover, as the size increases, leverage can be enlarged to increase speculative fluctuations in the market, thereby earning greater profits.
…
New York.
In John Brain's office, he is reading a piece of information at the moment. The material in his hand is the minutes of the conference call of Tiansheng Capital's interim results from the other side of the ocean. The content has of course been translated into English.
"Madefak!!"
John Brain got angry while reading. He threw the materials on the table and cursed: "Damn it! This damn bastard is so haunted. How come he can be seen everywhere?"
The minutes of the meeting show that Tiansheng Capital short-listed bulk markets such as gold and non-ferrous metals. John Breen was angry that a large amount of profits that should have belonged to Wall Street were diverted to Tiansheng Capital's pockets.
In the long run, Tiansheng Capital's profits will mean that Wall Street's profits will decrease a lot.
This is not the most irritating thing. The most irritating thing is that Tiansheng Capital did nothing, just hid behind and ate like crazy without doing any work or effort, and ate a lot of money while hiding under the water.
To make this money, Wall Street has to publish research reports, conduct credit reviews, and exert its efforts in the public opinion field, all of which require investment costs.
It's better for Tiansheng Capital to just follow it from behind and then it's over, and it doesn't take away a single cloud when it's over.
In fact, this is not what worries Wall Street the most. John Breen and other Wall Street giants are more worried about the long-term impact. If Tiansheng Capital continues to maintain this situation, global capital will flock to Tiansheng Capital.
, begging and crying to let him take care of the money and take care of enough.
Because capital must be profit-seeking. Lu Ming's ability to make money is so strong and invincible. How many capitals are not interested? Even if it can be prevented from dealing with Tiansheng Capital on the surface, it is absolutely impossible to stop it secretly. Capital will always find it.
Find a way to send the money to Lu Ming.
The annualized rate of return of Tiansheng Capital’s LPs has reached +160%. This is an unimaginable figure. Even an annualized return of +50% is enough to make global capital crazy. The annualized rate of return of stock god Buffett is also
But it's about 20%.
What is the concept of annualized +160%? Just like giving Lu Ming $1 billion to manage now, without calculating transaction costs, it can bring a profit return of $117.8 billion in five years.
You know, what Tiansheng Capital manages is not just a few hundred million, but tens of millions or trillions, and it will give you more than double the annualized profit every year. In the eyes of John Brain, this is something that not even God can do.
number arrived.
Of course, this is just theoretical data.
The actual situation is definitely not such an exaggeration, because as the scale of funds continues to increase, the annualized income will definitely decrease with the lengthening of the time period. It is not difficult to conclude that there are only so many leeks in the world.
Maybe we can maintain a god-level annualized return of more than 100% in the first five or ten years, but it is impossible to maintain an annualized return of more than 100 in thirty or sixty years. That is too exaggerated. Even if it is ten years
If all the leeks on the earth are added up, even if all the leeks are dug up, there won’t be enough to harvest.
But having said that, for LPs, as long as they can grasp the golden stage of Lu Ming's huge profit growth in the next five years and hand over money to him for management during this period, it will be an incredible reward.
In the face of such a huge temptation, no matter how hard he thought about it, John Brain felt that no one would be able to sit still. If nothing else, he had already gone in with 10 billion US dollars from Goldman Sachs. Not to mention 5 years ago, even if Lu Ming could
Maintaining an annualized rate of 160 in the next three years, and splitting it 50-50 with Tiansheng Capital in accordance with the agreement, Goldman Sachs can still make a net profit of more than 80 billion US dollars. This rate of return is really too good to stand up to.
