Lu Ming stayed at home alone today, and spent the weekend with An Yirou's native family. It was also a rare time for Lu Ming to recharge his batteries.
It was around 10:30 in the morning, and Lu Ming was sitting alone on the sofa in the living room with a laptop on his lap, paying attention to the international foreign exchange market and some current international financial news.
Lu Ming was a little regretful that he could not participate in the next thrilling financial defense battle and could only be a spectator. Tiansheng Capital had already developed fast enough, but it wanted to participate in such high-level operations and play a role in it.
Still not enough.
At the end of this year, the Federal Reserve will definitely start to raise interest rates for the first time in ten years, which means that the United States will finally wield its sickle to harvest the world. The world has never imagined that the international financial market is about to be rocked by tsunamis and storms.
For the bloodthirsty Wall Street capital, financial turmoil and tsunamis are the arrival of a gluttonous feast. Before the United States announced an interest rate hike, they had already smelled the strong smell of blood and began to sharpen their knives and pounce on the frightened lambs.
them.
Wall Street financial capital then easily overthrew the Algentine peso, and then defeated the Bassi real. They made a lot of money, were so proud of themselves, and gradually forgot about it and became arrogant.
The greedy Wall Street capital set its sights on the currency of the world's second largest economy with red eyes.
Perhaps during this period of time, most Wall Street capital has already begun to formulate specific action plans on how to eat this fat rabbit, and Lu Ming would not be surprised by this.
Just as he was thinking a lot, the sound of the villa doorbell suddenly broke his thoughts.
Lu Ming thought it was the housekeeping staff who came to work, so he picked up his mobile phone and opened a real-time surveillance camera. There was a camera at the front door. At first glance, there were three to five strange men in strict formal attire. Looking at their faces, their age
They are all multiples of Lu Ming's level.
He immediately stood up and went to open the door.
"You are..."
"Hello Mr. Lu, we are staff of the Administration of Foreign Exchange and the China Securities Regulatory Commission. We came uninvited this time to talk to Mr. Lu about financial work exchanges."
Lu Ming was surprised.
The other party handed me the ID, and I checked that it was correct. Moreover, I could tell from his temperament and conversation that he was a member of the system.
"Everyone, please come in!"
Lu Ming handed the ID back to the other party and invited everyone to enter the house.
After the guests took their seats and the visitors introduced themselves to each other, Lu Ming immediately said with a smile: "The leaders suddenly came to visit us. I was really unprepared. Please forgive me for the poor reception."
Director Wang from the Administration of Foreign Exchange stopped and said with a smile: "It's our turn to say this, Mr. Lu, we are here to ask for advice."
After hearing this, Lu Ming immediately said politely and modestly: "Wang Ju's words are serious, how dare Lu Ming talk about asking for advice in front of all the leaders."
After exchanging modest greetings and gradually getting down to business, Wang Ju said with a smile: "The so-called three people must have a mentor. Mr. Lu's ability in the capital market is indeed surprising, even shocking. We are all very curious about why you are here at this time."
What if nodes choose to withdraw from the capital market on a large scale and switch from holding shares to holding currencies? If you feel that there are major risks in the market, what risks do you see?"
When you pull up the data in the real-time monitoring halls of the two major exchanges, you can see that Lu Ming's Tiansheng Capital has recently sold tens of billions of stocks in large-scale sales. Obviously, he believes that there are risks in the market outlook.
Lu Ming was surprised. These words came from the mouth of Director Wang who worked at the Foreign Exchange Bureau. The question he asked seemed a bit unnecessary, but it was obviously not that simple, let alone a special visit to consult.
I am afraid that this trip is definitely not a door-to-door inquiry. How can I have so much time if my curiosity is so simple? It is still at this critical moment.
At the end, Lu Ming looked around the crowd and said: "Everyone, to be honest, from an investor's point of view, I think the market outlook is about to face major risks driven by external factors, so I have to avoid risks, but from the perspective of a domestic financial practitioner and a
As a Chinese, seeing the recent situation in the international financial market, I am very worried about the barbaric invasion and plunder of international financial capital. To put it bluntly, Wall Street capital is wielding the sickle of harvest against us. This has been true since the birth of the financial tsunami in 2008.
They are destined to have this cut."
Lu Ming continued: "Originally, the surge in the domestic capital market can be traced back to the financial tsunami in 2008. My prediction is that the United States will definitely raise interest rates by the end of this year or next year at the latest. He must do this, but if he does so, then
The whole world must be harvested harshly."
Hearing these words, Director Wang and others were very surprised. The risks were similar to those perceived by the management. This young financial practitioner was indeed sensible and he was looking forward to today's trip for a while.
"Mr. Lu, where did you get this news? Who told you?"
When Lu Ming heard this, he couldn't help laughing and said: "This is my own judgment on the market."
Everyone was surprised again, and Wang Ju suddenly said: "Please tell me your opinion, we are all ears, including all opinions or suggestions, please speak up."
Lu Ming also heard some important information from the other party's words. The management seemed to have realized the potential risks, which was a good thing. He nodded and organized some words in his mind and said:
"The reason why I think we should talk about the 2008 financial tsunami is because at that time, the United States allocated money through the Ministry of Finance to rescue Wall Street. The market was stabilized, but the sequelae were left. The money will not appear out of thin air. The money from the Ministry of Finance will not appear out of thin air."
It’s taxes, which means people across the United States pay for Wall Street. The biggest sequelae is that the risks that were originally borne by some Wall Street financial institutions were ultimately borne by the system.”
"If the system cannot obtain enough wealth from the outside to make up for this shortfall, systemic risks will rise sharply. There is no doubt that the United States will harvest wealth from all over the world to fill this hole, and here
In the process, the U.S. stock market assumed the function of draining the reservoir."
"A large number of dollars are idling in the financial system centered on the U.S. stock market. They are waiting for an opportunity to continuously increase the valuation of listed companies in the U.S. stock market, which is equivalent to the profitable business sectors of the United States around the world. As long as external wealth is harvested,
The plan can be realized, and the acquisition of high-quality assets from other countries at low prices can realize the falsely high valuation. Therefore, the US stock market has strengthened rapidly after the 2008 financial tsunami and continued to rise desperately, and will continue to rise in the future.
Right here.”
Wang Ju and others couldn't help but nodded silently. No one said a word. Lu Ming obviously hadn't finished speaking yet, and they were all waiting for his next words.
After a while, Lu Ming continued:
"After the financial tsunami in 2008, the U.S. dollar continued to cut interest rates to around 0, and there was no way to lower it. From 2008 to 2014, the U.S. dollar index had been fluctuating around 80, which was a period of weakness. Common sense in the financial world knows that a country's currency is in a period of uncertainty.
The exchange rate with the U.S. dollar determines the international competitiveness of the country's goods, and our strategy has always been to follow the U.S. dollar and maintain a trend that is always weaker than the U.S. dollar but stronger than other countries' currencies."
“The advantage is that it can act as the shadow of the US dollar and benefit from the pro-cyclical trend of the US dollar, but the disadvantage is also obvious, that is, we have to bear the risk of dual monetary stimulus. If the US dollar is loose, we will also be forced to loose and bear imported inflation. This is also
While benefiting from the country’s rapid development, it must bear the price.”
"In the past few years, the flow of U.S. dollars has been firstly into U.S. stocks, and secondly into emerging market countries. Therefore, our foreign exchange reserves soared rapidly from less than 2 trillion U.S. dollars after the financial tsunami to nearly 4 trillion U.S. dollars last year, which is still not calculated.
Inflowed from other illegal channels.”
"Excluding exchange rate changes, the newly added 2 trillion U.S. dollars must be converted into 13 trillion yuan. These are real money and silver monetary funds. If these funds come in, if we conservatively estimate, the market flow will be formed with 5 to 10 times of leverage.
It has mobilized more than 100 billion liquidity, and such a huge scale will have a huge influence on any country."
"The continuous influx of these hot money will lead to severe inflation when it enters the civilian commodity market, and it will be a super bull market when it enters the stock market. The Shanghai Stock Exchange Index has now reached around 5,000 points. This is what is happening."
"The United States uses their stock market to handle this huge amount of liquidity, because their market capacity is large enough, while the total market value of our stock market before the start of this bull market was only 30 trillion, and the total market value so far is only 70 trillion.
Less than one trillion, even if this bull market has already reached its limit by 40 to 50 trillion, the capacity still cannot handle hundreds of billions of liquidity."
Wang Ju and others listened more and more solemnly. They found that what Lu Ming said was coincidentally what they were worried about at the moment. Apparently they also saw the insidious intention of Lao Mei. No wonder he would evacuate at this time. Unexpectedly, a young man
They were surprised that young outsiders could see so clearly.
