"Mr. Lu, if you were in this position, how would you respond?"
Another leader couldn't help but say that he came here this time to seek the opinions of some high-level people in the domestic financial community. He may not necessarily adopt them, but the truth will definitely become clearer with more debate.
What is helpless is that none of the domestic fund managers can do anything. They all have no structure. They are nothing but good at forming a group. They are no more vague than retail investors when it comes to chasing ups and downs.
When the China Securities Regulatory Commission wants to discuss something at a meeting, it doesn't even bother to invite them to attend the meeting, and it doesn't even expect them to make any core contributions.
I can't count on it...
The appearance of Lu Ming, a talent who suddenly rose in the financial world, was an accident and aroused the management's ideas.
After a while, Lu Ming said crisply:
"The stock market kills valuations, no, it directly kills logic. It quickly drives the index below 3,000 points. It first releases the risks in the capital market and traps all the liquidity in it that intends to escape at high levels so that they cannot escape. However, domestic
The reservoir of the stock market is still too small.”
"Looking at the world, the three major markets with the largest market capacity are the stock market, bond market and real estate market. The first two markets in our country are too small to accommodate such huge liquidity, so this decisive blow to defeat the opponent is just
If it can be taken over by the real estate market, only the real estate market can do it."
"The advantage of undertaking the real estate market is that the transaction process is complicated. Unlike the financial market, stock transactions can be completed with just a click of the mouse. You can't catch up even if you run away. On the other hand, the more complex the transaction process, the more different administrative means can be used to complete it."
Control volatility, thereby locking in liquidity.”
"In this way, risks will not easily spill over. The disadvantage is that asset prices in the real estate market will skyrocket, prompting speculation from real estate speculators and further promoting the skyrocketing real estate market. It will become more and more difficult for ordinary people to buy houses, but there is no way. The United States wants to dig up all the leeks on you."
In order to make up for their shortfalls, there are no eggs left behind when the nest is overturned, sugarcane is not as sweet as both ends, and there is no other way to sustain billions of liquidity except for the housing market."
"The United States has worked hard for so many years to create a game for us. This competition cannot be broken overnight. The housing market will definitely skyrocket, but it can help us break the game. The next step is to see who can't hold on first.
Before the U.S. stock market bubble bursts, we will never allow any problems in the future housing market, because the U.S. stock market and the housing market are two sides of the same coin."
"Whoever has problems first will have problems with his currency. If there is a problem with the currency, all assets denominated in that currency will be bought by opponents at floor prices. In the end, the struggle is a game to see who can't hold on first, so my
The judgment is that in the future, the U.S. stock market will continue to have a unilateral bullish trend. It does not dare to fall. Even if a black swan breaks out and causes a crash, it will quickly pull up at the risk of death."
"In a larger sense, this is a battle over the destiny of the country. In the future, if we want to solve the housing market problem, we can only solve it with an open mind after the U.S. stock market crashes. If there are no worries, there are many ways to solve the housing market bubble."
"The opponent has already quietly made plans. In recent years, the U.S. dollar index has continued to strengthen. Along with it, the domestic stock market has now reached 5,000 points, setting off this crazy bull market. This is an intuitive manifestation and the picture is already clear."
"Although the U.S. dollar has not yet raised interest rates, the rapid strengthening of the U.S. dollar index has heralded that the U.S. dollar will enter a new round of tightening. This has made all speculative capital in the world smell the smell of blood."
"Our current foreign exchange reserves are constantly declining. This is a signal that international capital will withdraw early before the Federal Reserve raises interest rates. What is even more hateful is that a group of wealthy people in the mainland have also joined the ranks, or purchased a large number of assets overseas, causing the foreign exchange to fall rapidly, or concentrated
Selling mainland properties and evacuating overseas can be said to be a public call for short selling, which is tantamount to exacerbating the pessimism in the market and adding chaos to the country."
"The financial crisis created by the Federal Reserve through monetary tightening in the past will first consume the other party's foreign exchange reserves. Once the safety threshold is exceeded, it will easily trigger the risk of panic runs. This is what the United States wants to see most."
"To dismantle this harvesting operation in the United States, my personal view is that we must first start with the stock market. The first is to force the leverage to cause the stock market to fall rapidly. In this way, before the Fed raises interest rates, we first lie down below 3,000 points and completely
Disrupt the capital plan to flee the stock market at a high level, catch them off guard, bury their main funds alive at the top of the mountain, and how much money can they still have to copy my bottom?"
"Then the anchor of the U.S. dollar will be cut, and the lock on the U.S. dollar will be changed to a basket of currencies. The liquidity supplement tool will no longer be how much U.S. dollars come in and how much RMB liquidity is injected into the market according to the corresponding exchange rate in the past, but will turn to new tools.
It is entirely up to you to regulate market liquidity and get rid of the interference of the inflow and outflow of US dollars.”
"After that, the property market will gradually lock in liquidity in all aspects. As long as our foreign exchange reserves remain at around 3 trillion US dollars, our first layer of protection will still be safe and effective. As long as the harvest fails this time, a series of consequences will surely occur."
If we fail, even if we raise interest rates at the end of the year, we will eventually be forced to cut interest rates, thus declaring that this interest rate hike to profit from my plan is completely bankrupt.”
"With the old American's urine, if she fails to steal, she will be so angry that she may steal her by force, but she has to be on guard. This possibility cannot be ruled out. It's hard to say what will happen in the next few years. All we can do is to take advantage of the situation.
.”
After Lu Ming finished speaking, Wang Ju and others present could not calm down for a long time. When they came, they never expected that most of what he said were internally planned response strategies and almost coincided with each other.
Some of them have not even considered that these words can definitely play a positive role in further improving the response strategy for the upcoming financial war.
At the end, Wang Ju said with great solemnity: "Mr. Lu, I won't say anything more. These opinions of yours must be kept secret for the next three years. You must not explain them in public or quote them, especially in this special situation now."
Time node.”
In other words, the decryption of this financial layout will take at least three years. Once it is decrypted, it means success. Even if it is not successful, if the general public knows about it, then there is no need to hide it.
Lu Ming smiled calmly and said: "What point of view? Why don't I know?"
Everyone was stunned when they heard this. The atmosphere was originally serious, but it was broken like this. Everyone couldn't help laughing. Are young people these days so naughty?
With his words and attitude, as well as the fact that he said these words without reservation, the leaders present were relieved that Lu Ming was definitely not a person with arms turned outwards. The words he said had already shown that
After knowing his position, Wang Ju and others knew that he would definitely become the focus of attention next.
For Lu Ming, saying these words today is also a demonstration of his strength, which has great positive significance for Tiansheng Capital and himself. It means that in the future, Tiansheng Capital will most likely receive requests from social security funds, pension funds, etc.
Tiansheng Capital does asset management.
For asset management of state-owned assets, the weight of this fund is much larger than that of normal family funds, large private capital, and trust institutions.
Wang Ju and others are also in high spirits. It is definitely a big surprise. It is rare for such a young talent with unlimited potential to appear in the domestic financial industry. It is rare!
Such talents are really scarce in the domestic financial industry. Most of those who go overseas cannot compete with the top players on Wall Street. It would be false to say that you are not aggrieved by losing money and losing face.
Given time, he may not be allowed to go overseas to represent the domestic financial forces and compete with the top speculative players in the international financial community.
Judging from Lu Ming's current situation, in terms of financial speculation, he is as good as the top players on Wall Street. Using magic to defeat magic may open up another world.
Get back the lost position and face, and most importantly, the lost money.
When the two parties met for the first time, they started chatting at around 10 a.m. and continued until 3:30 p.m. before leaving. The harvest of this trip surprised Wang Ju and others beyond their expectations.
Lu Ming was also very excited about this unexpected meeting. He originally thought he could only be an outsider watching the show, but now it seems that he can at least play a role as a consultant.
What is basically certain is that in the subsequent flash crash of Big A, as long as it does not cause chaos and undermine the strategic plan above, you can do whatever you want, and everything will be fine.
When necessary, we can cooperate tacitly. With this level of opportunity, Tiansheng Capital's overseas expansion will be much smoother in the future. Even if we enter the context of strict control of asset outflows this year and next, it will not be a problem to give a green light.
The biggest difference between Lu Ming and other wealthy people who went abroad with their funds was that he took it out to find opportunities, face and money.
…
(Ps: If you want to add meals in advance, can you ask for a ticket~~, I heard that some rich people want to be cute, but I feel like they are cheating~~~[face covering])
