Chapter 956 [Consuming a wave of stock gods old man]
It’s Monday, April 6th. Today’s A-share market is closed because Tomb-Sweeping Day is a legal holiday and will not open until Tuesday tomorrow.
However, the FTSE A50 futures index, the three major North American stock index futures, the Hang Seng Index, Japan, crude oil and other markets are all open normally. Judging from today's global market performance, the situation is very good.
The A50 index violently rose by +2.30%, the three major North American stock index futures soared by more than +4%, the Hang Seng Index also rose by +2.50%, and the Nikkei Index also rose by +4.17%.
Then European stock markets opened, with the German DAX index rising by more than 5%, the British FTSE 100 index rising by nearly 3%, the French CAC40 soaring +4.48%, and the three European fools also took off.
The performance of major capital markets around the world has shown sharp gains.
For Big A, no surprise, there will be a sharp gap tomorrow and the weekend will be stimulated by the good news of the RRR cut.
The global capital market has embarked on a strong counterattack today, mainly because of the news.
Two major pieces of good news came out over the weekend. One is the impact of the increased probability of signing a new round of crude oil production reduction agreement. The other and most important is the significant decline in the number of new global crude oil prices. Finally, there is an inflection point signal.
At least judging from the data, we have reached an inflection point.
Johns Hopkins University released the latest statistics on the global epidemic. Yesterday, April 5, there were 74,700 new confirmed cases worldwide throughout the day, the first decline in a week.
Among them, the two most serious countries in Europe, Italy and Spain, have seen a trend of decline in new data. Among them, Italy had 4,316 cases yesterday, which was the third consecutive day of decline. Compared with the highest peak data,
It has been reduced by more than 30%.
An important judgment of global investors is that the top of the market should be the bottom of the stock market.
Moreover, the global market was already going crazy under pressure. As soon as the latest market data came out, investors in major markets began to buy the dip, which is why the prices skyrocketed.
However, against the background of a sharp counterattack in the stock market, the international crude oil market opened sharply lower today, with Brent crude oil opening lower than -6%. Although it started to rebound after opening lower, it was still unexpected.
Speaking of which, the crude oil futures market has recently recorded its largest weekly increase in the past year. To a large extent, the meeting between the Organization of the Petroleum Exporting Countries, OPEC, and Russia to discuss crude oil production cuts has been postponed to April 9. How many more days are left?
Days can continue to build expectations.
Now the United States, Russia, and Sate are quarreling over the issue of oil prices.
But this seems to be an unsolvable problem for Laos and the United States, because Laos and the United States hope that Russia and Russia will reduce production to ensure the stability of oil prices.
As for Sate and Erasi's demands, they also hope that the United States and the United States will follow suit in reducing production. At the same time, Sate also requested that the frozen money be returned as soon as possible, otherwise everyone will finish the game together.
However, the United States is acting like a rogue and saying that whether Maglican should reduce oil production or not will be decided by the market.
As for repaying the money, I was hesitant and prevaricating. I clearly didn't want to pay back the money, but I couldn't say it too clearly. After all, I was asking for help at the moment.
In fact, the United States knows very well that once it cuts production, North American shale oil and gas will still be doomed.
A group of thieves in the capital market can see clearly that last Friday, although oil prices continued to rise sharply, the stock prices of large energy giants such as Occidental Petroleum, Exxon Mobil and Chevron were all falling.
Yes, the reason is caused by the pressure from Sate and Ores to reduce production.
Only if oil prices rise and North American local oil companies do not reduce production, can North American energy companies survive.
But the problem is, Sate and Ores are not fools.
It can be seen that this problem is not as easy to solve as it seems on the surface. The best proof is that the stock prices of energy companies have not moved or are even diving.
…
In the afternoon, Lu Ming paid attention to another news, that is, stock god Warren Buffett sold Delta Airlines.
This matter is currently being analyzed and interpreted by various investors at home and abroad. According to Reuters, Berkshire Hathaway sold 13 million shares this week at prices ranging from US$22.96 to US$26.04, for approximately US$314 million.
of Delta Air Lines.
The stock god bought the company's shares as early as February 27 at a price of US$45.48 to US$47.14.
In addition, stock gods also sold shares of Southwest Airlines in North America in the past few days, and Berkshire Hathaway is one of the four largest airlines in North America, namely Delta Air Lines, Southwest Airlines, Magnesium Airlines Group and United Airlines
One of the largest shareholders of the holding company.
Going back more than a month, when the market began to panic and fall on February 27, Berkshire Hathaway once again bought Delta Airlines. If this investment is calculated based on the average sales price of about US$24, the stock god
If you lose 50% of your money, you will lose half of it.
This wave of stock god’s selling of airline stocks can be regarded as a cut in half, which also makes many investors worry that it will trigger panic selling in the future. After all, even such long-term value investors are not optimistic about airline stocks, and the panic caused may be a chain effect.
of.
What I have to say is that because of the coronavirus panic, which pushed the aviation industry into the biggest crisis in history, stock investors began to buy airline stocks in the third quarter of 2016. At that time, Delta Air Lines’ stock price averaged around US$38.
It then moved higher, during which time Berkshire continued to increase its holdings.
Now, the company's stock price has fallen to the level around May 2013. This wave of stock gods has suffered a huge loss.
At this moment, when Lu Ming saw the news, he thought about it and immediately decided to go against the stock gods. Tiansheng Capital has developed to this level and needs capital from all over the world to interpret a signal, that is, Tiansheng Capital has always been able to maintain its right attitude.
Accurate market judgment can keep winning, and this kind of ideological stamp must be planted on the outside world.
Given such an opportunity, Lu Ming would definitely not let it go. He had to spend a lot of money. Although the old man was old, who asked him to give him the opportunity? He couldn't help but blame the young people for not practicing martial ethics, so he logged in immediately.
I haven’t had a social media account online for quite some time.
Then I attached a link to the news report about the stock market star cutting off airline stocks, and edited a piece of text to update it:
[In just one month, Berkshire bought shares of Delta Air Lines for $45 and sold them at a price of $22. Mr. Buffett once said: "When the market falls, you can easily make a profit."
Things are sold at a discount, but once the market goes up, it will be very difficult to buy them back." What kind of market expectations did the old man see that made the old man make such a decision?
Could it be that a big bear market is coming?
No, the big bear market came a month ago, and it has been a bear for a month. If you still think that the big bear market is coming, then you are really living among the bears and not knowing the bears.
It’s hard to say in the long term, but in the short term, Delta Airlines is still expected to return to a price above $50 within the next year. The old man’s price of $22 is really a bit hasty.]
