Chapter 180 Winter Broadcast, 2021

Before we knew it, it was 2021.

The time for winter sowing has come again.

Due to the repeated outbreaks of the epidemic and the inconvenience of travel, Li Feng simply closed the trading room in Jingu Building.

Before leaving, Lao Ning tried to persuade him to stay again and again.

Since the outbreak of the epidemic, businesses in many industries have been affected, and the office occupancy rate in Jingu Building has continued to decline.

Although Li Feng’s trading room does not earn much from rental, every penny earned is still money, and at least it can help to cover the water and electricity costs.

But Li Feng was determined to leave, so he cleaned the trading room and handed it over.

When Li Feng returned home and just sat down on the sofa, Lin Menghan came out of the study and said, "You haven't updated in over a week. My fellow readers have been urging you to update. Why don't you write a chapter quickly?"

"What to write?" Li Feng asked.

"Write your investment strategy for 2021," Lin Menghan said, pointing to her phone. "Look, it's already mid-January, and you haven't written it yet. You've broken your promise."

"In fact, I did not break my promise. 2021 is the year when the old cycle replaces the new one, and it is the second year of the great inflation cycle. I have already stated the specific investment strategy last year, which is to climb on the big ship of the strong cycle and stay away from the white horses of the old cycle."

Li Feng walked into the study and took out the printout of the 2020 Central Economic Work Conference.

"In addition, there are several points to note. The first is the new policy written into the Central Economic Work Conference: strengthening anti-monopoly efforts and preventing the disorderly expansion of capital."

"A typical example is the failed IPO of Ant Financial last year. This year, we must stay away from these related stocks. We retail investors have small capital and can run fast. If we can get ahead of the big institutions in selling, there is still a glimmer of hope. If we run too slowly, it will be doomed."

"Secondly, amidst the recurring epidemic, the Central Economic Work Conference once again emphasized the importance of housing for living, not for speculation."

"We must stay away from stocks in real estate and related industrial chains, not only because of Guo Jia's regulation and the end of the real estate cycle, but also because of the arrival of a period of hyperinflation."

“When the old cycle turns to the new one, a large amount of smart money will foresight and abandon the old cycle and embrace the new one.”

Lin Menghan took the Central Economic Work printout from Li Feng, looked through it carefully again, and asked, "You mean, we should hold on to our shares?"

"Hold your stocks and don't move. The big cycle is coming. Now that we're on board, we must get off when we reach the end."

Zhao Xinyue also walked in at this time and said, "It's a pity that we didn't buy COSCO Shipping Holdings. Look, it has risen from more than 3 yuan to more than 10 yuan!"

"If you missed it, don't envy it. No one knows that the United States is so crazy about giving out money," Li Feng said, shaking his head.

"You've seen the news, right? The pandemic has disrupted the international supply chain. Goods in American supermarkets are in short supply. Ship after ship of goods are being shipped from my country to the US, and container ships are overwhelmed. Even US ports are blocked, and it often takes days, or even weeks, to unload the goods."

"But don't worry, if shipping prices rise, non-ferrous metals will also rise sharply."

"Why?" Lin Menghan asked.

"Because the big inflation cycle is not only caused by excessive money supply, but also by the imbalance between supply and demand. The exploration and production of non-ferrous metals, especially copper mines, often takes seven to eight years, or even more than ten years. The replacement of ships also takes more than ten years," said Li Feng.

"The last time there was large-scale shipbuilding and mining of nonferrous metals was around 2007. Over the years, the ships have gradually aged, the quality of the mines has gradually declined, and the Federal Reserve's crazy money printing has directly triggered this major inflation cycle."

"Once this cycle starts, it will last five to six years, or even seven to eight years. It can't be completed in one or two years. After all, ships can't appear out of thin air, and minerals can't fall from the sky. The last major cycle started in 2001 and lasted until 2007, and even rebounded in 2010."

“This cycle will last until at least 2025!”

—————

Just move your hands and send a free love signal.

Your support is my motivation to update