Chapter 119: Fat Tiger Fund's Layout of US Listed Companies



However, Bao Junyi was stunned for a moment, then he immediately reacted and responded.

The two of them just let things flow naturally, as if things were going to work out.

Soon after, there were heaving sounds in the room.

It lasted until dawn.

The next day.

Bao Junyi woke up in a daze with the sunlight outside the window shining on his face.

Suddenly, I recalled the madness of last night.

He quickly looked at Dai Anna beside him, but found that she was gone.

I touched the place where she slept, and it was no longer warm, which meant she had been gone for a long time.

However, Bao Junyi discovered a pool of dirt and was stunned.

Then, Bao Junyi got up with a wry smile.

I saw a note on the table that said, "I'm back in Eagle Country. Don't come looking for me."

Bao Junyi sighed and said, "What a sin!"

......

Bao Junyi got up, washed up, and went to an inconspicuous coffee shop on Wall Street.

Ten minutes later.

Julian Robertson entered the coffee shop, ordered a cup of American coffee, and then walked to the seat opposite Bao Junyi.

"Boss, there's no need to be so secretive. Many institutional investment banks have already guessed that the Fat Tiger Fund belongs to you."

"Other people's speculation and knowing are two different things, so it's better to keep it secret."

"All right."

Julian Robertson said excitedly: "Boss, do you know how much we made this time?"

"How much? Is it more than last time?"

Julian Robertson was choked, and after a while he said, "Boss, how is that possible? We don't always have such a good opportunity as last time."

"This time it's less than last time, but it's still $3.668 billion."

"After deducting the handling fees and the money from politicians and wealthy individuals, the funds belonging to Miracle Group are approximately US$3.166 billion."

Bao Junyi nodded with satisfaction and said, "Robertson, you did a great job. This time the team will get a bonus."

"Thank you, Boss."

Julian Robertson continued, "Now, with the profits added to the Fat Tiger Fund, the capital has reached $6.846 billion."

"If we include previous investments in stocks of companies like Coca-Cola, Intel, and IBM, as well as angel investments in technology companies, Fat Tiger Fund now has over $7 billion."

Bao Junyi smiled and said, "Very good. Take out 3 billion US dollars and transfer it through anonymous channels in Switzerland and other countries to our hidden accounts in Hang Seng Bank and Bank of East Asia in Hong Kong."

"The group is currently short of working capital, and this money is just in time to ease the group's financial pressure."

"Okay, Boss, I'll arrange it when I get back."

"Robertson, what are your plans for the Fat Tiger Fund going forward?"

"After all, you are the head of the Fat Tiger Fund. I can't provide information for a long time. I need you to take the helm later."

Julian Robertson said seriously, "Boss, I found this out through the US market CPI (Consumer Price Index), PPI (Producer Price Index), and money supply data M1 and M2."

"Currently, the U.S. market is experiencing high inflation. If interest rates are not lowered and inflation is not controlled, corporate procurement costs will increase, and companies will not be able to earn enough funds, resulting in inability to pay wages, which will ultimately trigger a chain reaction of bankruptcies."

"So, I plan to take advantage of the opportunity to buy the bottom and buy companies or stocks that have potential and are in line with future development trends."

After listening to Robertson's analysis, Bao Junyi was very satisfied. From the 1970s to the early 1980s, the United States was indeed in a high-inflation economic environment. The prices of raw materials purchased by factories remained high. Coupled with the problem of labor costs, a large number of companies fled the United States to labor-intensive and low-cost areas.

This led to the emergence of the four Asian tigers in later generations. A large number of labor-intensive enterprises moved in, creating a large number of jobs and boosting local economic development, paving the way for the rise of Hong Kong, Taiwan, Korea, and Singapore.

Bao Junyi nodded in agreement and said, "Yes, that's very well said. I was right about him."

"Thank you, Boss."

“Besides this, are there any other investment plans?”

Julian Robertson pondered for a moment before saying, "There are also stocks of large US listed companies. I could hold some."

Bao Junyi interrupted, "Forget about the stocks of large American companies. In the current inflationary environment, they are in danger."

"Boss, what do you mean?"

"Don't guess blindly, just watch."

Bao Junyi could remember that in his previous life, the currency crisis was caused by the U.S. government forcing small and medium-sized enterprises to transform, using the method of breeding insects to screen and retain the strongest companies. This was also the U.S. government changing its course.

Bao Junyi continued, "The international economic environment is not good right now, and the prices of rare metals will slowly rise. We can buy some gold and silver futures and hold them until the early 1980s."

"Boss, the price of gold has now exceeded $300 per ounce. Are you sure you can still buy it?"

"Robertson, every country is experiencing inflation, oil prices are soaring, and the stock market is in a bear market. What do you think we can invest in now?"

"this..."

"Right now, the wealthy are just looking to preserve their value against inflation and prevent it from depreciating. So, where can such a large amount of money be stored?"

Julian Robertson thought for a moment and said, "Why gold?"

"Haha, because the US announced the decoupling of gold in 1971, and then linked it to oil, so there is no limit to the increase in gold prices."

"Before, because gold was pegged to the U.S. dollar, if the price fluctuated too much, the Federal Reserve would definitely intervene. But now it's different, do you understand?"

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