Chapter 369 It’s settled
Kuang Jiaming didn't know much about financial reports, he only knew that the Lin family's stocks were very popular in the market, but looking at the expressions of the people in front of him...
He swallowed the words that were on the tip of his tongue.
Su Xiaoli picked up the badly worn set of playing cards and flipped through them unconsciously.
She was studying the overall situation and how to go all in on the Lin family.
The only logic we can use is the logic of inflection points. If we take what others discard and discard what others take, we will go against the trend and create a purgatory for Lin Er.
She wanted to dig a hole, but not for herself, but for Lin Er.
"Everything has two sides. I think that now that we are approaching the end of the bull market, we might as well go short completely." She expressed her conclusion after careful consideration.
The remaining few people looked at her, waiting for her to continue speaking in detail.
"The bull market has lasted for five years. The US stock market has risen by 229%, with an annual compound growth rate of 26.6%, setting a new record for the rise of the US stock market. The Hong Kong stock market has been even crazier, rising 2.3 times in less than three years."
"Li, you know, this cannot be called a basis." Oscar said lightly.
It’s not that he doesn’t support Li’s decision, he’s just analyzing it based on common sense.
"This is exactly what I wanted to say." Su Xiaoli turned over a playing card, "Ace of Spades".
She said flatly: "The current stock market price increase is much faster than the real economy, and is heavily dependent on valuation rather than the growth of actual corporate profits."
She had reason to say that.
Several people's physical enterprises and bulk trade have encountered cost increases to varying degrees.
Whether it is medical equipment imported from Country C, or Gu Feihan’s company importing equipment and some key components from Europe and the United States.
The core source of all this is the continued depreciation of the US dollar.
The US dollar depreciated by 38% against the British pound and by 47% against the Chinese currency, which directly pushed up the prices of imported goods and then excessively raised the cost of its own goods.
Not to mention Lu Sinian’s new oil business, oil prices rebounded after the previous plunge.
Currently, WTI has reached a high of 22 million yuan per barrel, nearly double the price of the same period last year.
All this shows that inflation in the United States is almost out of control.
The weapon used by the previous Fed chairman was high interest rates, which has increasingly led to a decline in the marginal benefits of investment, and the U.S. manufacturing industry has once again fallen into a downturn.
The latest news from the United States is that the newly appointed chairman of the Federal Reserve will raise the federal prime rate from 5.5% to 6%.
Raising interest rates will inevitably lead to rising costs again.
There is also no escape from the outflow of some hot money from the stock market.
Coupled with the fact that the Federal Reserve has begun investigating insider trading and price manipulation during the leveraged buyout boom, the U.S. stock market is likely on the eve of a collapse.
She finished her analysis.
"The market value of US stocks is now as high as 10 trillion US dollars, far exceeding the actual capital supporting its activities. It is indeed mostly speculative and obviously overheated," Gu Feihan added.
Gu Feihan has done more research on US stocks, and he agrees with Su Xiaoli's analysis.
Kwong Ka Ming considered himself to be born into a wealthy merchant family. His family gave him two companies to run, and he was immersed in the business atmosphere of Hong Kong Island for several years.
But after listening to their analysis, I was confused by the professional terms involved.
I suddenly felt that my "glorious years" in the past few years were just like picking up trash on the roadside.
But I couldn't help but ask, "So what?"
The conference room was silent.
Several people ignored him.
Why is this kid adding drama to himself?
Or maybe Lu Sinian took into consideration that he was his cousin and it was he who suggested bringing him into the game, so it was his own business if he lost face.
He rolled his eyes at Kuang Jiaming and explained calmly, "There have been frequent good news about the market in Hong Kong Island, and international capital has long begun to flow into the Hong Kong Island stock market in large quantities."
Lu Sinian nodded his chin at Oscar, then turned to Kuang Jiaming and said, "There is one in front of you."
Oscar cooperated and said: "HI~"
Kuang Jiaming raised his eyebrows and curled his lips, "Oh."
"Currently, fund purchases from the United States account for about 15% of the total turnover of Hong Kong stocks, and overseas funds as a whole account for about 50%. The United States and U.S. stocks affect the global economy and stock market, not to mention the small island of Hong Kong."
When Lu Sinian said this, he couldn't help but sigh inwardly.
Gu Feihan walked to Migu's computer, zoomed in on the data, pointed at the Dow Jones Industrial Average and said, "Look, there have been two flash crashes here and here, which is not a good sign."
As soon as he finished speaking, Lu Sinian nodded.
"Indeed, what is worrying is not the 'flash crash' itself, but that people do not seem to react to the 'flash crash' itself, and the market is still optimistic."
What is scary is that people blindly follow the so-called "market confidence".
The risk of the market itself is not the biggest risk. The selective indifference to risk is the most deadly of all risks.
The four people looked at each other, and the conclusion was almost obvious.
Su Xiaoli pondered for a while, confirmed again that he had not missed anything, spread the cards in his hand on the table, and made the final decision.
"Then it's settled. Lin Er likes excitement, so let's add fuel to the fire and lend her a hand."
If you want the horse to run, how can you do that without giving it grass to eat?
Only when the price is raised can the goods be shipped. First, give Lin Manrong more confidence.
Everyone nodded leisurely.
It takes courage and wisdom to foresee the future development of things before the situation becomes clear.
Fortunately, there is no shortage of these people.
Even Kuang Jiaming, although he didn't quite understand the underlying logic of the ups and downs of the global stock market, but he had the courage and determination to stand firmly on Su Xiaoli's side.
"The money is just on the table," waiting for a few people to take it.
The three men looked at each other and automatically assigned tasks.
Gu Feihan went to lobby American capital, Oscar was responsible for the European group, and Lu Sinian took care of the Asian ones.
I was excited and felt proud.
Kuang Jiaming... we have to wait a little longer.
Su Xiaoli thought about it seriously and realized that there was not much work left for her. She silently picked up a playing card, it was the Spade A again.
Darkness, terror and death.
Su Xiaoli decided to target the Lin family branches.
Baring his fangs, he swallowed Lin Er alive.
Beneath the calm and indifferent little face, there is a blooming rose, extremely red and covered with thorns.
Kuang Jiaming finally couldn't control himself, and looked impatient and confused, "What's the decision?"
Oscar came over and put his arm around his shoulders, "Brother, are you sure you want to play together?"
"Of course, I paid 40 million!" Kuang Jiaming said confidently.
"You are awesome, I am a nobody and I only paid 30 million." Oscar pretended to be surprised.
Kuang Jiaming immediately started to tremble, "It's okay, we can play together, it doesn't matter if yours is too little."
Lu Sinian replied lazily, "Oscar's is in pounds."
Kuang Jiaming's blood pressure immediately rose. If he said another word, he heard a blood vessel in his brain burst with a "pop" sound, and he had no power to fight back.
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