Chapter 1144 Buying the Bottom Is a Technical Job
Not to mention Lao Ke's nonsense here, William White's bottom-hunting road map has been finalized after revision by the think tank.
"The group of bosses in Xiangjiang must be very nervous, right?"
"Yes, if there is spare capacity, they will not let Peregrine fall. Or, they did not expect that the HKMA will stand by and watch."
"It's easy to understand. They are not the makers of the rules of the game. Now that something has happened, how to solve the problem can only refer to Europe and the United States.
In fact, the same is true here. When you need an investment bank, you should look at it however you like. When you don't need it, it's better to throw it away. This thing is too dirty, and there are dirty things all over it. "
Felson really doesn't know how to explain it. It seems a bit biased for you to put all the capital theory on the investment bank. However, who made you the boss, how do you say it.
"The Hang Seng Index can't hold 7,000 points, we plan to start slowly accumulating funds now.
The only trouble is that their plates are so small that it's not an easy task to hide. "
"It doesn't matter. Anyway, I often buy and sell. If there is a trend, you understand."
"That's right, in this jittery situation right now, even a little bit of turmoil will cause an uproar."
"As for the property market, if there are more than 80,000 public housing units each year, this will be a long-term negative.
We recommend targeting commercial real estate. As for those luxury houses in Mid-Levels, the cost of holding them is too high. Of course, now is not the time to sell them. If there is a chance, they still need to reduce their holdings. "
"Well, I know this, so let's put the real estate aside for now. As for the rabbit country, we can start to lay out the layout. The second-tier cities are now empty."
"Okay, the support is quite strong now, and all the land is obtained. As for the high-end residential buildings, can we take it easy?"
"No, investing in the Rabbit Country is actually very simple, just follow the policy. They canceled the welfare housing allocation, and they plan to engage in real estate.
Xiangjiang did the opposite, which is a bit confusing. Anyway, as long as this policy is in place, property prices will not move. "
The two talked for a long time, and basically affirmed the think tank's suggestion. As for Japan and Smecta, they are not considered at all.
Those who can survive the Asian financial crisis are naturally in good health. As for those who can't resist, don't worry, no matter how cheap your price is, William White will not invest.
This is a medium-to-long-term investment portfolio, so it is natural to consider all aspects of gains and losses. For those places that are often shaken, it's better to save a little effort, it's not annoying enough.
It has always been said to buy the bottom, this thing is actually quite difficult. If you play at home, just like the acquisition of Amoco this time, as long as you clean up the garbage, no one will come to trouble you, and everything will come naturally.
Investing overseas is different. You have to take care of it at home, and there are some weird ideas in places where investment is accepted.
There is no way, dancing with wolves is scary enough, you are still a super prehistoric monster, if you swallow it in one bite, there will be no chance of oops.
"Buy yen options?" Soros looked surprised. William White, why is his brain pumping again? Is this planning to start a war on two fronts?
Bastard, do you want to be so arrogant? No, I'm going to talk to that old fellow Julian to see how we can cooperate.
"Ahem, how much money do you have?"
"Boss, this time, it seems to be playing for real. Goldman Sachs, Morgan Stanley, and Japan's Nomura Securities all have his trading seats.
That’s not counting, I checked and used a lot of off-market funds. This is a gamble of the century. If William White is not crazy, there must be something wrong. "
"Ahem, cough, so outrageous? Is this giving up the Hong Kong paper?"
"Boss, I'm afraid not. Jason Gao, the former president of NBC, is now in charge of the Asian business."
"Well, I know this person. It looks like he's impatient. Anyway, since that's the case, let's do a game."
Soros can think so, and he also has the confidence and qualifications to think so. However, the so-called hot money, of course, pursues high returns. However, everyone's risk control is different.
You Soros dare to stud, others may not.
You bastard, the money has to be paid back. Hong Kong paper is easy to say, there is no direct relationship. The yen is not that simple. A considerable part of the funds in hand now are small Japan's money.
Gently touching his head, Little Japan may not respond, maybe he will purr like a kitten.
However, you hit it directly with a hammer, which is a bit too much. If this big cat becomes popular, it will be very difficult to deal with.
"Why, old man, don't you understand?" Buffett looked at the old guy across from him jokingly.
He is in a good mood now. Many people like to compare him with Soros. He himself does not like it. In his view, he is a builder, while Soros is a destroyer of all orders.
Looking at the gloating Buffett, Greenspan couldn't help complaining even though he was well-mannered.
"This guy, doesn't he know that he is still an American."
"Hahaha, hahaha, Alan, you are boring. Not long ago, Soros said that capital has no national boundaries, and there is no good or evil.
Why, it hasn't been long, and you plan to change your position? "
"Well, when it comes to benefits, it is true. William White's Asian investment has indeed suffered heavy losses."
"Still, Soros is like a wild boar, wreaking havoc everywhere, and that Julian Robertson, this guy is not a good bird.
Did you know that Tiger Fund’s return last year was close to 80%. I think there are more Quantum Funds.
But this time I bet on William White, how about a hundred dollars? "
"Okay, as you wish. Damn it, before the forces behind have even made a move, this group of tricksters has started to pinch it instead."
Buffett smiled and had no excuses. The so-called tricks are just talking about status. Could it be that you, the Fed, dare to do it shirtless.
The way he eats now is very ugly, while pretending to say something about rescue, while desperately shoveling into his own bowl. To be honest, there is really nothing you can do about it. If it weren't for the fact that you can't win, guess what it would be like now.
I know that you are unreasonable, but when you pluck the wool, don't make it so bloody, it's too ugly.
Also confused, of course there are Japanese.
Of course, their current mood is somewhat entangled. You bastards, you guys are too much, why don't you go to your own house and make a fuss? It's already difficult for us here, why not be so outrageous!
You are fighting against Soros in Xiangjiang, which is still a well-known example. After all, anyone who lost that much money would have reacted like this.
But, you don't have much assets in Japan! According to their original assumption, William White might join forces with Tiger Fund.
Little Japan is not stupid. They actively adjusted the exchange rate in order to promote exports. If the exchange rate collapses, it will not be an export issue.
It is true that they are big exporters, but how many resources can you expect them to have as an island country?
If the exchange rate really collapses, the people will not be able to feed enough, and severe inflation will be inevitable at all. That's the point, they don't let that happen either.
Short, right?
Tighten your credit first, before you dare to lend to investment banks, be careful with your skin!