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Chapter 739 The conspiracy of capital

"Okay!" Elsa nodded, "I asked Dominic, the Marketing Department, to do this. He has a good relationship with editor Sidnick of the Wall Street Journal."

"Oh...by the way, Ms. Shaman, Mr. Bazel of Quantum Fund, I'll have an appointment to meet you at 6:30 pm."

"I heard that he also made an appointment with Mr. Dalik of Gray Fund, who should be targeting Mr. Su from China."

Jody Shaman laughed and said, "It seems that some people are more anxious than us, so... it's good."

"There's another thing..." Elsa thought for a while and lowered her voice, "This morning, I heard that Manager Gilard of the Group Investment Department and Mr. Matthew met with President Richard Fould of Lehman Brothers. Recently, it seems that Lehman Brothers is not in good condition, and President Fould has been looking for funds everywhere."

Jody Shaman was a little surprised at the news Aisha said.

After pondering for a moment, he said, "They are involved in too many leveraged transactions, and the real estate market has also been involved too much. With the 'sub-prime crisis' and the continued rise in the default rate of mortgage loans, their situation is predictable. The first-quarter losses are probably not good, and the second-quarter financial report is not good."

"However, Lehman Brothers, after all, are old investment banks on Wall Street, with a historical foundation of more than 100 years."

"General crisis and turmoil cannot shake the foundation."

"Mr. Ford came here in person. I guess Mr. Matthew and Girard should give some financial sponsorship? Actually... At this time, Lehman Brothers' stock price fell from more than 60 yuan at the beginning of the year to more than 20 yuan now, with only one-third of it, with a market value of less than 25 billion yuan, and a price-to-book ratio of only about 0.7 yuan. You can enter the market to get a bargain."

"I don't know what the negotiation is." Elsa replied, "I just think it's still very serious to have Mr. Ford come forward in person to prove the Lehman Brothers' problem."

"I remember that the key stocks that Huazi sells in the stock market include Lehman Brothers."

"I really have to admire their eyes, their eyes are really vicious."

Joti Shaman remembered the opponent who used the pound exchange rate and joined forces with the Bank of England to plunder tens of billions of dollars in profits from the market. He smiled and said: "Knowing that Wall Street is our home court, but he still broke in without hesitation. He must have made complete preparations. It is not surprising that he has this intelligence ability."

"IndyMac Bank closed down today. I heard that President Yarman also rushed from California to New York." Elsa continued, "Miss Shaman, the market is indeed full of dangers at this moment. It is not like a good opportunity to go long. We... cannot make London's mistakes again."

Jody Shaman looked up and looked at this capable subordinate whom he had promoted.

Seeing that she looked serious and indeed had the intention of admonition, she couldn't help but smile and said, "There is indeed a crisis, but it is not completely unresolved. Whether it is the Federal Reserve or the government, there are still many cards to play. Bear Stearns' collapse has not dragged down the economy and market. It is even more impossible for an IndyMac bank. Don't worry too much. If the worst happens, it is just a copy of Bear Stearns' path."

"As for... should we take action to attack Chinese capital at this time, let's talk about it when we have seen Bazel."

Seeing that she should remind her, Elsa had already reminded her, she couldn't help but responded softly, then left Joti Shaman's office and went to find marketing manager Dominic to explain the matter of exposing Su Yue.

At 6 p.m. London time, Joti Shaman left the Belid Group Building, Heda Fund Department.

Come to a high-end restaurant on Wall Street and meet Bazer and Dalik.

"Ms. Shaman, we're meeting again." Bazel greeted with a smile, "I hope we can continue to fight side by side this time."

"It is no problem to deal with Chinese capital and fight side by side." Joti Shaman said, "but the specific strategy..."

Wellington Asset Management Group, Gray Fund Manager Dalik responded: "Although I have not experienced the battle in London, I have also learned carefully that Mr. Su from China is really worthy of our attention?"

Bazel nodded: "The people who underestimate him have ruined extremely rich wealth in the financial trading market."

Jody Shaman didn't say anything, but he had to admit that the other party was a very powerful opponent.

In London, the pound exchange rate battle was the worst loss in her career. Although the final defeat was the Bank of England, its ultimate market driver was the same Mr. Hua Guosu.

If you have experience of failure and even despise it, it is stupid.

"Okay!" Seeing that both of them looked so serious, Dalic naturally did not dare to look down on the rumored opponent anymore. He coughed lightly and said, "But... Judging from the current analysis of major institutions, this is not a good opportunity to short the market. The timing of Chinese capital entering the market is not perfect."

"If it's so perfect, we don't have to sit here anymore." Jody Shaman replied.

Bazer replied: "It is because the timing of entry is not perfect that we have the focus of sniper and counterattack. Otherwise, we will only be unilaterally short-selling and expanding profits for Chinese capital."

"Before I came, I asked the teacher and thought about the current situation."

As Bazel said, he roughly told Jody Shaman and Dalik about the experience of meeting with the teacher last night and some of his thoughts.

“What Master Soros said makes a lot of sense.”

Dalik said: "If IndyMac Bank has not survived the crisis and fell into bankruptcy, we still have to pay attention to the attitude of the Federal Reserve. If the FDIC can provide a bottom-up, it proves that the Fed and the government are still very determined to control the "sub-prime crisis" in the financial system."

"In the macro context where risks can be supported by the government, we do have great potential."

"Otherwise, if the future risks are not sure, if you go long and snipe Chinese capital, there will be a great risk of failure."

Joti Shaman also said: "Show it to be weak and hit it to be strong, it's good!"

"A man surnamed Su, in the London market, used a single trick to lure many people to kill our Wall Street and many European capitals, causing the German asset management giant Allianz Capital to almost go bankrupt. Now we first lure the short, release some market risks, use the IndyMac bank crisis, observe the reactions of the Federal Reserve and the government, and then, when the risks are determined to be controllable, join forces with various capitals to launch a comprehensive counterattack, which is indeed a good strategy."

"Oil price..." Bazer continued, "I thought about it and always felt that this is the ultimate long-short battlefield."

"We have joined forces with the people in the Middle East to harvest crude oil-demand countries with oil prices and plunder the wealth of various countries. Others cannot see through it, but I think Mr. Su from China will not be able to see it."

“There are huge variables here.”

"To maintain the stability of oil prices, we can take the absolute initiative in the stock market, bond market, and other derivative bond markets, defeat Chinese capital and get back the lost profits in London."

Dalik said: "At present, the interest groups related to oil prices are too large. Not only our Wall Street capitals have made significant profits in oil prices. European capital groups and oil-producing countries in the Middle East have also made huge profits. It is not difficult to maintain the stability of oil prices."

"After all, whether it is the various capital giants involved in the market oil price speculation, or the oil-producing countries in the Middle East, and the OPEC organizations, they are unwilling to give up such huge profits and allow oil prices to fall."

"Goldman Sachs, Morgan, New York Bank, Bank of America..."

"As well as investment banking institutions such as UBS, Standard Chartered, HSBC, and Barclays have also shouted out future expectations of $150 and $200."

"Even if we are Wellington, Miss Sharman's Belade, and State Street, Pioneer and other asset management groups."

"There are also large holdings on it, and they all have strong expectations for the stability of oil prices in the future. Although they are not so aggressive to Goldman Sachs and Morgan, shouting $200, but $150 is still a high probability of seeing it."

"And, for this high oil price trap harvesting model in demand countries."

"It has received the joint support of all the capitals of Wall Street. I think no one will easily break this rule in this crisis."

Bazer sighed lightly, still feeling a lot of hidden worries in his heart, and said, "Don't forget that our country is also the world's major crude oil demanding country."

"When we are harvesting wealth in China through this model, we are also harvesting the lower-class people of our country."

"At present, the economy is not as prosperous as in previous years. House prices continue to fall, the ‘sub-prime mortgage crisis’ continues, employment is sluggish, and the income of the lower-level people has been affected."

"The trap of high oil prices is not only under China, but also under us."

"It's just that part of the wealth harvested and transferred through oil prices has entered the hands of various Wall Street capitals to make up for the loss of the damaged investment losses due to the outbreak of the "subprime mortgage crisis". The other part has entered Europe, the Middle East and other places."

“At present, the people are complaining a lot.”

"And, at this time, the Republicans and Democrats will definitely take action in this regard in order to gain the right to support the people."

"It is unrealistic to keep the oil price of 140 or 50."

"My suggestion is to take advantage of the IndyMac bank crisis and unite everyone to let oil prices fall first, take the lead, cooperate with the Democratic Party, and let the Democratic Party that supports capital construction first gain most of the support from the people, lock in the victory of the general election, help us stabilize the macro fundamentals, and at the same time, to enable capital to gain greater support from the government."

"In this way, it calmed the people, won the general election, stabilized the macro fundamentals, and released some risks."

"Only when we truly counterattack, we can welcome the help of all parties, get the final victory, and transfer risks and resolve the 'sub-prime crisis'."

"This is the safest way, I think."

"The teacher said that the Bush administration is trustworthy and expected."

Jody Shaman and Dalik were both shocked when they heard Bazel's real plan. Unexpectedly, this long-short game was related to the fate of the entire United States.

"Mr. Bazel, are you thinking too much?" Dalik hesitated and looked at Bazel.

Bazel smiled and said, "Why did Mr. Dalik say that?"

"The matter of the capital market is the matter of the capital market and has nothing to do with politics," said Dalik. "Although oil prices have huge interests related to it, it is also inseparable from the current 'sub-prime crisis', I don't think it is necessary to get involved in the election? Although the people complain at present, China has suffered more serious losses than us. The wealth we plundered from China is far greater than the losses of the lower class people."

"This part of the wealth, transferred to us, can essentially solve the current 'sub-prime crisis'."

"As long as we successfully transfer the risks, the economy will improve completely, and employment and income will prosper again."

"Through the practice in the first half of the year, this path has been proved to be feasible."

"The government is not stupid. If you don't want to transfer the 'sub-prime risk' to the government with full authority, then you have to support us in taking this path to the end."

"In the past six months, the Bush administration has basically not spoken about oil prices and only rescued the market when necessary."

"I just agree with this path."

"I don't think we need to think too much. Master Soros's words make some sense, but he thinks the crisis too deeply."

"We don't need to use such complicated means."

"Your plan is very safe, but it is too burdensome, and the time span is too long. As the time you said, maybe China Capital has already made money and left the market."

Bazel said: "No, I know my opponent. He is by no means a little profit. He will not let him leave the market if he gives him a little profit first."

"I also think it's too complicated." Jody Shaman said after pondering for a moment.

"Bazel, the essence of transactions is still the transaction itself. The government will have its own operating methods and crisis handling measures. I believe that no matter whether the Democratic Party gains power or the Republican Party gains power, they will not allow the further deepening and development of the 'sub-prime crisis'."

"The risks in our country are controllable."

"It is enough to let Chinese investors taste some sweetness, first lure them, release some risks, see clearly the attitude of the Federal Reserve and the government to rescue the market, and determine the bottom line of the risk spread."

"There is no need to think that everything is settled, the chance to win is completely locked and then take action."

"Okay!" Seeing that he could not convince the two of them, Bazer could only sigh and said, "Then let's take a look at the reaction of the Federal Reserve and the government to rescue the market. IndyMac Bank should be unable to resolve the crisis independently."

The two nodded and agreed.

Then, Joti Shaman said: "The man surnamed Su has already visited Wall Street in person. New York Merron wants to cooperate with it. I have planned to inform the Wall Street Journal and the Financial Times of the news, so that more people and more capital will pay attention to our opponent, form a stronger counterattack force, let them hold this opponent for us and disintegrate their cooperation."
Chapter completed!
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