Chapter 954 The mood of international hot money

Author: Khurav

Chapter 954 The mood of international hot money

"Go on, take advantage of the current hot market and sell another 200,000 shares! Remember to spread it out and don't let people see it as a big selling order!"

"Polly! What's the situation on the Pacific Stock Exchange now?"

"Very active! The 300,000 shares I just placed were sold in less than ten minutes!"

"Okay, you can also add an additional 200,000 shares."

In the main floor of Envision Capital, Carter crossed his arms and walked back and forth behind the traders.

It is rare that the market has such a prosperous window period. If we fail to seize this opportunity, there will be consequences.

"Carter, I suggest you come back and sit down. You will only cause trouble for the boys in the trading area! They are all professional traders. How to sell is more appropriate. They are much more professional than you!"

In Carter's office, Jim Rogers crossed his legs leisurely and said hello

Weird isn't it?

He also made some moves today. This guy is also a short seller. But he went to Carter's side.

"Don't worry, the current environment is very suitable! The market has not dropped even once, so panic seems unnecessary at this time! Come on, have a cup of coffee!"

"If you are really as laid-back as you say, if you have the ability, turn off the screen in front of you!"

In the busy trading area, there is a lot of hustle and bustle.

Carter almost roared before sending his voice into the office. Then, Carter followed in.

"If you are really too busy, you can go to Julian's side now! His side is much better than my temporary team!"

"Forget it, how long has it been since you've been to Tiger? Now there are all kinds of people there, and it's hard to find a place to stay. In comparison, your place is quieter."

After answering with a slight smile, Rogers' expression suddenly became formal:

"Okay, sit down, let's talk about something, I need some information!"

"you say!"

"In the past two years, you have traveled to Japan a lot. Would you like to talk to me about the changes there?"

"Japan."

Carter was stunned for a moment by Rogers' question that had nothing to do with what was happening at the moment. Then the next second.

"Do you want to understand the sentiment of international hot money? It's hard to say about the funds in Europe, but as far as Japan is concerned, private investment desire is very high! The sentiment is positive!"

Pursing his lips, Carter thought for a while and then said:

"Big companies, I feel like they don't want to do too much overseas investment, but now they have to do it! Japan has too many dollars!"

"Yes! The accumulation of surpluses over the past ten or twenty years, coupled with the accelerant of the Plaza Accord, has hit the depreciation of the US dollar. They do not spend their foreign exchange reserves. Just looking at the book losses makes me feel distressed!"

Rogers laughed, and so did Carter!

I have to say that as the leader of international settlement currencies, the US dollar is really easy to use!

Once you develop well, if there are more US dollars, I will depreciate the US dollar. You can do whatever you want!

If you don’t invest, you will lose money. But if you invest, where will you invest?

Europe?

Forget it, before the euro was issued, it was difficult to find a mainstream currency in Europe. From pounds to francs, French francs, Swiss francs, and then to German marks.

To say it was a complete mess would be putting it mildly!

The depreciation of the U.S. dollar means that when you invest in Europe, you need to spend more U.S. dollars than before! But any serious businessman is not willing to do this!

Things that could have been bought for $1,000 now cost $2,000. But back then, when I earned $2,000, that was a product that actually cost me $2,000!

Africa?

Forget about this.

Except for China in later generations who are willing to cultivate the land of Africa, who will go to that land where nothing is left unless there are mineral resources now?

In addition to these, Central Asia and the Middle East

The Soviet Union is having a fight. Japan dares to interfere?!

After looking around like this, it seems that investing in the United States is the most economical!

So for the United States, look! Doesn’t this money come back again?!

"You know the situation in Europe better, can you tell me about it too?"

"Similar to Japan, once the U.S. dollar depreciates, all countries have to find ways to properly deal with their inventory of U.S. dollars. There is no better way than investing in the United States, especially since the stock market has been rising in recent years."

Rubbing the coffee cup in his hand, Rogers said slowly:

"In addition, in the past two years in Europe, the Austrian stock market has bottomed out and rebounded, which is considered to be the biggest opportunity. Not long after that, it is difficult to make any big money opportunities in a short period of time, so investing money in U.S. stocks is relatively easy.

It’s more stable!”

"I'm worried now that the news of Greenspan's taking office will scare them. Once the emperor and his ministers take office, and a new Fed chairman takes office, it is likely to cause a 180-degree U-turn in U.S. monetary policy."

Carter sighed slightly.

Take a look at the TV around you, the so-called experts and professors are commenting.

How many people took the money and how many didn’t?

No one knows!

Carter only knew that the group of people who took the money did this just to heighten their emotions and make it easier for the big short sellers to run away; while the group of people who did not take the money may have received some guidance from the federal government.

But here’s the problem, serious investors, who reads reviews?!

Although, sometimes as a retail investor, it will be very uncomfortable to be treated as a trap. But there is one thing to say, never overestimate the position of retail investors in the market.

In the future, even if there is a leek riot in GameStop, several short-selling institutions will be hammered to the ground. But, that is just a single stock!

Looking at the entire market, the real decisive factor is the main capital!

And where is the main force in the US stock market now?!

The answer to this question is obvious, overseas capital!

Due to concerns about the depreciation of the U.S. dollar, the need for value hedging, or the feeling that the current value of the U.S. dollar is too low, this is a good opportunity to buy U.S. companies at the bottom.

Whatever the reason, since Treasury Secretary Baker devalued the U.S. dollar with his false shot at the end of last year, funds from quite a few countries have flowed into the United States!

Carter can understand where that sentiment comes from:

The Plaza Accord of 1985 agreed on an orderly devaluation of the U.S. dollar! Although this signal is not very good, everyone can barely accept it.

As a result, within a few months, order directly turned into disorder!

Whether the reason is the subjective thinking of the United States, it is done to achieve certain goals, or it is because Volcker, an old stubborn man, is determined to hold on to money and refuses to relax.

The result is just that!

No one can accept the crazy depreciation of the assets in their hands at such a rapid pace that there is no end in sight! Even Carter himself has basically spent every penny he earned over the years, and he does not dare to keep the money in his hands for too long.

.

It's finally the middle of the year, and the American spokesperson, Mr. Baker, finally said: "Okay, the United States is going to take action! Don't panic, everyone!"

Then nothing happened!

In the third quarter, Mr. Baker jumped out again and said: "This time it is true, we are really going to take action! Don't worry, guys, we will not let the dollar depreciate anymore!"

And emmm, you can’t say there was no action this time, there was action! It’s just that

The United States, which has just begun to take action to restore the value of the US dollar, seems to be no longer satisfied with simple deception!

When Mr. Baker jumped out for the third time, he said: "No, no, I regret it! The dollar has to depreciate! The current value does not match the reality."

What the hell is this monkey tricking?!
Chapter completed!