Consumer God

Chapter 368 Secretary
Han Lie started his new job with quite a strong enthusiasm.

As soon as I arrived at the company, I called all the executives for a meeting.

"In the next period of time, the company's two products will enter the warehouse building period, and all departments must strictly implement the confidentiality system and do a good job in logistics services...

The Research and Development Department should take the initiative to play a role, and prepare two macro-level financial reports every morning and evening to copy to the whole company.

The trading department has the heaviest task, Manager Jiao, don’t leave the operation memo to someone else, you do it yourself..."

After some arrangements, all the staff became nervous.

Han Lie plunged into the trading department by himself.

"how is the situation?"

"Open sharply lower!"

Jiao Fangyan's voice was particularly exciting, and other employees in the trading department, including the intern Daxia and Shitou, were all very restless.

"How low is it?"

Han Lie asked casually and looked down at the screen.

"Hey guy, 16 points?!"

Last Friday, the Shanghai Composite Index closed at 2058. Today, on Monday, it jumped directly to 2042, and it has been falling all the way since the opening.

Something is going to happen...

Han Lie felt puzzled, and turned to Jiao Fangyan, "What about today's financial news? Show me."

Jiao Fangyan immediately handed over a paper document, and Han Lie read it one by one.

[The National People's Congress is drafting a real estate tax law]

[Mr. Xiao: Actively promote the inclusion of A shares in the MSCI index]

[Mr. Xiao: Strive to introduce the next stage of delisting reform plan within this year]

[Zhou Xiaochuan "deduces" the marketization of interest rates: the initial interest rate is likely to rise]

[CPI rose 2% year-on-year in February, food prices rose 2%]

[Member Chen, Chairman of Shenzhen Stock Exchange: GEM will expand the scope and lower the threshold]

[The flow of funds to restricted industries, the China Banking Regulatory Commission stated that it will strengthen off-balance sheet supervision]

Hey guys, it's all negative news!

With Han Lie's current attainments in finance and economics, he can basically judge the actual meaning and specific impact with a simple glance at the content.

The new tax law is bad for the real estate industry, which is the culprit behind today's plunge in the real estate sector.

MSCI is a global financial index compilation method, compiled by Morgan Stanley Capital International, a subsidiary of Morgan Stanley.

Among them, the MSCI China Index is an index that tracks the performance of my country's concept stocks.

This news has little short-term impact on the market.

The game is aimed at QDII and QFII license holders. A simple explanation-foreign capital sees the cheapness and wants to enter the market. The MSCI China Index is just a tool to guide foreign capital to understand the Chinese stock market.

So look beyond the appearance to see the essence. Mr. Xiao is promoting the globalization of the A-share index at this time, and he also hopes that foreign capital will enter the market and make the market active.

Relatively obscure medium and long-term benefits.

And the next one, Mr. Xiao's delisting reform plan, is a long-term negative, but the actual impact is not big, and it is easy to digest.

Like the CPI data, interest rate liberalization is neutral.

Expanding the scope of the GEM and lowering the threshold is a good policy at the level of macroeconomic strategy. The stock market ultimately serves economic development, but in the short term it is a standard market negative.

Today's ChiNext plummeted, partly because of the panic caused by the expansion and lowering of standards.

The stock bar is full of scolding - "The standard of the rubbish GEM will be lowered, and any shit can be listed to make money. I really don't want the big A to rise, right?!"

The listing of each new stock will lead to a reduction in stock funds, and the overall size of A shares will increase.

At the beginning, PetroChina stopped the bull market from rising half a month before its listing, and after its listing, it dragged the market all the way down, and I don’t know how many leeks were cheated to stand guard on the top of the mountain.

For stocks that have been punished for 20 years and have not given people a chance to unwind, I ask you if you are afraid? !

Um, don't be afraid, there's no need.

Anyway, I won't be able to solve the problem in another 20 years, so let's be a shareholder with peace of mind...

The last piece of news [strengthening off-balance-sheet supervision] is purely repeating the same old tune. It has no impact on the stock market, but it has a great impact on Han Lie's side financing business.

You may not believe it - it's actually a good influence.

Strengthening supervision is a long-term and orderly systematic project. It is not possible to seal the hole immediately by shouting slogans, but the above actions will increase the difficulty of capital operation.

In other words, there will be a considerable number of small players who are not skilled enough to operate, and the network is not broad enough to be eliminated.

On the contrary, the coquettish big brothers benefited from this, getting more opportunities and occupying a larger market.

Coupled with the rise of Internet finance, the next few years will be another period of wealth creation full of risks.

Of course, Brother Lie doesn't need such an opportunity, he just finds it interesting.

Looking at the current "continuous tense" from the perspective of the macro reality of the future is not only thorough, but also a joy of being in control.

If you don't have enough knowledge as a basis, then it is likely that you just watched a scene.

However, Han Lie has enough knowledge, so what he saw was the prosperity of the country, as well as various local twists and turns.

He can even see the specific fates of the wavers floating in it.

For example, Gao Shen, the online loan he wants to engage in will definitely make a lot of money, but if at a critical moment, a certain important fund has problems due to inspections by superiors and is withdrawn in advance, then he will go bankrupt [-]% by thunder.

Either run away, or go to squat.

This kind of accident may happen, or it may not, which is a probability number in systemic risk.

However, as long as Han Lie wants it to happen, then it will happen.

Broad vision, solid foundation, and strong connections gave Han Lie the ability to pluck the strings of fate. This ability is so powerful and hidden, much more powerful than money itself.

So it's not that Gu Yong and Gao Diao Mao have IQ problems at all, they're just unlucky to be targeted by a bug...

……

"President Han, this is the last straw!"

Jiao Fangyan was very excited, and when Han Lie put down the report, she opened her mouth immediately.

Indeed, this was the straw that broke the camel's back.

Han Lie looked at the board going downwards, and immediately made a decision: "Observe in the morning, and start to build positions in the afternoon if it stabilizes!"

With a total of 75 billion funds, it is of course impossible to buy all of them below 2000 points, that is unrealistic.

There is no need for Han Lie to pursue that kind of limit.

"What to do first?"

"[Sky One], buy half of the ETF index fund, and then pick some constituent stocks to get out the bottom position. As for the small and medium-cap stocks, let them kill them."

After giving clear instructions, Han Lie didn't have to worry about anything else.

Jiao Fangyan's trading skills are pretty good. Although the current amount of funds is already huge, she can still do it with ease.

In the afternoon, the stock index successfully broke through the 2000-point integer mark, with a minimum of 1996.88 points and closed at 2000.92 points.

What Han Lie didn't know was that these two points were higher than the same period in history.

His two funds are already a powerful force capable of affecting the market.

The whole day turnover of the Shanghai Stock Exchange Index was only 950 billion. Even though Jiao Fangyan only managed to enter less than 10 billion in a slow manner, it changed history forever.

The next day, Tuesday, the index fluctuated within a narrow range, with a minimum of 1988 points and a close of 2002 points. The turnover continued to shrink.

On the third day, Wednesday, the index fluctuated in a wide range, jumping up and down, with a maximum of 2013 points and a minimum of 1975 points. The trading volume recovered slightly, reaching 800 billion.

In three days, Han Lie built a bottom position of 45 billion.

It sounds inefficient, but this is a cheap bargaining chip obtained under the premise of not affecting the trend of individual stocks as much as possible.

Next, if there is no major accident, then this part of the bottom position will not make any big moves.

There are—

Four banks: China Everbright, China Merchants, Bank of Communications, and China Construction Bank.

The former two are medium-sized commercial firms with relatively the most outstanding performance, as the vanguard of increasing the overall profit, while the latter two are seeking stability and exist like ballast stones.

Six brokerages: Everbright, Guangfa, China Merchants, CITIC, Pudong Development, Haitong.

I bought it directly based on last year's performance, anyway, it is far from the time for them to perform.

Three ports: Yingkou, Tianjin, Tangshan.

The former is one of the few big bull stocks in Han Lie's memory, and the latter two should be able to get the glory of the Beijing-Tianjin-Hebei Free Trade Zone.

Six Chinese prefixes: China Railway, China Railway Construction, China Communications Construction, Zhongke, and CNR.

Almost all have to do with the railway - for the reborn, it's a no brainer at all.

Any future generations who go back to the era without high-speed rail will miss the convenient travel of future generations. As long as they know a little about the stock market, they can realize the huge potential of related stocks.

The rest are all kinds of "Internet celebrity stocks", which may become popular for a while.

In this regard, Han Lie gave Jiao Fangyan considerable freedom, with 5 million funds dedicated to chasing hot spots.

No matter how bearish the market is, there will always be something to speculate on.

For example, for the concept of hydrogen fuel, which led the rise last week, Huachang Chemical rose by 5 daily limits in a row, and Han Lie missed it perfectly.

But don't care at all.

This kind of small opportunity to make a quick profit in the short term is no longer in Han Lie's eyes.

Throughout the year, hundreds of stocks have this kind of skyrocketing opportunity, and no one can catch half of them-in fact, there is no need to catch so many.

When the funds are not large, it is enough to grab two or three stocks and eat the main promotion meat, and the remaining operations can even be all small losses.

When the funds are relatively large, position management is more important than catching a few monster stocks.

95% of public funds must lose money in the long run, because of four words-position restrictions.

Take Xu Xiang’s Zexi as an example—when the stock market rose to around 2015 points in 3800, he began to take short positions, leaving only 10% of the bottom position.

At the stage when the 3800 points rose to 5100 points, he missed out and did not make any money.

When the 5100 points fell to 3400 points, he did not lose money.

Then he bought the bottom with a full position and grabbed a short-term rebound, making a sudden profit of 30 billion in a few days.

Now compare the public offerings in the same period. Did you earn more or lose more?

In the last bull market, the net value of public offerings increased by an average of less than 17%, and in just one month when it plummeted to 3400, the net value fell by nearly 42%.

The problem is, it's not over yet, and 3400 is not the end.

So why did the public offering funds of later generations start to form groups like crazy?
Because it is stable!

Seven or eight of our public funds have quietly joined forces to hold [-] to [-]% of the outstanding shares of a certain company. How can it fall?
Even if the market is not good, it really dares to fall, at least it will fall slower than other stocks.

Then find a few buddies, click and pull up at the bottom, and get it up.

You help me, I help you, you are playing with sophistication, everyone in the circle is a good friend, happily earning sky-high management fees, isn't she good?

I really can't get it up, the big deal is to lie flat!

The management fee has already been paid, and the extra money for being a buddy has also been earned. When will I not be able to get along, and I will be fired by the leader in tears. How can my good friend eat without me?
Some fund managers lose money every year, and then they can still sit firmly in that position, which makes the Christians puzzled and crazily scolding mothers in the post bar.

Everyone can't figure it out: It's so fucking bad, why doesn't the company change people?

In fact, it is not a matter of replacement at all.

Do you think people's level is low?

Not really.

If you don’t believe me, go and see the profitability of their last small fund, it’s sure to be very beautiful.

Every fund manager who can manage large funds is an elite, but the nature of public offerings determines that it is an IQ management fee. Brothers, stay away, don’t buy it!
And Han Lie, as a private placement, is most flexible in position management.

The short-term explosive power of all the big demons and small demons is empty. It is enough to be able to fill the position when it rises and to be short when it falls.

……

On Thursday, the Shanghai Composite Index rallied, then fell back on Friday.

Han Lie took the opportunity to increase his position to 80 billion, and began to use the leverage provided by CITIC to take heavy positions in the three major ports.

Overall, profitable, but not by much.

It is estimated that the index will take a while, and the time is not up, and he is now mainly building positions in large-cap stocks, which belongs to the precipitation period.

However, despite the mediocre profit situation, as the stock index really touched 1980 points and then stabilized above 2000 points, his reputation exploded again.

Guessing it right once may be a fool, but hitting it twice can only be due to strength.

As a result, the clients who had been on the sidelines couldn't sit still anymore, and invitations from all over the world flew in like snowflakes again, even forcing Liang Wu to start to set up the president's office.

"Boss, I'm really too busy. Can I find you two more secretaries?"

Han Lie was studying the foreign exchange market there, and he responded casually: "Okay, you can figure it out... Well, by the way, don't be all women, let's hire a male secretary, it will be more convenient when there are social gatherings."

The recruitment demand had just been put out, and within a day, there were at least 20 calls through the back door.

Good guy, the daughters of my nephews, nephews and friends are all far away, and a few clients directly reported their daughters - not asking for a high salary, just wanting to learn something from you!

Han Lie was surprised, what can I teach as a secretary?
Orgy? !

If everyone wants to go through the back door, then they won't be able to go through the back door. Han Lie waved his hand: "Fair and just, open recruitment! Anyone who wants to join in the fun, let her sign up."

For the job posting on Thursday, you will directly add money to the big recommendation, screen all day and midnight on Friday, and meet at the beginning of Saturday, more than 70 people came.

The truth is that Assistant Liang's conditions are a bit outrageous.

Not to mention anything else, just the conditions of 9 in the morning and 5 in the evening, weekends, national holidays, starting salary of 15K, 18 salary, five insurances and one housing fund, etc., make doctoral students jealous enough.

In the current magic city, the starting salary for secretarial positions in the financial industry is only more than 4K, which is an order of magnitude worse.

Therefore, the girls who enter the first stage are basically 211 or above, 80% have a master's degree, and there are even 985 and doctors from overseas famous schools.

And the final winners were four undergraduates...

According to the longboard theory, can you imagine how prominent their advantages are in a certain aspect?

On Sunday morning, when Han Lie was called for the final interview, he was stunned.

I'll go, just find a secretary who handles the documents. Are you going to make me a beauty pageant? !

Well done!

Mr. Han secretly admired Assistant Liang's work style, and then began the final selection.

As a result, after communicating with Han Lie, two girls expressed embarrassment: I'm afraid I can't do this job...

Brother lie was stunned.

what's the situation? !

Later, when I saw the other party's blinking eyes, vigilant expression, and a look of guarding against sex demons, I laughed angrily at that time.

Damn, the temperament of a scumbag is deeply rooted in the hearts of the people...

But what about you two? !

Really.

Those two girls are both of the self-cleaning type, and they are super beautiful, so they are usually very vigilant about this aspect.

Coupled with the fact that Assistant Liang picked out the pretty face, the two little white sheep mistakenly thought they had entered the wolf's den, and they didn't dare to ask for the 15K high salary. Hard as a bow...

The remaining two girls are even more wonderful.

One directly stated to Han Lie that he wanted to increase the price, 5 a month, and you can be a secretary for work...

The other one took the initiative to lower the price, hinting very euphemistically: I don't care about money, I just want to be brutally controlled by you...

Mom sells batches!
I'm just scum, not a pervert, okay? !

Brother Lie was so angry that his lips trembled, and he told them to say goodbye on the spot and never see each other again.

What about the appearance and figure of double 90?
There is no shortage of brother!

Then only one boy with a very honest personality was admitted as a secretary.

The female secretary was stuck at this point, what he liked but didn't like him, and what he liked was an unstable factor, a dilemma.

All right, anyway, I'm not in a hurry, so take my time.

Han Lie didn't blame Liang Wu, and it wasn't her fault that the scumbag's temperament was too outstanding, so he turned around and put the matter aside.

In the end, Assistant Liang felt that he had not fulfilled his responsibilities. After thinking hard for a long time, when he went to work on Monday, he brought a rather unexpected woman to Han Lie.

(End of this chapter)