Reborn Millennial Gamer

Chapter 601 You are connected very well (4k)

On a winter night in Los Angeles, the wind blows.

As soon as the Golden Globe awards ceremony was over, Zeng Li returned to the mansion with the fireplace, took off her clothes, and handed them to the housekeeper:
"What about others, sir?"

"He's in the study."

"Still in the study."

Zeng Li looked in the direction of the study, the door was closed tightly.

The new year has come, and the Lu family office is holding a meeting.

"Last year, our subprime mortgage fund increased by 9% in September, 75% in October, 10% in November, and the least in December, which only increased by 56%..."

"Only relying on ABX and securities lending for short selling, as well as CDO and CDX, in 07, there were 84.2 billion U.S. dollars!"

Xu Xin folded her legs and reported the profit and loss of the Three Body Fund.

"How much do we have left?"

Lu Fei held a pencil with one red end and one blue end, and used the red tip to draw circles on the numbers on the document.

"We and the Paulsons have sold goods worth 240 billion dollars this time, earning 150 billion U.S. dollars, and now there are 200 billion U.S. dollars in goods waiting to be released this year. It is expected that the entire subprime short-selling plan will have at least 270 billion U.S. dollars. revenue."

Xu Xin smiled and raised her wine glass, "Congratulations, Ah Fei."

Lu Fei took a sip of his wine, "Not only, not only, the current price of CDS is barely maintained by the fraudsters of Bear Stearns, Lehman, and Merrill Lynch. As long as one of them fails, once the subprime mortgage breaks out, CDS But it’s not the current price.”

"The Fed can cut rates to save the market."

Xu Xin said: "This time the emergency drop was 75 basis points."

"so much?"

"No, it is the largest interest rate cut since the 1980s, and the insurance regulator provided bond insurers with $150 billion in financial assistance, which in disguise solved the urgent needs of Bear Stearns and Lehman in the hardest-hit areas, otherwise Bear Stearns The stock price will not remain at $77.43 now."

"It's enough to let them pass this year. Bear Stearns' P2P platform is about to explode."

"If that's the case, the CDS will absolutely skyrocket."

Xu Xin sighed, "Especially the CDS of Bear Stearns, which increased by a full 10 times last year, and now the unit price of the swap contract per 1000 million US dollars is 33.6 US dollars, maybe it can increase by 5 times, and Lehman is almost the same. , $1000 for every $26.8 million contract..."

"But this time the shot must be quick."

Lu Fei shook his wine glass, "Last year, I spent a lot of time hanging around others and speculating on CDS, but this year it's gone. Once the financial crisis breaks out completely, contracts that cannot be honored are waste paper."

"Don't worry, Brosen and John are professionals." Xu Xin reached out and handed over the asset allocation plan.

Lu Fei looked at ten lines from top to bottom.

The proceeds of the entire short-selling campaign, because it is necessary to form a community of interests, take out the shares as favors and distribute them to the old money, new money, and members of the Huaxia Bank Group and the Revival Association. In John Paulson’s short-selling fund, he still holds 50 % share of revenue.

Its own three-body fund accounts for 80%.

After two years of layout, there will be 170 billion US dollars no matter what.

95 billion will be used for investment, and 75 billion will be reserved for logical acquisition of manufacturers with patented technologies such as storage and communication.

"In addition to investing in gold, I made a bottom-hunting plan after the subprime mortgage crisis according to your request. After all, if there is no accident, the United States will definitely survive the crisis by printing money. At that time, so much hot money will definitely flow into the US stock market, especially It's bank stocks and technology stocks." Xu Xin put the list in front of him.

"Citigroup, Amazon, Netflix, Google, Apple..."

Lu Fei scanned them one by one, and discussed with her the priority of investment and the amount of investment, distinguishing the priority, severity, and amount.

"Let's settle it first, and we'll change it depending on the situation." Xu Xin put the document back into his bag, "Just like John, he's going to short the stock prices of Bear Stearns and Lehman again."

Lu Fei was very surprised, "Bear Stearns is his old employer and the financial backer who started his business, so why is he so ruthless?"

"It's not that Bear Stearns angered him. He has been manipulating the CDS price with Lehman and others in secret, which saved us more than one billion US dollars and took away people's money, like killing parents."

Xu Xin took out another stack of bills and contracts from her bag.

"Too."

Lu Fei touched his chin, and the next step was to deal with large and small documents, such as Maserati M12 bills, and sign them one by one.

"A Fei, you don't know much about your investment."

Xu Xin smacked his lips, "It's okay to invest in Tesla, just like BYD, investing in the future of new energy vehicles, what about investing in rockets? Don't you want to build private rockets like Musk? Are you kidding?" Bar?"

"What do you think, Miss Xin?"

"Hehe, you are crazy about going to heaven. 1 million RMB is not enough to launch a rocket, and 1 million US dollars is not too much. Besides, I have investigated SpaceX, and the employees there, not to mention 100%, at least 50.00% are former NASA employees , Our outstanding aerospace talents have all been handed over to the country.”

"No way, who told us not to vote for SpaceX."

Lu Fei spread his hands, "However, I am different from Musk. He can directly build rockets. I am thinking about building supporting equipment first, such as aerospace drones and Mars drones. Hey, first build a research and development platform. I can’t make a rocket, and I don’t have much expectations. The key is to give capital a new investment direction. I have invested in it. There must be capital willing to follow in, which can be regarded as a disguised support for our aerospace industry.”

"So you still want to invest in drones?"

"Hey, I really found a family."

"Anyway, it's your money, so it's up to you, but let me remind you that the space economy is illusory, remember to stop losses in time." Xu Xin shook his head and laughed, his eyes full of affection.

Regardless of whether it is a rocket or a drone, treat it as his toy!
"It's hard to say, maybe we will land on the moon in 2030."

Lu Fei made an "OK" gesture.

"2030? Huh, moon landing?"

Xu Xin's face was full of disbelief, and he didn't answer, but took out the sample book of "The Big Short" from his bag, "Friedman said that it will be published in about a year. Would you like to hold a new book launch?"

"I won't be famous anymore. People are afraid of being famous and pigs are afraid of being strong. I have both. I will leave the press conference to Lewis."

Lu Fei stood up and sent Xu Xin out of the study.

Zeng Li walked out of the kitchen with the steaming spaghetti, and happened to meet her face to face, "I asked someone to make a supper, why don't you eat it before you leave?"

"I won't compete with Ah Fei for food, I'll leave it all to him."

Xu Xin walked away with a meaningful smile.

As soon as the door was opened, the cold wind blowing in was refreshing.

The security team that was strictly guarded outside has changed again, and now it is Wang Ben's turn to lead, feeling full of security.

"Xiang, what else?"

Lu Fei and Zeng Li sat face to face in the restaurant. French fries, fried chicken, fried dumplings, and red spaghetti were placed on the table.

"Pfft."

Seeing his mouth full of sauce, Zeng Li laughed.

"So happy, did you win the award at the award ceremony?"

Lu Fei rolled the noodles with a fork in one hand, and picked up fried dumplings with chopsticks in the other.

"No, I didn't have many roles in "Iron Man", so how could I win an award? I was nominated for a Golden Globe, but I'm very content. Ziyi has only been nominated for a Golden Globe." Zeng Li He pulled out a tissue and handed it over.

"When will your mother and Xiaoyu come?"

Lu Fei took the tissue and wiped his mouth.

"The flight ticket is booked on February 2th, and it's only a few days away."

Zeng Li frowned slightly, showing worry.

"I'll accompany you to pick up the plane then."

Lu Fei put the fried dumplings dipped in vinegar into her bowl.

"Mom should agree with the two of us." Zeng Li picked it up, put it down again, and said, "I should."

"It's not supposed to, it's for sure."

Lu Fei patted the back of her hand.

At this moment, the ringtone of the mobile phone broke the atmosphere.

The caller is Guo Xing. It is not important to say that the matter is important, and it is important to say that it is not important. Morgan Stanley and Citigroup formed an investment team and took the initiative to find Logic. The words are high-sounding, and they want Logic to have a better development environment, especially in America.

In fact, I want to share the equity of Logic and promote the listing of Logic.

"I'm too lazy to meet them, I'm going to pick up the plane, I'm not free."

Lu Fei curled his lips, and the beads of the abacus fell on my face.

"What they said is very tempting. They say that if you can achieve a market value of [-] billion like Apple and Nokia, you will naturally become the richest man in the world." Guo Xing said with a hint of disdain in his tone.

"Hehe, if you want to go public, you can do it a long time ago. You still need them to worry about it. You tell them that Logic will not go public or even accept any capital. I am not short of money, and Logic is not short of this money. As for the richest man in the world..."

Lu Fei said: "Could it be that if I don't go public, I won't have this opportunity? Hehe, don't talk to these people, and you don't need to talk to them, just send a vice president to deal with it and it's over."

"Understood, then I will send Tianmei there."

As soon as the phone was hung up, Zeng Li leaned forward:
"Did the pick-up delay you?"

"No, senior sister. Instead, my mother and Xiaoyu gave me a good excuse. I don't want to see them at all."

"Didn't everyone say it's okay to go public?"

"It depends on who it is. With a logical equity structure and operating model, it is impossible to go public in this lifetime. Once capital is introduced, it will probably get out of control, especially if it is American capital."

Lu Fei does not want to repeat the mistakes of ZTE.

Although the listing is quite attractive, Apple's current market value is more than 1640 billion U.S. dollars, Nokia has 1150 billion U.S. dollars, owns Yangtze River Storage and Fuxin Semiconductor, plus its own body, no matter how bad the logic is, it is still about 1000 billion U.S. dollars, regardless of Citigroup, Goldman Sachs, or Other securities companies are basically only high and not low.

With a market value of [-] billion, if you say no, don't...

Although Zeng Li couldn't understand, she was greatly shocked.

"What's more, let me go public this year, treat me as a fool."

Lu Fei smiled coldly, Ying Jiang is very bad.

………………

In early February, the subprime mortgage situation was as cold as this winter.

Even if the Ministry of Finance does everything possible to save it, and join hands with the Ministry of Housing and Urban Development to create a rescue project, the Alliance of Hope.

Use refinancing to convert the subprime mortgages of home buyers into low-interest fixed-rate loans, that is, convert 100 million mortgages into low-interest loans, of which 68 are subprime loans.

In this way, the crisis has indeed been alleviated, but it is far from enough.

Investors are not fools, they have abandoned the ship and run away, fleeing the financial market in the United States, and rushing to the safest investment——

US national debt.

The Wall Street giants, even Goldman Sachs, which turned from long to short in the middle, continued to expand their losses, and none of them was spared.

Just when the "New York Times" issued a warning of "declining liquidity in the market", rumors about Bear Stearns gradually spread. It is unknown which insider revealed that it was experiencing liquidity problems.

It is equivalent to investors withdrawing their funds one after another, and the cash is about to bottom out.

At first, everyone laughed.

Bear Stearns is one of the five largest investment banks on Wall Street.

Although he is the smallest in size, he behaves fiercely. He often uses extremely high leverage to fight in and out of large fluctuations in the market, earning income from the undervaluation of assets.

Typical "only recognize money but not people", and do things independently.

John Paulson inherited the genes of Bear Stearns, and his intention to kill was determined, and Master Eater was able to do it. With the help of Youtube, Facebook, Twitter and other media, public opinion completely boiled over.

A rumor repeated a hundred times becomes the truth!
Authoritative business media such as "Wall Street Journal" and "Bloomberg Businessweek" were like sharks smelling blood, and rushed to Bear Stearns one after another to analyze its operating conditions from the inside out.

Bear Stearns immediately proved his innocence,

With $180 billion in cash and highly liquid securities!
But suddenly, the financial self-media "coincidentally" exposed the crisis of P2P platforms such as Bear Stearns, Lehman, and Merrill Lynch.

Bear Stearns was forced to release its wool again, and launched various activities, such as registration to send prizes, phone bills, experience money, etc...

But it still couldn't stop the stock price from falling.

John Paulson focused on short selling, and Lu Fei focused on public opinion. The combination of left, right, left, and right fists was neatly connected, so that Bear Stearns, Lehman, and Merrill Lynch could only secretly ask the Federal Reserve for help——

Dad save me!

The Fed was alarmed and double cut interest rates by 50 basis points.

Even this year's G[-] finance ministers and central bank governors' meeting, the core topic was the subprime mortgage crisis.

Lu Fei sat in the VIP lounge of the airport and remotely arranged for Carlson Bullock to hand over the first-quarter research reports on Bear Stearns and Lehman, especially P2P, to top business schools like Wharton and Harvard. do it.

If P2P is not bombed, how will Bear Stearns and Lehman bomb it?
If Bear Stearns and Lehman were not blown up, how could the subprime mortgage blow up?
Therefore, the P2P mine is about to explode!
Still moving!

Still crying ghosts and gods!
"Choose a good time and choose a good media."

Just after Lu Fei finished explaining and hung up the phone, Guo Xing called again and told that the Morgan Stanley investment team was very angry.

After all, as one of the largest investment teams in the United States, they are superior almost everywhere they go, especially in Japan and South Korea, which is simply a father's treatment, but this time they are logically deflated.

"He told Tianmei that it was completely unwise for us to reject Morgan Stanley and Citigroup. What we rejected was hundreds of billions of dollars. He also threatened that it would not take long, and we would definitely regret it!"

"Let's live on their own in subprime mortgages."

Lu Fei suddenly felt Zeng Li grabbing his wrist, and saw a Boeing skidding on the runway to land on the apron outside the window.

"big beauty!"

"Ah, Ah Fei, please come pick me up."

Zeng Mu said hello and got into the car with Zeng Yu.

"Auntie, it's not troublesome at all."

Sitting in the same row as Lu Fei and Zeng Li, he saw Zeng Yu deliberately inserting himself between them, looking left and right.

Finally, he looked at his great-grandmother, who was looking at the extended version of Lincoln, and asked in a low voice, "When are you going to have a showdown with Mom?"

"It's been a year anyway."

Zeng Li smiled.

"That's fine, otherwise, you won't be able to enjoy the New Year's Eve dinner in a down-to-earth manner." Zeng Yu grumbled and leaned closer to Zeng Mu.

Zeng Li and Lu Fei looked at each other and smiled.

After about half an hour, the car slowly stopped.

When Lu Feifu got out of the car, Guo Xing called again.

"Mr. Lu, something happened. Micron formally sued Toshiba and our YMTC in the California court, claiming that Toshiba stole its intellectual property rights of memory chips, including the key technology of memory chips, and handed them over to YMTC."

"What did you say, say it again?"

"Micron Sues YMTC and Toshiba for Infringement!"

"Hiss, I really let Elpida say it right."

Lu Fei squinted his eyes. As soon as he rejected Citigroup and Morgan Stanley's listing proposals, Micron sued them for infringement.

You guys are connecting well.

　Thanks to 2023519085408371, 180602092137497, and Luohua Wuqing for their 100 starting coins.

　　
　
(End of this chapter)