Consumer male god

Han Lie started his new job with considerable enthusiasm.

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

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

The Research Department must proactively play its role and prepare two macro-level financial reports every morning and evening and send them to the entire company.

The trading department has the most important task, Manager Jiao, don’t leave the operation memo to others, do it yourself..."

After some arrangements, all the employees became nervous.

Han Lie himself plunged into the trading department.

"How is it going?"

“Open sharply lower!”

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

"How low is it?"

Han Lie asked casually and looked down at the screen.

"Good guy, 16 points?!"

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

Something is going to happen...

Han Lie felt puzzled and turned to ask Jiao Fangyan: "Where is today's financial news? Show it to 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 into the MSCI index]

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

[Zhou Xiaochuan “deduces” interest rate liberalization: initial interest rates are likely to rise]

[CPI increased by 2% year-on-year in February, and food prices increased by 2.7%]

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

[In industries with restricted capital flows, the China Banking Regulatory Commission stated that it will strengthen off-balance sheet supervision]

Boy, it’s all negative news!

With Han Lie's current knowledge in finance and economics, he can basically judge the actual meaning and specific impact by simply glancing at the content.

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

MSCI is a global financial index compilation method. The compilation company is Morgan Stanley International Capital, 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 will have little short-term impact on the market.

The introduction is aimed at QDII and QFII license holders. A simple explanation - foreign investors see the benefits and want to enter the market. The MSCI China Index is a tool to guide foreign investors to understand the Chinese stock market.

Therefore, looking beyond the superficial appearance and looking at 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 mid- to long-term benefits.

The next item, Mr. Xiao’s delisting reform plan, is a long-term negative, but the actual impact is small and easy to digest.

Interest rate liberalization, like CPI data, is neutral.

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

Today, the GEM has plummeted, which is largely due to the panic caused by expansion and lowering of standards.

The stock market is full of scoldings - "The garbage GEM is going to lower its standards again. All kinds of shit can be listed to make money. You really don't want Big A to rise, right?!"

The listing of each new stock will lead to a decrease in existing funds and the overall volume of A shares will increase.

At that time, PetroChina stopped the bull market in the first half month before it went public. After it went public, it dragged the market all the way down. I don't know how many leeks were deceived and stood guard on the top of the mountain.

I am asking you if you are afraid of a stock that has been punished for 20 years without giving anyone a chance to unwind it? !

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

Anyway, the trap won’t be solved in another 20 years, so I’d better just be a shareholder with peace of mind...

The last piece of news [strengthening off-balance sheet supervision] is just a repeat of the same old tune. It will have little impact on the stock market, but it will have a great impact on Han Lie's financing side business.

You may not believe it—it’s actually a good influence.

Strengthening supervision is a long-term and orderly systematic project. The holes cannot be sealed immediately by shouting slogans, but the above actions will make capital operations more difficult.

In other words, a considerable number of small players whose operations are not sophisticated enough and whose connections are not broad and strong enough will be eliminated.

On the contrary, the slutty older 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 didn't need such an opportunity, he just found it interesting.

Looking at the present "progressive tense" from the macro-reality perspective of the future is not only thorough, but also gives you the joy of being in control.

If you don’t have enough knowledge as a foundation, you may just watch the fun.

However, Han Lie had enough knowledge, so what he saw was the flourishing national destiny, as well as various local twists and turns.

He could even see the specific fate of each of the trend-setters floating among them.

For example, Gao Shen, the online loan he wants to make will definitely make a lot of money, but if at a critical moment, there is a problem with a certain important fund due to inspection by superiors and it is withdrawn in advance, then he will be 100% bankrupt.

Either run away or take up a job.

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

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

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

So it’s not that there’s anything wrong with Gu Yong and Gao Diaomao’s IQ, they’re just unlucky and being targeted by a bug...

…

"Mr. Han, this is the last straw!"

Jiao Fangyan was very excited. When Han Lie put down the report, she immediately spoke.

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

Han Lie watched the market trending downwards and immediately made a decision: "Observe in the morning, and if it stabilizes in the afternoon, start building a position!"

Of course, it is impossible for a total of 7.5 billion funds to be bought below 2,000 points. That is unrealistic.

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

"What to do first?"

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

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

Jiao Fangyan's trading level is quite good. Although the amount of funds now is huge, she can still do it with ease.

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

What Han Lie doesn't know is that these two points are higher than the same period in history.

His two funds are already a powerful force that can influence the market.

The Shanghai Stock Exchange's trading volume for the whole day was only 95 billion. Although Jiao Fangyan only slowly entered less than 1 billion, it changed history forever.

The next day, Tuesday, the index fluctuated within a narrow range, with a minimum of 1,988 points and a closing of 2,002 points. The trading volume continued to shrink, with the Shanghai Composite Index trading 76 billion throughout the day.

On the third day, Wednesday, the index fluctuated widely, jumping up and down, with a maximum of 2013 points and a minimum of 1975 points. The trading volume recovered slightly, reaching 80 billion.

In three days, Han Lie built a bottom position of 4.5 billion.

It sounds inefficient, but this is a cheap bargaining chip obtained without affecting the trend of individual stocks as much as possible.

Next, if no major accident occurs, there will be no further big moves in this part of the position.

There is a plan——

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

The first two are medium-sized commercial banks with the most outstanding performance. As the vanguard of increasing overall profits, the latter two seek stability and exist like ballast stones.

Six securities firms: Everbright, Guangfa, China Merchants, CITIC, Shanghai Pudong Development and Haitong.

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

Three ports: Yingkou, Tianjin and Tangshan.

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

Six Chinese prefixes: China Railway, China Railway Construction, China Communications Construction, China Science and Technology, and North-South Railway.

Almost all related to railroads – a no-brainer for the reborn.

Any future generation who returns to the era before high-speed rail will miss the convenience of travel in later generations. As long as they know a little bit about the stock market, they will be able to realize the huge potential of related stocks.

The rest are various "Internet celebrity stocks", concepts that may become popular for a while.

In this regard, Han Lie gave Jiao Fangyan considerable freedom, with 500 million funds specifically used to pursue hot spots.

No matter how bearish the market is, there will always be topics for speculation.

For example, the hydrogen fuel concept that led the gains last week and Huachang Chemical rose by the daily limit for 5 times in a row, Han Lie missed it perfectly.

But I don’t care at all.

This small opportunity to make huge profits in the short term is no longer in Han Lie's eyes.

Throughout the year, hundreds of stocks have the opportunity to soar, and no one can catch even half of them—in fact, there is no need to catch that many.

When the funds are not large, it is enough to grab two or three stocks to get the main rise, and the rest of the operations can even lead to 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 limit.

Take Xu Xiang's Zexi as an example - when the stock market rose to about 3,800 points in 2015, he began to take a short position, leaving only 10% of his bottom position.

When it rose from 3800 points to 5100 points, he was short and made no money.

Even when the price fell from 5100 points to 3400 points, he did not lose money.

Then I grabbed a short-term rebound with a full position and bought the bottom, making a huge profit of 3 billion in a few days.

Now compare the public offerings during the same period. Did you make more or lose more?

In the last bull market, the net value of public offerings increased by less than 17% on average, and in just one month after it plummeted to 3,400, the net value fell by nearly 42%.

The problem is that the decline is not over yet. 3400 points is not the end.

So why did public funds in later generations start to join forces crazily?

Because it’s stable!

Seven or eight of our public equity companies quietly joined forces and were able to hold 30 to 40% of a certain company's outstanding shares. How could it fall?

Even if the market does not go well and it dares to fall, at least it will fall slower than other stocks.

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

You help me, I help you, it's all about worldly relations, everyone in the circle is a good friend, and you're happily earning sky-high management fees, isn't she cool?

I really can’t get it up, so I’ll just lie down!

I have already received the management fee, and I have also earned extra money for standing up for my buddies. When will I no longer be able to survive, and will be fired by my boss in tears, and my good friend will not be able to survive without me?

Some fund managers lose money every year, and then they can still sit firmly in that position, leaving the citizens puzzled and madly cursing in the forums.

Everyone can’t figure it out: He’s so fucking stupid, why doesn’t the company change people?

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

Do you think their level is low?

Not necessarily.

If you don’t believe me, just take a look at the profitability of a small fund. I’m sure it’s pretty good.

Every fund manager who can manage large funds is an elite, but the nature of public offering determines that it is an IQ management fee. Brothers, stay away and don’t buy it!

As a private equity firm, Han Lie's most flexible aspect lies in position management.

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

…

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

Han Lie took the opportunity to increase his position to 8 billion, and began to use the leverage provided by CITIC to invest heavily in the three major ports.

Overall, there is profit, but not much.

It is estimated that the index will have to wait for a while, and the time is not yet up, and now he is mainly building positions in large-cap stocks, which is in the settling period.

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

If you guess right once, you may be fooled. If you guess correctly twice, it can only be due to your strength.

As a result, the customers who had been waiting and watching could no longer sit still. Invitations from all walks of life came once again, forcing Liang Wu to start setting 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 casually responded: "Okay, you can figure it out... Well, by the way, they are all women. Let's hire a male secretary. It will be more convenient when we have entertainment."

The recruitment request had just been posted, and in less than a day, I received at least 20 calls from the back door.

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

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

Highly sexual? !

Everyone wants to go through the back door, but they can't. Han Lie waved his hand: "Fair and just, open recruitment! If anyone wants to join in the fun, let her sign up."

For recruitment on Thursday, I directly added money to go to the big recommendation, screened all day and midnight on Friday, and had an initial interview on Saturday, with more than 70 people coming.

The truth is that Assistant Liang’s conditions were a little outrageous.

Not to mention anything else, just the conditions such as 9 a.m. to 5 a.m., weekends and national holidays, a starting salary of 15K, a salary of 18, five insurances and one fund will make all doctoral students jealous.

In the modern metropolis, the starting salary for secretarial positions in the financial industry is only over 4K, which is an order of magnitude lower.

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

Then the final winner was four undergraduate students...

According to the longboard theory, you can imagine how outstanding their advantages are in certain aspects, right?

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

I'm just going to find a secretary to handle documents. Are you going to turn me into a beauty pageant? !

Well done!

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

After communicating with Han Lie, two girls expressed embarrassment: I'm afraid I'm not qualified for this job...

Brother Lie was shocked.

what's the situation? !

Later, when I saw the other person's eyes twinkling, his expression alert, and his look like he was on guard against sexual predators, I laughed out loud.

Damn, the scumbag temperament is deeply rooted in people’s hearts...

But what about you two? !

That's really it.

Those two girls are both clean-minded and very beautiful, so they are usually very wary of this aspect.

In addition, Assistant Liang specializes in picking pretty faces, so the two little white sheep mistakenly thought they were entering a wolf's den. They didn't dare to ask for the high salary of 15K. When they rejected Han Lie, his face turned pale, as if he was afraid that the scumbag would turn against him. It’s like forcing a bow...

The remaining two girls are even weirder.

One person directly told Han Lie that he wanted to increase the price. If you want 50,000 a month, you can have something to do as a secretary...

The other one took the initiative to lower the price and hinted very tactfully: I don't care about money, I just want to be severely insulted, ravaged and roughly controlled by you...

Mom sells batches!

I'm just a scumbag, not a pervert, okay? !

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

So what if you have a face value of 90?

Brother is not lacking!

Then only one boy with a very honest character was hired as a secretary.

The female secretary was stuck. What he liked was not her, but what she liked was unstable. It was a dilemma.

Okay, I'm not in a hurry anyway, I'll take my time.

Han Lie didn't blame Liang Wu. It wasn't her fault that the scumbag had such an outstanding temperament, so he turned around and let the matter go.

As a result, Assistant Liang felt that he had not fulfilled his responsibility, so he thought about it for a long time. When he went to work on Monday, he brought a rather unexpected woman to Han Lie.