Chapter 328 [Tiansheng QDIE Fund Overseas Income]
Hearing Lu Ming's words, Qi Wei was stunned. He quickly reacted and couldn't help but said, "Chairman can't, right? Isn't Lao Mei worried about the global investor's confidence in the U.S. stock market?"
Lu Ming shook his head repeatedly and said, "I thought the same thing before, but now I look back and think about it... Let's put it this way, if I only want to cheat the foreign capital in Tiansheng Holdings, and then play hooligan, fixed increase, asset transfer, divestiture, etc. All the means are used up, I say hello to Boss Lin, Boss Wang and other institutions, I only target foreign capital, you can watch the show."
Hearing what the boss said, Qi Wei was speechless for a while to refute, he certainly knew what Lu Ming wanted to express.
That is, Laomei wants to swindle the equity assets held by Tiansheng Capital in the North American market. Before using means outside the market, she will greet others, such as greeting other allies in the Western world such as Europe, only for Tiansheng Capital, That makes it hard to cause panic in the market.
How can there be fair competition and free market in this world? It's all bullshit. The so-called free market is based on the premise that Laomei can become the biggest beneficiary of the rules of the game.
Lu Ming said in a deep voice: "The guy who is in the top position of Lao Mei is a nerve knife. He is very obsessed with the operation. It is difficult to predict how he will operate. This is the biggest risk of investing in the US stock market, so all open positions must be taken. To cash out the evacuation, and then spend more energy and cost, disguised as funds from all over the world and quietly sneak back into the U.S. stock market.
Qi Wei thought for a moment, then nodded and replied, "Understood the chairman, should the withdrawal of funds, including the funds of the LPs of the major Wall Street institutions, also be withdrawn?"
Tiansheng Capital received a total of 13.5 billion US dollars of investment from Goldman Sachs and several other major institutions, and at the same time leveraged 100 billion US dollars of leveraged funds, a total of 120 billion US stocks.
Lu Ming shook his head and said, "No, apart from withdrawing the principal and profit funds of my Tiansheng Capital, don't touch the investment of Wall Street LP institutions. If Laomei does something with these funds, let me They have to move, they have neither the interests of our company nor the interests of domestic LP institutions, they are the interests of Wall Street, and they are biting each other when they move, but I am happy to watch the show as a melon eater."
This part of the funds of foreign-funded LP institutions, Lu Ming has no fear, what if the commander of Sichuan University detained or even confiscated it? Anyway, money belongs to Wall Street's vested interests, and it must be institutions like Goldman Sachs who are anxious.
Tiansheng Capital did not have any losses, but to say losses, at most it will lose the excess performance commission managed by foreign investors. As long as the company's own assets and the assets of domestic LP institutions are safely evacuated from North America with profits, other can be ignored.
Qi Wei nodded and said, "I'll deal with it now."
Lu Ming also instructed: "In addition, in the international foreign exchange market, the US dollar index has reversed long and short positions, and the long and short positions of the US dollar index have reversed. to global commodity trading.”
The U.S. dollar appreciates as the Fed raises interest rates. Even if the RMB exchange rate remains unchanged, it will depreciate indirectly because the U.S. dollar is appreciating.
However, the withdrawal of offshore RMB assets cannot be large in and large out, because the pool does not have the capacity of US dollars, and Tiansheng QDIE holds a lot of offshore RMB. Large inflow and large outflow will cause short-term violent fluctuations. will affect the domestic capital market.
After all, the volatility of the foreign exchange market is the focus of global capital, and itself represents a trend.
Offshore renminbi is also a huge amount of money. Although in the future, if you short the renminbi, you can make money, but Lu Ming will definitely not do it. He can earn more by directly participating in the long-short trade of global commodity futures. .
Qi Wei nodded: "Understood!"
Hundreds of billions of U.S. dollar funds are arranged and adjusted. Generally, the decision-making result will only be made after the key consultation and discussion of the meeting. In Lu Ming's case, the arrangement was made in a few words, which gave people a very "sloppy" feeling. .
But Qi Wei didn't have any opinion, he really had no opinion. Who let the chairman set the rhythm so accurately every time that he believed in the truth without any doubts.
Because facts speak louder than words.
The fact is that under such a sluggish global environment this year, Tiansheng QDIE still has a substantial profit of more than 20%. Qi Wei is aware of the situation when he is focusing on overseas investment.
Lu Ming added: "In addition, copy a copy of the company's overseas investment profit and loss statement to me, and ask for the latest data."
Qi Wei replied: "No problem, let my assistant organize a copy and send it over later."
...
About 20 minutes later, the latest data on Tiansheng Capital's total overseas assets was sent to Lu Ming's office.
Up to now, Tiansheng Capital's total overseas assets have reached a new high of 501.3 billion US dollars, and the total return this year has reached +22%, which can be said to be a very generous return.
At the beginning of the year, when the global capital market fell sharply, it was not easy for Tiansheng QDIE to achieve an overall positive growth in investment income. You must know that Bitcoin has now been cut in half, and the highest is 20,000 US dollars. Now it has been cut in half to 1 At the $10,000 integer mark, this position may be broken at any time.
As for the assets of Tiansheng QDIE, the proportion of bitcoin assets is not low. There are still 3.97 million assets. The bitcoin price halved this part of the assets and shrunk by about 40 billion US dollars.
Even so, the overall profitability of Tiansheng QDIE Fund is +22% cumulative floating profit since the beginning of the new year, fulfilling Buffett's annualized income target.
Among overseas investments, Mingpai currently holds a total market value of US$175 billion in equity assets in U.S. stocks. It is the funds to be withdrawn, and it is also the assets owned by domestic LP institutions plus Tiansheng Capital, not counting Wall Street. The LP institution's investment of US$13.5 billion and its hundreds of billions of leveraged funds, if this part is included, the market value of the positions will be as much as US$250 billion.
They are all core North American assets, such as Salesforce, Microsoft, Amazon, Nvidia, Netflix, Apple, Google and other core assets.
Over the years, it can be said that it is quite pleasant to lie on these core assets of US stocks and enjoy the dividends brought by the rise in asset prices.
Seeing these data made Lu Ming more determined to run away. Instead, he was sitting in the position of the commander. Facing the bad situation in which the beautiful country is now, he would definitely not let Tiansheng Capital cut such a large amount of leeks. run away.
The biggest advantage of investing in the stock market is that you can run fast. Unlike investing in the real industry, it is quite difficult to run, and the various procedures are very complicated. If the other party is determined not to let you run, it is basically impossible to run because there is not enough time.
But the stock trading market is different. This is a modern securities market that can close a transaction in 0.6 seconds. Under enough circumstances, the one-click clearing and closing will soon run away.
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