Since the establishment of Thunder, Lei Hao has always been in high-risk areas, and most of the funds in his hands are active.
Fortunately, for two years, the market has been highly dispersed, which has created conditions for active investors to reap the benefits.
Since the end of last year, the market has stabilized, the dispersion has decreased, and it has entered a narrow range of shrinkage channels, but it can also be said that a storm is brewing.
The value of the U.S. dollar is a matter of the entire world financial market, and at the level of thunder, the news obtained is that at this stage, the volume of U.S. dollar assets is shrinking, and it can also be said that there are more U.S. dollars in the market, and they must find a channel, which is a challenge for financial institutions outside the United States.
Uncle Sam has only one way, and that is to find a place for the dollar, that is, to find more things for the dollar to spend and price.
This is a confrontation at the national level, Thunder has reached the current level, but Lei Hao is qualified to participate.
The financial market is a place full of leverage, if Lei Hao's cash at his disposal is 100 billion US dollars, he can use this 100 billion as a margin to leverage hundreds of billions of funds in major institutions for continuous trading.
When the operation of funds of this magnitude begins, large institutions are generally unwilling to take risks, and they will strictly follow the procedures and lose all their exposure to the market, that is, lend money to Lei Hao and provide services for Lei Hao's operation.
The huge amount of money pouring into the underlying market will inevitably have an impact on various indexes, and then the capital forces that see the opportunity will not be tempted "As long as I'm willing to take risks and provide some support for their strategy, then neither China nor Europe should be able to bear it, they haven't thought about the final word, but it's okay to cut some meat."
Lei Hao felt that the road ahead was bright.
If only Thunder, it is possible to leverage such a huge amount of money, but the channel is not smooth, and the high cost will make the outside world not recognize this operation.
In addition, the Asian Financial Investment is different, firstly, the amount of funds is absolutely sufficient, and secondly, the Asian Financial Investment can be regarded as a hybrid born together with European financial institutions and China, enjoying very favorable terms, and the cost has been virtually reduced, and finally, Lei Hao began to get the investment rights of the Asian Financial Investment, and it is the shareholders who have excessively delegated their rights.
At this time, Lei Hao knew that what he had to do was to make money.
Profits can make financial institutions ignore moral hazard and ignore systemic risk, and they would rather wait for the point in time when Lei Hao may make a mistake than come out and stop when Lei Hao is smooth sailing.
On the contrary, when the investment department of Asia Financial Investment continues to make profits, Lei Hao's early capital integration channels will be used frantically by major capital forces. 4oo billion you can make money quickly, 5oo 6oo I even dare to give you 100 billion.
But the market is changing.
After receiving the new future information, Lei Hao felt that he couldn't laugh or cry.
Since the establishment of Asia Financial Investment, there have been more and more contradictions in information in the future, and the reason is that Lei Hao has more and more influence on the overall situation.
With the current strength of Asia Financial Investment and Thunder, and the structural adjustment of China's foreign exchange reserves are handed over to Thunder to operate, Lei Hao's influence on the Asia-Pacific market is increasing day by day, which will make other variables appear.
I know that a certain security is going to rise, I buy it, it rises in advance, and then the technical adjustment, or even the fundamentals will make strategic changes, this is a possible thing.
Just like now, non-agricultural data can change, and Lei Hao is not surprised at all.
In fact, from the analysis of the information currently available, Lei Hao has this hunch, and this is also a good thing, whether it is Thunder, or Asian Financial Investment, or even the China Exchange Reserve Management Division, all tend to short the direction of the dollar, non-agricultural intends to amplify the negative, the dollar will continue to depreciate, and profits will appear.
"Amplifying the negative, depreciation, technical adjustment, good, and restoring the currency value is another harvest."
Lei Hao is sure of one thing: North American institutions must have been selling short during this time.
The big institutions seem to have a tacit understanding and recognize the market fluctuations during this time, so it's no wonder that the amount of energy will shrink into that, no matter which big organization, it is very difficult to find enough chips.
"In the game of drumming and passing flowers, maybe Yajin Investment can get something from the hands of that group of large institutional shareholders."
Inexplicably, Lei Hao remembered the recent situation of Yajin Investment and Thunder.
Keda, HSBC and other institutions have been hesitant to invest more funds in Yajin, after having the son of Yajintou, Thunder is more competitive than cooperative for this group of large institutions, and some chips can be obtained by Yajin Investment and Thunder can never get it.
For example, a US dollar asset that is currently trending down and the market is likely to be bullish in the future.
A target continues to fall, which is something worth operating for large institutions, but something like the US dollar, it can't fall anywhere, and the market will almost certainly rise in the future, so how much exposure to open is a very important thing for institutions.
If it is the thunder that asks for hedging, for the sake of risk control, large institutions will not throw chips, but the institutions that open their mouths become Asian financial investment, then the nature of the matter is completely different, they have a lot of shares, which is equivalent to making or losing, and there is a bit of a left-handed to right-handed way.
Moreover, Yajin lost, Lei Hao wanted to return the rights to the board of directors, and Yajin won, so the funds injected into the trend could even be reduced a lot.
You've made all the money, you've got so much money, you don't need any more money.
This is a wonderful balance point, and it is also the reason why Lei Hao is willing to set up Yajintou, what he can't get, Yajintou can.
"What's more, the non-agricultural pull is bearish, generally speaking, the market should feel that the technical side has time to digest this information, and then rebound some back from the technical side, but" Lei Hao read more information, and had some admiration for Lao Mei's courage: "Who knows, they want to let the bearish explode directly in a period of time" Letting the bearish squeeze explode is an operational method, which is not applicable to many financial targets, but it is very applicable to the US dollar.
The principle is that I frantically sell the bearish and let the dollar depreciate and dive, but the dollar has a hegemonic position, and no matter how it falls, its attributes are almost all rigid, that is, all market participants have a bottom line in their hearts, and they will feel: if they fall here, they will not fall again.
This creates an opportunity for the technical rebound, when the bearish explosion is over, as soon as the bullish news comes out, there is often a state of recovering the lost ground of the dollar, the old United States has tried this trick repeatedly, although every time you need to take a certain risk, but he is frequent, it is not surprising to play three or two times a year.
"After the non-farm payrolls came out, the bearishness was amplified, and then the divergence point appeared."
Lei Hao breathed a sigh of relief in his heart, "The stable period in January has passed, and February is the first node. ” "As long as there are disagreements, the exposure of Asia Financial Investment can continue to expand
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