After the Lantern Festival, Yang Jing and Gege returned to Yanjing, and Gege continued her unfinished studies, in fact, there was not much to learn, mainly to prepare for the thesis and defense.As for Yang Jing, in addition to preparing his thesis, he also took time to return to the past time and space.In the 21 st century, especially in the first decade of the new century, there are too many black swan markets in the international financial market, and if he does not grasp these black swan markets, Yang Jing feels sorry for himself.The first is the international price of crude oil.After more than 20 years of the bear market, the international crude oil price in the first decade of the new century, finally ushered in a large wave of stunned bull market, in just a few years, the crazy surge in international crude oil prices almost dizzy!
At the same time that international crude oil prices were soaring, some economic shortcomings accumulated by the United States after the new century became more and more serious, and finally in 2007 the subprime mortgage crisis that spread to the whole world broke out.The scope of the financial crisis and the length of time it lasted were also beyond everyone's expectations.Similarly, the financial crisis has dealt a blow to the global economy.With the outbreak of the subprime mortgage crisis, the international gold price is also like eating Viagra, slowly rising upward, although this wave of rising market lasted far longer than the big bull market in 1980, but the rise in gold prices is more crazy than the big bull market in 1980!
These are the three biggest black swans in the world financial market in the first decade of the new century.Of course, under the influence of these three biggest black swan markets, there have also been countless small black swan markets in various countries, such as the Dow Jones index plummeted by 40% in just one year after the subprime mortgage crisis broke out, and countless stocks with stock prices cut in half.The bankruptcy crisis in Greece because of the subprime mortgage crisis also affected the major European stock indexes.There is also the black swan market that occurred at the beginning of the new century when the Internet bubble burst and the NASDAQ crashed.It can be said that after entering the first decade of the new century, the international financial market is simply full of gold, and it depends on how you pick it up!
The first time node when Yang Jing returned to the past time and space was February 2000, just one month after the last Millennium Annual Meeting of the Dragon Fund."
Boss, we thought you went out to hunt for treasure again, but we didn't expect you to come back after such a short time."
Seeing Yang Jing appear in the office, a group of high-level executives of the Dragon Fund all came to meet, and Henry Williams teased Yang Jing when they met.Yang Jing smiled and said: "I want to find more gold, but if I give Mike more gold, I'm afraid that Mike will fight with me" Old Mike smiled bitterly and pointed at Yang Jing, "Cole, you'd better not pull gold for me anymore, I'm already afraid" Everyone laughed.Yang Jing waved his hand and said, "Mike, don't worry, I won't pull gold for you recently, so you don't have to worry about how to get that gold all day long." ”After a pause, Yang Jing looked at these important subordinates and continued: "Secondly, I came here this time mainly for the NASDAQ index. ”Hearing this, Cesar's eyes immediately lit up, "Boss, are you going to take us again" Looking at Cesar's eyes full of longing, Yang Jing nodded slightly, "Guys, I don't know if you see that the current NASDAQ index is very dangerous." ”David Anderson nodded and said, "Boss, just now a few of us were still discussing when to establish a short position."
In recent years, the Internet in the United States has been too hot, and this popularity is even more popular than the real estate market ten years ago, but the current Internet companies have not found any practical ways to make profits, so such a hot Internet market is simply a super bomb. ”Cesar also said: "David is right, since before the annual meeting of the millennium, David and I have been discussing this matter, Niam and Henry, the current Internet market bubble is too big, once it bursts, it will lead to catastrophic consequences."
However, we are specialized in speculation, how can we let go of such a good market?
”Niamh nodded: "For the bubble in the Internet market, several of us have agreed on it, but for this big bubble to burst, several of us have not yet formed a unified opinion, Cesar and I both think that this huge bubble will not last long, but Henry and David think that this bubble can at least last for more than half a year."
Boss, you're here, and we need you to give us a definite answer and an exact point in time. ”Henry said to a few of them: "Don't forget, we also made a lot of profits in the process of this bubble formation, and the stocks of those Internet companies in our hands have allowed us to make more than 100 billion dollars of net profits in the past few years!"
I think the bubble will burst, but not too quickly, and with the current momentum, I don't think it will collapse until at least the second half of the year or even the end of the year. ”"Henry, I think this realization of yours is too dangerous, just as dangerous as the current Internet market!"
Cesar retorted firmly.David on the side said: "Cesar, what you said is too arbitrary" Obviously, although the four giants have all seen the huge bubble in the Internet market, they have not formed a unified opinion on when the bubble will burst, and it seems that the four of them have been arguing for a long time.Old Mike coughed, and the four of them immediately stopped arguing, but looked at Yang Jing in unison.Yang Jing touched his chin and said: "You guys, it's a good thing to have arguments, there is an old saying in Huaxia, it is called Li'er argues more clearly, which means that there are positive and negative sides to everything, how to choose the right side to avoid the wrong side, then you need to brainstorm."
So, arguing is a good thing, but it should be done in moderation. ”Old Mike smiled and said, "Cole, don't sell it here, for more than a month, Amandan's brains and I have been almost confused by the four of them." ”Amanda on the side also nodded with a wry smile."
Well, since the focus of your argument is when the bubble in the Internet market will burst, then I will tell you my judgment!
I think we can open short positions now, and in my judgment, the Nasdaq will not break through 5200 points at most!
”"5200 points?
Boss, you're too conservative, aren't you?
I think the NASDAQ index will be able to break through 6,000 points!
”David said his judgment very directly, and old Mike and Amanda shook their heads secretly.We all know that David has a high IQ and a low EQ, and now it seems that this is indeed the case.However, Yang Jing was not unhappy because of David's rebuttal, he just said lightly: "The reason why I say this is because you can doubt my judgment, but you must operate according to my requirements." ”David Anderson opened his mouth and eventually nodded with a wry smile."
Guys, now that the Nasdaq has broken through 4800 points, I don't think there's much room for the Nasdaq to rise, so we can start backhand shorting!
And not only the NASDAQ, but also the Dow, S&P, and major European stock indexes can start to build short positions.Well, as for the time, it's before March 5th!
This market will be a market that will last for more than two years, so Cesar will be in charge of this operation. ”After a pause, Yang Jing looked at the other three people and continued: "Henry, I have made a list here, which contains the stocks that we need to sell before March 5th, as well as some stocks that we need to buy in the market when the bubble bursts.Guys, the bursting of the Internet bubble will eliminate more than 70% of the Internet companies, and at the same time, the big waves will sweep the sand, and those Internet companies that can persist in the bursting of the Internet bubble will become real gold, and I need to control more of the stocks of such Internet companies!
”As Yang Jing said, the bursting of the bubble in the Internet market, which is bound to explode this time, is an extremely cruel process of elimination.In the early stage, under the speculation of those brainless investors and speculators, most of the Internet companies whose stock prices grew in an abnormal state will be eliminated.Only those Internet companies that have a clear purpose of development and have grasped the fundamentals of survival can persist in this cruel elimination process.Of course, these companies will eventually become real IT giants, and these companies are Yang Jing's goal!
ps: Bow and thank the "very lazy fish" for the tip of 100.