rebirth against the times

After a long time, Bai Shuo finally stopped and sat in front of the computer again. Everyone saw Bai Shuo's actions and knew that he had a plan, and they all waited for Bai Shuo's decision. Bai Shuo saw that everyone had returned

State, he said: "Tell me, if we want to short U.S. real estate immediately, what should we do?"

"Have you made up your mind? Is it time to take action?" Liang Ying asked immediately.

Bai Shuo continued: "Old Liang, this opportunity cannot be missed. Although you have never told me the secret behind you. But I know that you have been waiting for an opportunity, an opportunity that can make you strong enough to

An opportunity for you to come to the front in an open and honest manner. Now that this opportunity has come, of course it may also make you lose everything again. How do you want to choose?"

Liang Ying said without hesitation: "Okay, fuck his mother."

Zhong Pengcheng said excitedly: "Damn, we are preparing to defend the rice emperor. Thinking about it makes me feel excited."

Bai Shuo grinned and said: "Not only is the Emperor of Japan, he may be the enemy of the whole world."

"Liu Shu, if we want to short the real estate in the United States, what is the best way to get the most profit? I don't care about the risk, as long as the profit is the most, I will do the most ruthless thing." Liang Ying asked Liu Shu firmly, and also emphasized

To maximize profits.

Liu Shu thought for a while and said: "Shorting the stock market is the most convenient and direct way. At that time, we can even find a way to directly operate naked. However, this method requires choosing a good time. When everyone is optimistic, the market continues to rise.

It would undoubtedly be suicide to take action at the right time. If you wait until the crisis breaks out in full before taking action, you will undoubtedly not be able to obtain the maximum benefit."

"No, this is the second stage of the plan. We must make the first pot of gold from this crisis before the stock market is affected by fluctuations. Otherwise, even if the stock market goes as we expected, we will not have enough funds. And if it really happens

By then, the crisis will be so severe that all economic measures will fail. We cannot rule out the possibility that the United States will forcibly ban short selling of the stock market. In particular, naked short trading is likely to be stopped. We must find a way to catch the snake before it reaches its final destination.

The way to hit with one blow." Bai Shuo immediately rejected Liu Shu's opinion.

Everyone was silent again.

Zhong Pengcheng seemed to have thought of something, and said: "Currently, the United States has a lot of securitized things in housing loans. Maybe we can start with these things. If the real estate bubble bursts, then these things should be affected first, and then the stock market.

Then to the real industry. Maybe we can consider how to operate it from the perspective of mortgage securities."

After Zhong Pengcheng's words, everyone fell into thinking again, and time passed by like this.

After a while, Liu Shu said: "There are still some ways, which must be implemented immediately, but the risks may be relatively high."

"I said no matter the risks, as long as the benefits are maximized, don't hold back and tell me quickly." Liang Ying said with some urgency.

Liu Shu thought again: "As Pengcheng said, if you consider starting with mortgage-backed securities, the only option is to short MBS."

"How to do it specifically?" Bai Shuo's eyes lit up and he felt that the direction should be right, but he was not very good at this.

Liu Shu continued: "In addition to MBS and CDO, there is also something called CDS in the U.S. market, which is mortgage securities credit default s This is actually a bet against banks, insurance companies and other financial institutions.

We pay them insurance premiums based on a certain percentage, betting on real estate falling and those mortgages defaulting on a large scale. If house prices really fall by then, they will pay compensation for the mortgage securities we insured. In this way, we can only pay a little bit every month.

We can reap the maximum benefits by paying the fee. However, if house prices cannot fall as we want in the long term, the costs we will pay will also be considerable. In addition, if we participate in CDS investment, there will be a certain access mechanism. At present,

We alone cannot participate."

"What are the requirements?" Bai Shuo asked.

"It requires the support of an institution that has signed the ISDA agreement, that is, has a background such as the International Swaps and Derivatives Association." Liu Shu further explained.

When Bai Shuo heard this, he immediately said: "It depends on people. Since we are going to do something special, we cannot do it on our own. The next step must be to find a large number of financial institutions to cooperate. I suggest that the first step is to go short."

These mortgage securities, CDOs and other things. As for the second step, we have to adapt accordingly. I think there are some things we need to discuss immediately."

Then there was another in-depth discussion until the sky was dimming and a specific plan was finally formed:

Bai Shuo is responsible for the overall coordination of this plan, analyzing and grasping each node of the action, and providing everyone with a unified direction and goal for action.

Liang Ying and Zhong Pengcheng were responsible for finding some financial institutions as the platform for this operation and were responsible for solving IDSA-related issues. In addition, Liang Ying was responsible for the overall arrangement of the funds for this plan and cooperated with Bai Shuo for overall coordination.

Liu Shu was responsible for the early stage work in the United States. He immediately arranged for a professional team to contact major financial institutions in the United States to purchase CDS in large quantities at a cost of 1%-3% per year. In addition, he also divided into various financial instruments for shorting CDOs in the market.

Buy in batches. In short, look for all opportunities to short U.S. real estate.

In addition, Bai Shuo also proposed to build a professional and loyal talent team from now on. It is not just this plan, because in Bai Shuo's heart, this plan is just the beginning, and there will be more in the future.

There are many or even bigger things that need to be done. Without a loyal and reliable talent team, it is not enough to support their ambitions.

Liang Ying felt a little bitter at this time. It was obvious that such a huge plan was not enough with the more than 20 million they had in hand now. He believed in the snake swallowing the elephant, but when it came to an ant trying to swallow an elephant, he

He couldn't even think about it. But he was really prepared to do it at all costs. Maybe this was his last chance.

Turning off the computer, Bai Shuo quickly went to bed and prepared to sleep for a while, but he couldn't fall asleep. He thought a lot. This plan was too huge. If he didn't grasp it accurately, the result of failure would not be something he could bear. In fact, with Bai Shuo

The current situation can be considered as a small rich man in China. If you work steadily, it will not be a problem to live a rich and worry-free life. But if you fail this time, not only will you have nothing, but you will even be left with an unimaginable sum.

He has astronomical debts, and it is very possible that this failure will be the end of his life. But Bai Shuo, who already knows what it feels like to live a mediocre life, is no longer willing to live like that again. In this life, he must

Do something you want to do but don’t dare to do. The sky is completely bright and a new day has begun. Bai Shuo got up and went to the window, opened the curtains, and took a deep breath. The weather today seemed

It was a bit gloomy, and waves of cold wind carrying rain blew on Bai Shuo's face. It was like a storm was coming.

Everything went according to plan. Liang Ying and Zhong Pengcheng quickly found financial institutions that they could cooperate with, and used these institutions as a platform to implement the established plan. Liu Shu's team went to one American investment bank, insurance company after another.

The company, the real estate company, soon reached an agreement with several institutions to purchase mortgage securities credit default swaps (CDS). According to these agreements, only an average of more than 1 million US dollars per month can be paid to obtain 600 million US dollars worth of securities.

Default protection. But Liang Ying felt that it was not enough, so she asked Liu Shu to further increase his capabilities. At the same time, Liu Shu's team also bought a large number of various short CDO products from major institutions. These actions of Liu Shu's team are still considered investments on Wall Street.

A small stone was thrown, which caused ripples in the industry. For a time, everyone said that a group of fools appeared on Wall Street, throwing money away in vain, and major institutions rushed to sell CDS. But there were also

People discovered something different from it and began to follow Liu Shu's example in shorting the American real estate market.

Bai Shuo continued to cram in all kinds of knowledge and theories. He felt that a war was imminent, but apart from the things in his memory, he lacked a lot. Think about those time-travel dramas, no matter which dynasty he was not familiar with at all, he could get through it.

The prosperity of the world is rising, and the wind and rain will come. But in the era I live in, why do I still feel that it is very difficult. After thinking about it, it seems that those TV series are all lies. Modern people

If you really travel to a different dynasty, you will probably be treated as a monster and killed by idiots in the first round due to issues such as customs, language, writing, ideas, etc. Those who are lucky enough to survive the first round will probably be driven crazy by such a completely different era.

.In short, there are thousands of ways to die. Bai Shuo also thought about it a lot, but what he never expected was that when they were about to show off their grand ambitions, they were stifled by something that was supposed to be a happy event and almost had no way out.

.

On this day, as soon as Liang Ying sat down in front of the computer, she was surprised to find that the aerospace steel structure stock they had heavily invested in had been suspended. After checking the information, it was found that the cause was a major event that was about to be disclosed, and there was a high probability that it would be good.

News. Liang Ying excitedly said to Bai Shuo: "We have really caught this stock. I estimate that after the information is disclosed, the opening will definitely skyrocket."

Bai Shuo also asked very happily: "Pay more attention to the specific situation. By the way, how long will the trading be suspended and when will the news be disclosed?"

Liang Ying said: "I don't know about this? It looks like it will take a long time. But if there are huge benefits, it's worth waiting."

Bai Shuo always felt that something was wrong, and suddenly said to Liang Ying with a look of horror: "Oh no."

Liang Ying was shocked, first looking at Bai Shuo in confusion, and then a panicked expression appeared.

Both of them know what happened. In addition to holding this stock, the funds in the current account include other preliminary funds for planned actions, and there is not much left. If this stock is frozen, it means that

As a result, their cash flow is completely broken. In a few days, it will be the interest payment day for stock market capital allocation, which is not much, so it can be dealt with. But a week later, it will be the day to pay more than 800,000 bank mortgage loans, and then there will be no

Enough funds. What's even more terrible is that in two weeks, Liu Shu will pay the CDS related fees according to the agreement. This will cost more than 7 million, not counting the sporadic short-selling products that have recently signed purchase agreements.

Money, and according to Liang Ying's request, Liu Shu has expanded a lot of new businesses. It is said that there are still tens of millions of payments to be made in the future, and this amount is still increasing. At this time, the two of them can be anxious

It was spinning around.

"Liang Ying, when do you think this stock can be released? No, it's not enough to release it. It has to make money to be able to maintain our plan. I guess after the freeze is released, we will have to persist for ten trading days no matter what.

Can be sold."

"I guess it should be fine in about a month."

"That means we have to find a way to survive at least six weeks, and we have to persist for at least 42 days. We will also consider some unexpected factors and plan to persist for two months."

Liang Ying was responsible for the capital plan. At this time, she calculated in her mind and said: "150,000 in four days, 820,000 in 7 days, 2 million in 10 days, 7.26 million in 14 days, and 12 million in 25 days. If you insist on it for two months, that means

We have to find at least 45 million bridge funds as soon as possible. But now we have almost used all the channels to obtain funds, and there is no other way for the time being."

Bai Shuo thought for a moment: "Can you sell some Hongwan properties?"

Liang Ying shook her head and smiled bitterly: "When operating those loans at that time, there were some cyclical regulations. Our properties could not be resold within one year, and early repayment within two years would incur a 20% penalty."

Bai Shuo saw this provision at the time, but Liang Ying told Bai Shuo not to care about the terms, so he didn't think much about it. Bai Shuo became anxious: "Liang Ying, even if there was no issue of stocks being suspended, you haven't considered us.

Isn’t there also a problem of more than 40 million? Since all channels have been used up, how confident are you that you want Liu Shu to make the total amount of CDS so large? If the capital chain is broken and we don’t wait until the day of crisis, we

He died first."

Liang Ying's eyes were a little scarlet at this time, and he explained: "I have studied this stock carefully, and it does show signs of starting. And you also said that once it starts, it will only turn over once or twice. I am thinking about it.

As long as it starts up, it should be enough for us to last for two or three months. As for what happens after two or three months, we will have to find another way. As long as we can persist for a few more months, Hongwan's assets will be unfrozen, and the big deal will be compensation.

It’s just some liquidated damages. This is enough to support us until the economic crisis comes. But if Liu Shu and others are not allowed to take action now, and when the people on Wall Street come to their senses, will we still be able to absorb such a large amount of CDS?”

"But you just missed that this stock will start in this way, right, haha." Bai Shuo was speechless at this time. He couldn't blame Liang Ying. After all, everyone makes mistakes sometimes, and this matter

This has been discussed by everyone, and if there are any problems, we must face them together.