Rebirth: The Financial Giant

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As time passed by, Lu Ming glanced at the time in the lower right corner of the work computer screen, and speeded up to finish the rest of the story.

Immediately, he recalled the two pictures on the left and right of Tiansheng Holdings as a reference, and said, "One more thing to say is, what should our market pay more attention to at the end of each big bull market?"

Looking at the thinking people, Lu Ming continued: "It's very simple, it can be extended from these two pictures. At this time, we should pay attention to whether there are still leeks coming in? Can we still keep changing hands? Has the leverage ratio reached the limit? Peak? How long can the capital market last when these elements are not enough? If it can’t last for a long time, just one word at this time: run!”

With that said, Lu Ming shifted his body and sat in a different position, teasing with ease: "Of course, at this time, generally speaking, it is necessary to create dreams, talk about beliefs, etc. to let investors in, such as in large You can see this sound at the end of the market, big A has started a big bull market, 6,000 points is not a dream, 10,000 points are just starting, and 30,000 points are elephants walking!"

"In the future, the new energy will come, and when it enters the end of the market, there will be phenomena like dreaming and talking about beliefs. Various voices in the market tell you that new energy is the future, and the world's fuel vehicles will be replaced by new energy. How big is the market? Investors are suffocating their dreams as soon as they hear it. At this time, you must know that someone is going to be unlucky."

Lu Ming turned and said seriously: "Calm down and think carefully, Big A really needs 6,000, 10,000, 30,000 points. The key is not the economic aspect, but the maturity of the market environment. I believe in the future. It is not a dream that the Shanghai Stock Exchange can reach 6,000, 10,000 or 30,000 points. This is not a question of impossibility, but a matter of time. Because our market will eventually mature, and now we are in the process of building a foundation. "

"At that time, most of the listed companies will begin to turn to the direction of value, and garbage companies will become penny stocks that no one cares about. After entering the mature stage, the index will naturally have a long-term bullish foundation like the US stock market. As for the moment, it must be Think and make strategies according to the current dimension, and if you talk about it, you will either not open, and if you open, you will eat for three years, and you have to run quickly after eating.”

Tiansheng Capital took 750 billion from the big A set when it first opened. Now it has a cash flow of trillions and is waiting to buy the bottom. It has not opened for more than half a year. The bond market is just a transition and is not within the scope of calculation.

However, Tiansheng Capital still has 60% of its medium positions in the stock market, because there are 150 core assets in the market that can be used for long-term value investment, but there are also many speculations. The difference is the difference between value and speculation. It's just a matter of the proportion of time, but as long as there is value, it will take time to iron it out in the future.

On the other hand, the scale of Tiansheng Capital is getting bigger and bigger, and it cannot enter and exit.

With a scale of several trillions in and out, A-shares will definitely not be able to bear such a toss, which means that once Tiansheng Capital enters the market in a big way, A-shares must be out of the bull market; conversely, once Tiansheng Capital leaves the market, The whole market will be bearish.

There is no doubt about this. The amount of funds in the trillions is not a joke. Lu Ming knows that the big A will continue to dive in the second half of the year, but he can only sing a lot in public, or he will keep his mouth shut and not jump out in public. Noisy, because his influence is too great now.

At the same time, this will mean that Tiansheng Capital will become the existence of the big A base ballast stone in the future in the years to come, which also requires Lu Ming to assume the responsibility of maintaining the market, which has transcended his identity as a participant.

If the first brother is still like the way he played when he first entered the market in 2014, is there still a big A? no more!

If there is no big A, can there be a brother? One brother is definitely gone!

Lu Ming looked at the time, two hours had passed, "Okay, I'll talk about this today."

At this moment, a young man with glasses in the meeting suddenly said quickly: "Boss, can you finally talk about what you said before, why you said that Wall Street hedge funds are all bulls? How to understand this sentence? Words? Can you expand a little bit?"

Lu Ming was about to close the work laptop he brought when he heard this and stopped.

"Okay, that's a good question, let's expand it."

Lu Ming pressed a few times on the computer, "This problem is actually nothing to start with. It's very simple. The risk that Wall Street investors need to guard against is basically a valuation deviation problem or a liquidity shock problem. Magnesium Country The correction in the securities market is more due to two variables, one is a valuation bubble, and the other is that the debt problem is implicated in the liquidity contraction of the entire financial system.”

"Then you will understand, there are just two typical cases. The adjustment of magnesium stocks in 2008 has nothing to do with the valuation. This is a liquidity risk. Pushing forward to the Internet bubble in the millennium, this is a valuation. A value bubble, that's all."

Lu Ming once again brought up a picture to help deconstruct the problem, but he did not use the Dow Jones Index of Magnesium, but Tiansheng Holdings, which is currently the largest in market value. He was talking about the problem of the US stock market, but Lu Ming I hope to use the US stock market as an introduction to extend to let everyone think about the A-share market.

After all, for Tiansheng Capital, the top priority in the future is the big A market.

Everyone turned their attention to the projection screen in the conference room. It was the K-line chart of Tiansheng Capital since its backdoor listing. Lu Ming said, "Look, the time period has lengthened, from the backdoor listing in April 2016 to the present in 2018. In the first quarter of 2018, Tiansheng Holdings' market situation tells you that any time node during this period is a buy point. I also believe that the high point of 36825 that is now out in another year will be recovered and reach a new high. The current history The highs will also be buying points going forward.”

Lu Ming saw that the stock price was still at 33,500, and he clicked on the post-restoration right, and the historical high figure of Tiansheng Holdings immediately became the post-restoration price of 36,825 yuan.

It has to be said that the return on investment of Tiansheng Holdings is quite amazing. It is unmatched among the blue chips or white horse stocks of the big A. It has only been a little more than two years since the backdoor listing, but it has already gone out. The cumulative increase of +1127.5% (after the resumption of rights), the return on investment has exceeded 10 times in just over two years, and the target of the super-large blue-chip stock is out of a super market that is more bullish than growth stocks.

At the same time, Lu Ming stared at his company's chart and said: "...so it's too simple to say, 80% of the time in the long cycle is low volatility, you can see the volatility in front of Tiansheng Holdings , along the **** channel steadily upward trend, only a small part of the time is high volatility, the two main rising wave surges are caused by special circumstances, after digested, it will follow the **** trend channel as before. Volatility is rising steadily.”

Lu Ming was methodical and said eloquently: "Since I know the basic framework of the market, why do I have to work hard to invest? Life is beautiful, but there are many things to do. I will pay some management fees for this kind of investment, and you can do it. , passive investment, I don’t need to research, select targets, throw money to GP to trade, I will give you management fees as an LP and then lie down and win.”

"Investors like Magnesium know that in the current market environment of the U.S. stock market, most people create wealth through growth and increments on the average slope, so I still study wool? I will help you defend directly, such as three or five years. I don’t necessarily say that I should redeem my funds from your asset management institution at this time, and there is no need for the periodic risks generated after the low volatility in the future.”

"You should invest the money as yours. I won't ask you to redeem the funds, because I know that your medium- and long-term investment rate of return is probably not less than how much. You only need to iron out my risks in the process, you may have to pay attention to all aspects, and I only pay attention to one point, which is a short signal, which is to pay more attention to risks rather than returns.”

"But it doesn't mean that I didn't realize the big bull market. It doesn't matter. In the big bull market, you GP, you go to vote for your target. What I want to do is to hedge against the risks that you may not be able to avoid. It can be seen that those of Magnesium In essence, short-selling institutions are full of long blood. Paying attention to short-selling signals is to know that the value investment part cannot avoid this part of the risk. If he wants to avoid the risks here, this behavior looks like a short-selling to outsiders, but in fact it is Under the skin of the bears are the bulls.”

The young man who asked the question before suddenly suddenly realized and nodded again and again: "It turns out that it is based on this logic, I understand!"

In fact, Lu Ming is also going in this direction now. After cultivating these young people, he will launch them to be responsible for long positions. It does not matter if the risks they generate during the period are withdrawn~www.novelmt.com~ The market is short. The signal Lu Ming will keep an eye on, so as to hedge against the risks that they cannot avoid.

Bring these young people out, then Lu Ming will take a step back and let these young people go further, and then get a vast sky.

In this way, Lu Ming himself is much more relaxed, and he can have more energy to do other things. Otherwise, as the development scale of Tiansheng Capital continues to expand, he will not be exhausted in the office in the future?

After answering the young employee's question, today's meeting ended. Lu Ming had just arrived at his president's office when Han Qiulin knocked on the door and came in.

"Chairman, the upper management has given the company a designated document, and it is designated for you." Han Qiulin said and handed over an unopened document.

Lu Ming suddenly regained his spirits and said with a smile, "It seems that the top is still attaching great importance to the report, which has been directly assigned to the document, and the speed is extremely fast."

Immediately, she took the document from Han Qiulin's hand, unpacked it, and took out the documents inside for a list.

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