Rebirth: The Financial Giant

The time comes to Monday, April 6th. Today's A-share market will not open because it is a legal holiday during the Qingming Festival. The market will not open until tomorrow Tuesday.

However, the FTSE A50 futures index, the three major North American stock index futures, the Hang Seng Index, Japan, crude oil and other markets are all open normally. Judging from today's global market performance, the situation is very good.

The A50 index rose violently by +2.30%, and the futures of the three major North American stock indexes rose by more than +4%, while the Hang Seng Index also rose by +2.50%, and the Nikkei index also rose by +4.17%.

Then the European stock market opened, the German DAX index rose by more than 5%, the British FTSE 100 index rose by nearly 3%, and the French CAC40 rose by +4.48%. The three fools in Europe also took off.

The performance of major capital markets around the world has risen sharply.

For Big A, it is no surprise that there will be a big gap tomorrow, and there will be good news of RRR cuts on the weekend.

The global capital market has stepped out of a strong counterattack today, or it is because of the driving force of the news.

There were two major positive news over the weekend. One was the impact of the increased probability of signing a new round of crude oil production reduction agreements, and the other, most important, was the significant decline in the number of new global Y-influencers, and finally there was an inflection point signal. At least from the data point of view, it has reached an inflection point.

Johns Hopkins University released the latest statistics on the global Y situation. Yesterday, the number of newly diagnosed cases worldwide was 74,700 throughout the day on April 5, the first drop in a week.

Among them, the two most serious countries in Europe, Italy and Xibanya, have shown a trend of decline in new data. Among them, there were 4,316 cases in Italy yesterday, which was the third consecutive day of decline. Compared with the highest peak data, It has been reduced by more than 30%.

An important judgment of global investors is that the top of Y sentiment should be the bottom of the stock market.

Moreover, the global market has already been suppressed and crazy. As soon as the latest Y sentiment data came out, investors in major markets began to have a bottom-hunting mood, which is why they skyrocketed.

However, under the background of the sharp counter-offensive of the stock market, today's international crude oil market opened sharply lower. Brent crude oil opened lower by more than -6%. Although it began to rebound all the way up after opening lower, it was still unexpected.

Speaking of which, the crude oil futures market has recently recorded its biggest weekly gain in nearly a year. To a large extent, the meeting of the Organization of the Petroleum Exporting Countries, OPEC and Russia to discuss crude oil production cuts has been postponed to April 9, so there are still a few more. Days can continue to hype expectations.

At present, the three parties of Laomei, Russia and Sart are arguing over the oil price issue, and they have to fight each other.

But this seems to be an unsolvable problem for the old United States, because the old United States hopes that Russia and Sate will reduce production to ensure the stability of oil prices.

As for the demands of Sate and Oros, they also hope that Lao Mei will reduce production together. At the same time, Sate also asks to return the frozen money as soon as possible, otherwise everyone will finish the game together.

But the old beauty said foolishly that whether or not Magnolia should cut oil production is up to the market to decide.

As for repaying the money, it is also a prevarication. It is clear that he does not want to repay the money, but it is not easy to say too much. After all, he is begging others.

In fact, Lao Mei is very clear that once she cuts production, the shale oil and gas in North America will still be a dead word.

A group of chicken thieves in the capital market can see clearly that on Friday, although oil prices continued to soar, the stock prices of large energy giants such as Occidental Petroleum, Exxon Mobil and Chevron were all falling. Yes, the reason is due to the pressure from Sate and Oros to reduce production.

Only when oil prices rise and North American domestic oil companies do not cut production themselves can those energy companies in North America survive.

But the problem is that Saat and Oros are not fools.

It can be seen that this problem is not as easy to solve as it seems on the surface. The best proof is that the stock prices of those energy companies have not moved or are even swooping.

…

In the afternoon, Lu Ming paid attention to another news, that is, Warren Buffett sold Delta Air Lines.

This matter is currently being analyzed and interpreted by various investors at home and abroad. According to Reuters reports, Berkshire Hathaway sold 13 million shares at a price of $22.96 to $26.04 this week, or about $314 million. of Delta Air Lines.

The stock **** bought the company's stock as early as February 27 at a price of $45.48 to $47.14 in U.S. stocks.

In addition, the stock **** also sold the shares of North American Southwest Airlines a few days ago, and Berkshire Hathaway is the four major airlines in North America, namely Delta Air Lines, Southwest Airlines, Magnesia Airlines Group and United Airlines One of the largest shareholders of the holding company.

Going back more than a month, when the market began to panic and fell on February 27, Berkshire Hathaway once again bought Delta Air Lines. If this investment is calculated at an average selling price of around $24, the stock **** Lose 50%, cut in half.

This wave of stock gods is a cut in half to sell airline stocks, and it also makes many investors worry that panic selling will be triggered next. After all, even such long-term value investors are not optimistic about airline stocks, and the panic caused may be a chain effect. of.

What I have to say is that because of the panic of Y love, the aviation industry has been pushed into the biggest crisis in history. The stock gods began to buy aviation stocks in the third quarter of 2016. At that time, the average share price of Delta Air Lines was around 38 US dollars. Then it went all the way higher, during which Berkshire continued to increase its holdings.

And now, the company's stock price has fallen to the level around May 2013, and this wave of stock gods is a blood loss.

At this moment, when Lu Ming saw the news, after thinking about it, he immediately decided to sing the opposite of the stock gods. Tiansheng Capital has developed at the height of today, and it needs capital from all over the world to interpret a signal, that is, Tiansheng Capital has always been able to maintain the right Accurate market judgment, UU reading www.uukanshu. If com can continue to win, it needs to plant such an ideological stamp on the outside world.

With such an opportunity, Lu Ming would definitely not let it go. He had to spend a lot of money. Although the old man was old, who gave him the opportunity? He couldn't blame the young man for not talking about martial arts, so he logged in immediately. A social media account that hasn't been online for a while.

Then I attached the news report of the stock **** cutting meat aviation stock, and edited a paragraph of text to update it together:

[Berkshire sold Delta Air Lines stock at $22 in just one month. Mr. Buffett once said: "When the market falls, you can easily get better. Things are sold at a discount, but once the market goes up, it’s harder and harder to buy them back.” What kind of market expectations did he see that led the old man to make such a decision?

Is the big bear market coming?

No, the big bear market came as early as a month ago, and it has been bearish for a month. If you still think that the big bear market is coming, then you really don’t know the bear in the bear market.

It’s hard to say in the long run, but in the short term, Delta Air Lines is expected to return to a price above $50 in the next year. It’s a bit sloppy for the old man to cut meat at $22. 】

…