Chapter 235 (1/2)
New York.
At 4 p.m., another day of trading in the North American stock market ended on time, the last trading day of the week.
When Wall Street elites are thinking about how to spend the next weekend, a sudden announcement from westero company suddenly broke everyone's just relaxed mood.
Westero's announcement is not long, to the effect that for the needs of enterprise development, the company will reduce its holdings of six technology companies, including apple, in the near future.
After clearing Motorola's shares at the beginning of last year, westero has not made any big public moves this year. What's more, the total value of the six stocks that westero will reduce this time is not too big. According to the stock price before today's closing, even if all the positions are cleared, the cash out scale is only about $500 million, of which only Apple's shares account for more than half.
However, no one will forget the investment craze in technology stocks triggered by the ”westero portfolio” at the beginning, and the young man behind the westero company who created a series of wealth miracles in just two years.
Does a one-time reduction of six technology stocks mean that Simon westero is not optimistic about technology stocks? Or are there some unknown changes within these six companies? Or is Simon westero raising money for something else?
With a series of questions, many investment banks and securities companies have held temporary emergency meetings to discuss the possible impact of westero's announcement on the stock market next week. The telephone of James Leibold's office, President of westero company, is also in ”be careful, westrow will make a big move! 》
”at this year's joking Golden Globe Award, a series of excellent films produced by danelis entertainment last year won only two awards: the best director of death Poetry Society and the best supporting actress of steel Magnolia.”
”I have no intention of discussing” finally, let's wait and see. ”
The most direct consequence of the front page article published in the Wall Street Journal is that it successfully diverts most people's attention from the reduction of westero's technology shares. At the beginning of the day, the North American stock market technology stock plate did not appear a lot of investors worried about the sharp decline.
Supported by the excellent results released on Saturday, Apple's share price rose 1.7% instead of falling in the trading day on Monday.
On the other hand, the view expressed in the article of the Wall Street Journal is obviously that Simon westero is shorting the Japanese stock market, and most people obviously also hold this view. Simon, however, is actually long.
Because of the time difference, when the article was published, it was already Monday night in Tokyo time, so it temporarily escaped a disaster.
However, if this view is allowed to spread, it is not hard to imagine that Simon's long position in Nikkei 225 index futures will usher in a huge loss tomorrow.
Simon even thinks that this article is likely to be driven by some hedge funds that are short of the Japanese stock market. After a brief decline in
1987, it continued to boom for more than a year, and the bubble in the Japanese stock market was far ahead of North America.
Although he doesn't like Japan in his heart, Simon can't be the straw to crush the camel out of his own interests.
Bears make money and don't share it with themselves.
Therefore, after discussing with James Leibold on the phone, several North American mainstream evening newspapers released some insider information in the afternoon: Simon westrow has indeed entered the Japanese stock market, but not short, but long.
To Simon's surprise, in addition to his arrangement with Leibold, a well-known analyst of Lehman Brothers also said in an interview on CNN's financial interview program that afternoon that according to reliable sources, westrow was really long.
It is obvious that the news of Simon's previous entry has been leaked.
Before that, everyone just followed Simon into the village quietly, and even took the initiative to limit the spread of news. Without the surprise article in the Wall Street Journal, some people would just follow Simon to make a fortune.
However, plans will never keep up with changes.
At this critical moment, those who have also made heavy bets on bulls may be worried that Simon's reaction is too slow and can only take the initiative to help him ”clarify.”.
Lehman.
Simon could only smile bitterly when he heard the news.
After the initial events, Simon had no contact with Lehman Brothers. However, he witnessed Simon's miraculous operation of stock index futures in 1987. It is obvious that Lehman Brothers has never given up its efforts to get some more opportunities from him.