Chapter 300 (1/2)
A large part of the hedge fund sector, which has been booming rapidly in the past year, is following suit. Cersei capital continues to be bullish on the Japanese stock market. Once it is confirmed that Simon westero has left early and everyone has followed suit, the result will definitely be disastrous.
After a brief shock, James Robinson gradually calmed down.
In the conference room, someone also found a very important question in Noah Scott's Narration: ”Noah, what's the matter with cersei capital sub funds 1 to 5 now?”
Hearing this, Noah Scott's smile flashed through his mouth and then turned to bitterness, saying, ”this is the key I haven't been able to figure out before, until the article in the daily news.”
Nelson Scott said, ”here's westero, here's the stock market?”
”That's right,” said Noah skoor, ”when vestero comes, so does the stock market crash.” everyone probably has to admit that that guy does have this kind of influence. It's no accident that westero spent a week in New York in early October. Similarly, for the Japanese stock market, westero is also a disaster star. He went to Melbourne, and the Japanese stock market almost collapsed. So, who do you think most wants westero to leave, and who has enough strength to take over westero's No. 1 to No. 5 sub funds in silence? ”
”The Japanese government!”
Noah Scott put down his pen, sat back at the conference table and said, ”yes, the Japanese government. Now it is basically certain that what we have followed up in recent months is not the Westeros at all, but the Japanese government. ”
There was a brief silence in the conference room.
A moment later, some people said: ”although, the Japanese stock market is still rising, isn't it?”
We all took a look at the man.
The Japanese stock market continued to rise for more than three months after westrow left the market, because most people have been misled by cersei capital to continue to be long. If the news gets out now, it's not impossible for the Japanese stock market to crash directly next week.
James Robinson took a few sips from his water glass and finally said again, ”Noah, how long will it take us to completely withdraw from the Japanese market?”
”If you want to stay out of the spotlight for at least two weeks,” Noah Scott pondered
”Cersei capital is still ahead,” warns Nelson Scott
”That's what worries me most,” Noah Scott said, looking at his father. ”I can see this problem, and other people will probably react to it gradually. Even, some people may react earlier than us and have already left
”No matter who else,” James Robinson said, calming down completely, ”Noah, tell me about your plan.”
Noah Scott said: ”last Friday, the Rijin 225 index was fixed at 39367. The news of westero's early departure may have been revealed, and the Bank of Japan plans to raise interest rates for the second time next month. So, in any case, 40000 will be a turning point for the Japanese stock market. Conservative strategy, we use the next two weeks to completely withdraw their own funds, pocket for security. Be more aggressive. It's very risky to close long positions and establish short positions at the same time. However, at present, the Japanese market is still dominated by long positions. It's easy for us to establish a large number of short positions. Once the index turns, it's not so easy for us to be short on one side and then try to establish a short position. ”
”Turn around,” James Robinson said without hesitation, and then added with a sharp look in his eyes, ”and then find a chance to spread the news that westero has left.”
……
Simon is not aware of Noah Scott's discussion. However, after the outbreak of the ”mini crash”, the exposure of cersei capital's No. 6-10 sub fund's short selling in North America is something Simon and Janet intend to do.
Neither Simon nor the Japanese government will take the initiative to disclose the details of the transaction in early July.
However, there is no airtight wall in the world. If so many people are trapped too miserably, Simon will be in bad luck in the future. Now, some powerful capital forces with keen sense of smell find out the truth and withdraw ahead of time. Even if the news is leaked in the future, the rest of the weak and unresponsive little fish and shrimps can only admit their bad luck.
After all, as an offshore private hedge fund, cersei capital has no obligation to disclose the inside story of its operation, and there are no irregularities in its dealings with the Japanese.
No one can blame me for the mistake and the loss.
Simon stayed in San Francisco for two days over the weekend to discuss a donation with Stanford University.