ps: The title will be changed to
"A baby for Christmas."
"Subprime mortgage bonds are the cornerstone of the American economy!" Lu Fei was sitting in the cabin, flipping through the latest newspapers. The New York Times and the Wall Street Journal were still advocating for real estate and the subprime mortgage market. Thriving, the most high-profile ones are Lehman and Bear Stearns.
"The abx index has risen another point." Xu Xin put down the satellite phone in her hand.
"Recently, many bulls have entered the market. Lehman and Merrill Lynch took the lead in increasing their positions, followed by a bunch of wolf pups who followed suit. The pressure on the short sellers was great."
"There's an unexpected surprise!" Lu Fei touched his chin,
"Did the insider leak some of our undefended position combinations to Merrill Lynch and others?"
"It's very possible."
"Then they were a big help."
"Don't take it lightly." Xu Xin frowned and said, "There is another hidden danger now. You have 220 million U.S. dollars in pledges from Penguin stocks. Be careful that they will take advantage of this and maliciously short-sell. Chinese concept stocks will be severely punished. The ground has been hit hard, and nine out of ten penguins are no exception."
"Is there a problem with Penguin's annual report?" Lu Fei said: "Total revenue and net profit increased by 36.4% and 47.7% year-on-year. When looking at the entire Internet stocks, the performance is also in the top five. Can we still find an attack point? "
"There is always a way to find a loophole." Xu Xin took a sip of coffee.
"As far as profitability is concerned, the game business accounts for the largest share now. If it is included in value-added services and calculated on a combined basis, nearly two-thirds of Penguin's revenue comes from the game business. This can be interpreted as a heavy reliance on a single business and a lack of new ones. Business growth points..." Lu Fei interrupted: "Wait a minute, wait a minute, we can write this in the report. In addition to search, payment, advertising, games, etc., haven't we also opened up new anti-virus software, cloud services, and online videos? , not to mention there are so many high-quality investments like Facebook and Line!”
"But I just insist on holding on to the game." Xu Xin said with a smile: "Penguin's current revenue accounts for half of the entire domestic market. Even if it eats up all the shares, it will only double the increase. At most, it can only give Penguin Providing 50% of the total market can be misinterpreted as 'limited room for growth', and the old games have weak stamina. The profits of "Miracle Mu", "Maplestory" and "Bubble Hall" have all declined, and Wall Street can also take advantage of it. Make a fuss about these two points."
"Isn't this a double standard?"
"What a coincidence, what the West is good at is 'double standards'. There is a saying on Wall Street, 'The stock market always tries every means to prove that most of them are fake.' Otherwise, how can that small group of people make money by relying on correct information?"
"Hua Teng and I have also thought about this. Why don't we launch new games while opening up overseas markets?" Lu Fei crossed his legs and said calmly: "League of Legends and Cross Fire are in closed beta. It will be online in the next year, and Penguin is trying to acquire Epic to obtain its Unreal Engine technology. After gaining enough experience from "Cross Fire", it will immediately establish a larger shooting sandbox game, temporarily named "Jedi" "Survival"..."
"It's better to be careful." Xu Xin reminded repeatedly. After all, once the stock price drops, the pledging financial institution may urge Mr. Lu to increase the number of pledged stocks or require guarantees in consideration of losses.
Even worse, they could simply go short to the end and let the pledged stocks approach the warning line, or hit the liquidation line, forcing redemption.
When the fight between long and short is at its most intense, it can be fatal.
"Sister Xin is right." Lu Fei pondered for a moment and decided to increase the cash safety line by 10% and act as the general reserve team for a large-scale battle.
The two discussed it until the plane landed, and then they attended an intimate cocktail party specially held for him by Buffett. All the families and institutions in the Jewish circle were present.
Chase Manhattan, Bank of New York... Lu Fei is not like the Christmas party where everyone is welcome. Only those with deep or shallow connections with Robert Rubin, Buffett, etc., such as Wells Fargo, are eligible to enter.
Another example is the Madoff Fund. That's right, it's the biggest Ponzi scheme in history.
"Madoff Fund", instead of being defrauded of a penny, Mr. Lu received a rare sum of money from Bernard Madoff.
Although, it is only the minimum threshold of US$30 million. But how can I put it, when Madoff Sr. left the hotel, his brain suddenly sobered up, and he couldn't help but feel confused and regretful.
Good guy! He originally wanted to be tricked into investing money in his own fund, but was deceived by Lu Fei. The topic suddenly came up with real estate, financial management concepts, and short selling of subprime mortgages. Then why did he agree to invest in a confused way?
Old Madoff fell into deep self-doubt. I thought I was already an invincible liar, but I didn't expect that he could liar even better than me. The Chinese are indeed scarier than the Jews!
At this time, the Madoff Fund scam has not yet been exposed and is still recognized throughout the United States.
"God Fund". even
The "God Fund" is optimistic about the Trisolaris Fund, and Gao Luo is also a son of God, so more and more investors and old money funds don't care whether the project is reliable or not. In short - take my money and shut up!
Lu Fei selected 10 more companies, and the average annual interest rate for two years was only 5%. He tearfully took advantage of 95% of the income. The total funds he gathered totaled 300 million U.S. dollars, part of which was continued to be injected into John Paulson's fund. , the other part is slowly building positions around Fannie Mae and Freddie Mac.
According to his memory and calculations, in June and July of that year, along with the final glory of subprime mortgages and real estate, Fannie and Freddie's stock prices reached their peak, and then fell off a cliff or even a dive.
A wave of quick money must be earned! I was busy before and after, until early January. On the last day to leave New York, Lu Fei and Xu Xin had dinner in the airport VIP room. In addition to the dinner plates, there were also documents at each other's table.
"Last August, ASML shipped an EUV lithography equipment called 'alphaeuv demonstration tool' to the Institute of Nanoscience and Engineering in the United States and imec in Belgium." Xu Xin wiped her mouth with a tissue.
"It would be great if I could get one." Lu Fei couldn't help but sigh.
"If you think too much, let's not talk about ASML's shares. The American consortium accounts for more than 50%. In terms of technology alone, 90% of the parts are imported, and I only control 10%. To put it harshly, ASML also It's just an assembly plant. The ability to have EUV depends entirely on the high-precision supply chain of the entire West." Xu Xin shrugged helplessly: "Even if you build one, it is almost impossible to rely on China's power as a country. It’s better to think about how to get the advanced fourth-generation DUV lithography machine.”
"Let's get in touch with imec first and see if we can have a small cooperation first?" Lu Fei rolled his eyes.
As Apple is about to launch its own smartphone, feature phone camps such as Nokia and Motorola will take action sooner or later. The logic of lphone's global sales exceeding 10 million is definitely the first target, and it will definitely be attacked by various patent lawsuits.
In any case, we must take advantage of the opportunity of subprime mortgages and seize the time to industrial layout. Communication patents like Nortel Networks must be available. Qimonda and even its parent company Infineon cannot provide complex cores. Contribute.
In terms of semiconductors, several companies in Japan and Germany with poor financial conditions have been targeted, and they are likely to fail in this financial crisis.
At that time, it’s time for Mr. Lu to take action!
"It's almost time. It's time for you to leave for San Francisco." Xu Xin put a pile of documents into her bag.
"The Apple conference is on the 9th, right?"
"That's right." Lu Fei put the Vitamin C effervescent tablets into the cup. Suddenly, bubbles appeared in the water.
"Stomach discomfort?" Xu Xin was surprised. Lu Fei nodded,
"Recently I've been staying up late and drinking, and my diet has been irregular. I either eat less or overeat. Haha, my iron-clad stomach can't hold it."
"I thought an iron man like you wouldn't get sick at all and wouldn't need to rest." Xu Xin breathed out,
"Find some time and go to the hospital to check. Don't be like Steve Jobs."
"I'll go take a look when I get back to China." Lu Fei raised his neck and drank the water in one gulp.
"Have a nice trip, take care of your health." Xu Xin watched him leave, then turned to look out the window at the dark night. It won't be long before he can return home with a full load.
…The next day, January 8th. A biting cold wind blows through San Francisco, and the warmth of the Gold Coast mansion is as warm as spring, with a fire burning in the fireplace in the living room.
Zeng Li reunited with her father in Los Angeles for a few days, and then moved back to their love nest. She received special English speaking training specially arranged by Ivanka in the morning, and wore yoga clothes in the evening to cultivate her body.
Mr. Lu loves peaches the most, so she naturally studies and practices hard. In order to stay in shape, I eat vegetarian food like in my previous life.
I have been looking forward to it for a long time and have been waiting for many days. Lu Fei did not disappoint Zeng Li. He had been talking on the phone all the time, but when he got home without notifying him in advance, he was suddenly attacked. She was so surprised that he was immediately filled with longing for him.
But obviously, Zeng Li misses her more
A little "deeper". Even though Mr. Lu insisted on maintaining a good physique, he could hardly withstand the results of Zeng Li's training over time. Sure enough, his Taoism was still too shallow and he needed her to continue to help him practice.
"Are you really not going back to celebrate the New Year this year?" On the bed in the bedroom, Zeng Li looked at the man pillowing her thighs and gently scratched his slightly damp hair.
"I can't go back. Senior sister, you know I invested a lot of money this time." Lu Fei said with a smile.
"About several hundred million dollars."
"So many?" Zeng Li opened her mouth in shock, stunned. Lu Fei deliberately said less.
"Ten", just because he was afraid of scaring her, he raised the corner of his mouth and said helplessly: "I can't help it, I have to keep a close eye, otherwise I will stay in the United States lazily."
"Well, how about I stay with you?" Zeng Li looked directly at him. Lu Fei and her eyes met,
"Senior, you don't have to..."
"No, it's just a coincidence." Zeng Li said with a faint smile on her face.
"CAA specially gave me an invitation letter to this year's Academy Awards ceremony. Ivanka also wanted me to go, saying it would give me a little more exposure and promote "Iron Man" in advance. I think it's okay. Yes, before, only Cheng Long, Li Lianjie, and Ziyi were qualified, and I..."
"Senior, you can't think like that." Lu Fei didn't care.
"If you, a young woman from China Entertainment University in Qingyi and the most beautiful young woman in domestic entertainment industry, would come, wouldn't it be an honor for the Oscars?" Zeng Li rolled her eyes.
"You, you, you said this to me again, wait, what did you just say about me?"
"China Entertainment Da Qingyi!"
"No, next one——"
"The most beautiful woman in domestic entertainment!" Lu Fei looked confident.
"Why do I hear you are a young woman?" Zeng Li smiled.
"Beauty! Of course she is a beauty!"
"Then what is Yuanyuan?"
"Yuanyuan, emm, she is the most beautiful girl!" Lu Fei was excited. In order to block her inquisition, he could only completely block her bottom with his roots. Thirty minutes later, the wind stopped and the rain stopped, leaving only Mianmian. Endless earthy love words.
"We haven't spoken so much in person for a long time." Zeng Li exhaled quietly. Lu Fei was startled, and then he gently stroked her smooth jade back, "I'm sorry, senior sister, I have too much to do, and I have too little time to really spend time with you." "
"Don't say such words that trick me into crying." The corners of Zeng Li's eyes were red, but she still nudged Lu Fei's forehead with her nose, and then whispered: "That's because you spend more time with me, or you spend more time with Yuanyuan." long?"
"!!!" Lu Fei was so frightened that a layer of dense sweat formed on his back. Isn’t it right? A Buddhist senior is no longer a Buddhist and wants to start a Shura field?
"Stay with her more when you have time. She is both a producer and a boss. The path she chose is harder than mine." Zeng Li poked his forehead gently.
ah? Lu Fei couldn't bear to think about it for a while. Although he had thought about sleeping together in a dream and actually came to a theater to sing an opera and sing a threesome, he still dared to think about it.
Why dig a hole for yourself? It’s not impossible. I don’t know how many forts are waiting! If you really want to play, there are plenty of actors in the opera house.
"Pfft, don't be stupid." Zeng Li stood up,
"I went to get you a Christmas gift, and after struggling for so long, I almost forgot to give it to you."
"Hiss~" Lu Fei took a breath.
"What's wrong?" Zeng Li nodded with confusion. Lu Fei touched his nose awkwardly, he was so busy that he forgot about it.
Zeng Li turned her back to him and said considerately: "If you forget it, just forget it. It's just a gift. If it doesn't work, I'll go shopping with you tomorrow. Whatever I pick, you will buy it for me instead." It's what I like and want the most." Seeing Zeng Li getting out of bed and leaving, Lu Fei pondered for a long time.
Suddenly he pressed her shoulders,
"Senior sister, is our dad alone in America?" Zeng Li nodded,
"Our dad? Well, what's wrong?"
"How can a person spend the Spring Festival alone? How about we invite him to our home to celebrate the New Year?" Lu Fei suddenly said,
"As for the name, just ask him to meet his prospective son-in-law and check it out." Zeng Li suddenly turned her head, her eyes were red and swollen, and she stared with tears streaming down her face.
"Really? Have you thought about it..."
"I never regret what I said to you." Lu Fei smiled sincerely.
"A Fei, I like this Christmas gift very much!" Zeng Li couldn't help but wipe the corners of her eyes with her hands. She was so moved that she didn't know what to say and threw herself into his arms.
To a certain extent, this means that the secret love between the two can finally see a little light in front of their parents. This is very important for Zeng Li, who is often urged to get married.
In comparison, it doesn't matter what the marriage certificate is. This kind of practical measure can make Zeng Li more relieved than a marriage certificate.
"What kind of Christmas gift is this?" Lu Fei wiped away the tears from her eyes.
"Senior sister, I will definitely find a way to make up for it. Just tell me what you want."
"Is anything okay?"
"As long as I can do it, I will do my best..."
"I want a child!" Thanks for sending you to the Antarctic to pick penguins for the big 500 starting coins.
