"With one building built every three days, China has demonstrated its terrifying infrastructure capabilities."
“555 Fulton may be reborn, and its ability to seize the lower-end market cannot be underestimated!”
"Significant reduction in the construction cost of residential buildings? It may have a huge impact on the real estate market."
As news reports emerged one after another, the evaluation of this action, which was originally regarded as a "farce" and "show", suddenly reversed.
Everyone never expected that the 10 days they mentioned was actually a conservative estimate.
The real situation is that even if work starts on the 21st, the workers on the construction site can still make it in time for Thanksgiving!
Such terrifying speed and terrifying ability make people wonder:
Why is our company so slow?
Does it really take that much time, or do they deliberately lengthen the time and deliberately create the illusion of "high cost"?
Under such expectations, the stocks of many real estate-related companies fluctuated violently on the U.S. stock market, including the largest Holden Company.
In the headquarters office, Holden looked at the latest stock price forecast report with a gloomy expression. He held his coffee cup tightly in his hand, and his muscles were so tight that he almost trembled when he lifted the cup.
Just in the past hour, Holden's stock price fell a full 3%.
This caused his net worth to plummet by nearly 10 billion US dollars in an instant.
Although we know that this is only a temporary fluctuation, even throughout the entire history of Holden, this situation is extremely rare.
He couldn't help but feel anxious, but he didn't have any means to deal with it.
The secretary sitting opposite him carefully observed his expression, and then said:
"This fluctuation can be seen as a concentrated release of market sentiment. Although the amplitude is large on the surface, the timeliness is very short."
"It will only take a few days at most for the impact of this incident to be digested."
"At that time, our stock price will return to a normal range and our other plans can continue to be executed."
"Coupled with the trading in the second-hand housing market, we predict that in the next month, the stock price of the entire real estate sector will increase by about 5%, and our company."
"That's not what I care about!"
Holden interrupted the secretary sternly, and then continued:
"The problem now is that they have really leveraged our market!"
"Whether this is a show or a long-term strategy for their booking, the result is that, just like in other fields, they have challenged ours with their cheap, shoddy, but efficient and scary products. authority!"
"Yes, even now, the people and the market have not fully accepted what they call 'houses', but what about in the future?"
“What would happen if they built not one house, but dozens or hundreds?”
"Bad money drives out good money, and sooner or later they will take away our cake - no, it's not just that simple."
"They are forcing us to become like them. What they challenge is the entire market price system!"
"I just said things are not that simple. They just want to bring down the price of the entire market. This is very dangerous!"
After hearing his words, the secretary sighed helplessly.
Then, he opened his mouth and said:
"At least now we know their intentions."
"Next, as long as we respond according to the plan, we can maintain price stability."
"In the second-hand housing market, we have begun to take action. Currently, we control most of the housing supply in Texas and have some pricing power."
"At the same time, other companies are also following suit, and the transmission effect is expected to occur within two weeks."
"By then, we will also see an obvious upward trend in the new housing market."
"be quick!"
Holden interrupted again.
"We have no time to hesitate. This is like two strong men facing each other in a tug-of-war. If we are still in the testing phase and the other party uses all his strength, then we are likely to be knocked down in an instant."
"They cannot be given any chance to speculate."
"Now, it is no longer enough to focus on the second-hand housing sector. We must also start from the financial direction."
"Let's find ways to continue to fuel the popularity of subprime mortgage CDS. It is strongly tied to the real estate market. As long as it heats up, our market will continue to heat up."
"I understand, I'll do it right away."
After that, the secretary got up and left Holden's office.
After he left, instructions from this small office began to be quickly transmitted to every corner of the American continent.
The first thing to start was the operation in the second-hand housing market.
Many residents who planned to purchase second-hand houses because the prices of new houses were too high suddenly discovered that second-hand house prices rose far faster than they expected. In some cities, prices even inverted!
Experts immediately interpreted this situation. They said that this means that there is still room for housing prices to continue to rise. The reason for being inverted is simply because real estate developers are less sensitive and have no time to adjust their pricing.
As a result, with the help of these experts, the rush to buy second-hand houses began to rise.
Those speculators who had been gearing up for a long time finally waited for a new opportunity and pounced on it like a pack of wolves seeing their prey.
Under the secret joint control of several major real estate companies, the price of second-hand houses increased astonishingly. In just two weeks, the highest increase in one city actually reached 10%!
The entire society is advocating that real estate is the best financial management tool and the easiest way for ordinary people to get rich.
The market was on fire and everyone was going crazy.
Along with the booming real estate market, there is also a booming financial transaction market.
The number of CDS holdings has been rising, and the scale has expanded by 5% compared with a month ago.
At the same time, the average trading price and turnover rate of CDS are also rising, and its discussion in major media has even exceeded that of traditional stocks.
Moreover, after years of development, CDS is no longer the superior financial product that only institutions can participate in.
MBS packaged from CDS is packaged into a new generation of financial products, open to all bank customers.
In an environment where housing prices have soared, MBS's annualized income has reached an astonishing 40%.
What is this concept?
Even Warren Buffett, the stock god, has an annualized rate of return of only about 30%.
As long as you buy MBS, you have surpassed Buffett.
Under such temptation, the entire market began to show an extremely abnormal prosperity.
The Federation obviously noticed this anomaly, but the officials, who had been kidnapped by capital, were unable to take any restrictive actions.
Because they know that the entire market now is just a pot of hot oil.
If you pour cold water into it rashly, there will only be one consequence.
explode.
However, they did not dare to add water to the oil pan, but on the other side, someone was already preparing ice cubes.
In Chen Guo's office, Chen Nian looked at the latest report and asked curiously:
"So was this originally your plan, or was it a spontaneous reaction from the U.S. market?"
Chen Feiyun, who was sitting aside, smiled and replied:
"It should be said that this is within our plan."
"However, the other party's reaction was much more violent than we expected."
"In other words, your judgment is correct."
"The significant financial losses in the early stage have indeed intensified the volatility of their financial markets, and there are many more endogenous instability factors than under normal development."
"Based on reasonable speculation, we believe that their financial building is on the verge of collapse."
"Any time there's more disruption, it can destabilize their entire economy without us even having to take away their foundations."
Hearing Chen Feiyun's words, Chen Nian nodded slightly.
Chen Feiyun is worthy of being the leading "financial warfare" expert in China. His judgment is basically consistent with the actual situation of the previous financial crisis.
Back then, the subprime mortgage crisis only started with small-scale defaults and the bankruptcy of small banks.
At that time, everyone thought it was just a normal market fluctuation. No one could have imagined that this storm would eventually sweep across the world and plunge the entire world into an abyss.
"So what are you going to do next?"
he continued to ask.
"There are several directions."
After thinking for a moment, Chen Feiyun stood up and began to sort out the economic plan in the form of a tree diagram on the whiteboard beside him.
"The first thing that is certain is that we must continue to deepen the impact of 555 Fulton."
"Our infrastructure capabilities have impressed the other party, but we still only have a set of demonstration buildings."
"In the later stages, we will continue to expand the scale of the project and use the same technique to clear away ordinary people's perceptions again and again."
"Of course, there may be some troubles in the process. The federation has already reacted. They will definitely restrict our actions through media, policies, etc., but it doesn't matter. We just need to be prepared in advance."
"Also, and most importantly, we need to continue to undermine the other party's policy foundation."
"In fact, we all know that the rise in housing prices in the United States is based on expectations for the U.S. economy."
"We intend to release some negative signals, such as selling U.S. Treasury bonds, selling core stocks, etc., to further lower the expectations of the entire financial market."
"The third point, and the most critical point, is that we plan to put an ice cube into their boiling oil pan."
"Ice cubes? How to do it?"
Chen Nian asked curiously.
"The market is integrated, and when one aspect takes a big hit, the entire market will fluctuate as a result."
"We know that among the major pillar industries in the United States, the military industry accounts for a huge proportion."
"Then, if we can give them a major negative expectation in this industry, we are sure to cool down the crazy burning momentum of the entire U.S. economy."
“And the first one to bear the brunt is real estate.”
"Therefore, our military product exports will be further accelerated."
"Military exports?"
Chen Nian repeated it subconsciously, with a somewhat surprised tone.
"Can this still be relevant?"
"certainly."
Chen Feiyun nodded matter-of-factly, and then explained.
"According to our report, the total arms exports of the United States in 2005 will reach more than 15 billion US dollars, 70% of which will flow into Asia."
"This is not just a simple economic and foreign exchange gain for them, but in fact, it is more like a proof of national strength."
"In the eyes of many people, the arms trade is actually the main way for the United States to export its influence abroad for a long time to come."
"As long as it exists and continues to expand, the influence of the United States will also continue to expand."
"If we can intercept them in this market, think about it, how will things change?"
Chen Nian frowned and thought for a moment, then replied:
"The arms vassalization plan they are using will fail completely."
"Arms vassal! This word is so accurate!"
Chen Feiyun looked at Chen Nian in surprise and said:
"If you are not a technical person, I really want to drag you into my own group. Yes, it is an arms vassal."
"In fact, the United States' Asia-Pacific strategy has developed a clear trend in recent years. They want to control the entire Pan-Pacific region under their control by relying on expanded arms trade and military cooperation."
"Among them, Japan, South Korea, India, Thailand, Vietnam, Malay, and Singapore should be their main targets."
"Of course now Vietnam has been taken out of the equation."
"So, as long as we deal with a few other countries, we can basically break their arms vassalage plan - at least, to a certain extent."
"Got it, this is your ice cube."
Chen Nian said thoughtfully.
"You are actually thinking in the opposite direction. By suppressing the other party's arms trade, you are creating an illusion that the other party's influence is declining - maybe it is not an illusion, but let's not discuss this first."
"In short, financial markets are sensitive, and the slightest disturbance will cause them to overreact."
"The setback in the arms trade may be just a small ice cube in the hot oil pot of the U.S. economic market, but as long as it is thrown into the pot, it can trigger a huge chain reaction."
"Because the preparations for real estate have already heated up the fire."
"That's it."
Chen Feiyun nodded solemnly.
"So where do you plan to start? At present, the most exported weapons by the United States in the Asia-Pacific region are Patriot, F-15, F-16, and Aegis. There seems to be nothing else, right?"
"In these aspects, our competitiveness is not superior."
"This needs to be discussed and decided by Poly and Beijing Engineering. I can only provide directional suggestions."
Hearing Chen Feiyun's words, Chen Nian frowned.
No way.
Now, although several new domestic equipment are very competitive and powerful, none of them can be exported to grab the market.
Do you sell DF-17 to Thailand and Malaysia?
Did you sell the J-22 to an island country?
What a joke.
But if you sell inferior products, people will really look down on them.
After all, East Asian monster houses are different from those in the Middle East. They have really seen good things.
If we want to break the arms vassalage strategy, we must come up with a piece of equipment that is far ahead but does not pose a threat to ourselves.
It must be defensive equipment, but its effect must be "killer" level.
Whether it is Patriot or Aegis, they actually meet this characteristic.
So what do we have?
In other words, where can I start?
——
etc.
Chen Nian suddenly had an idea flash in his mind.
In fact, the core of the arms vassal plan is not Patriot or Aegis, but the THAAD system.
Since you will deploy THAAD in Japan and South Korea sooner or later.
So I sold it in advance, what can you do to me?
A smile appeared on Chen Nian's lips.
He realized that this idea of solving the problem might be the best idea.
The concept of Sade coming out of someone else’s hands is different from that of Sade coming out of one’s own hands.
However, before selling this "strongest shield in history", you must first come up with a "spear that can definitely break the shield".
After all, our goal is to break the United States' arms vassalage plan, not to break our nuclear deterrent and kill ourselves.
(End of chapter)
