MOTGAR :: Volume #8

#779: CFA conference


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Next morning, Jason drives to deliver Anya to go to school, Han Xuan stands in the entrance with the car(riage) girl farewell. 第二天一早,杰森开车送安雅去上学,韩宣站在门口跟车里的女孩告别。 When eight o'clock times, some people arrive at the Upper West Side villa one after another, the appearance seems like from a mold carves. 等到八点钟时候,陆陆续续有人来到上西区的别墅,打扮像是从一个模子里刻出来的。 Different except for the color of tie, other are the black leather shoes, the black suit and white shirt, in the hand take the briefcase, very lordly...... 除了领带的颜色不同,其余都是黑皮鞋、黑西装、白衬衫,手里拿着公文包,很气派...... Han Xuan sits in old gentleman's study room, waited for the little while. 韩宣坐在老爷子的书房里,等待了会儿。 The desk to delivering in person the arc is placing more than ten chairs, Dawson Station in him behind. 书桌对面呈弧形摆放着十多张椅子,道森站在他身后。 When the chair is all filled, he asked: „Were person in attendance?” 当椅子全都坐满,他问道:“人都到齐了吧?” Is boss, subsidiary company all CFA that has contacted the metal class stock( financial analyst) in this.” “是的老板,分公司所有接触过金属类期货的CFA(金融分析师)都在这。” The snowy mountain investment company Wall Street Branch manager, the age approximately replied in 42 and three -year-old Keynes, he was British people, the face is thin, the eye socket got sucked, looked very capable. 雪山投资公司华尔街分部主管,年纪约在四十二、三岁的凯恩斯回答道,他是英国人,面庞消瘦,眼眶深陷,看上去很干练。 Han Xuan holds appreciatively the hand Caran D'Ache's limited edition fountain pen, this value 160,000 US dollars fountain pen, has the platinum plating 18 K gold/metal pen tip, besets with by 1230 bright diamonds, the pen body and pen cap manufactures with the 18 K gold/metal. 韩宣把玩手里凯兰帝的限量版钢笔,这只价值十六万美元的钢笔,有着镀白金18K金笔尖,镶有1230颗明亮的钻石,笔身和笔帽用18K金制作。 The value is as good as Ferrari to surpass runs, under the sunlight illumination, sends out colored bright in broken bits. 价值不亚于一辆法拉利超跑,在阳光照射下,发出细碎的彩色亮光。 Observes the situation front these gold/metal to get the class, Han Xuan saying: 环视面前这些金领阶层,韩宣说道: Good, meets now. “那好吧,现在开会。 The acquired material I looked last night, about that plan, what you have to suggest? 收集到的资料我昨晚看了,关于那项计划,你们有什么建议? Listens clearly, what I want is the suggestion, rather than opinion. 听清楚,我要的是建议,而不是意见。 No matter how you think, this plan I must certainly implement, therefore does not need to waste the saliva to persuade me. ” 不管你们怎么想,这次的计划我肯定要实行,所以不用浪费口水劝说我。” CFA that many preparations open the mouth, closes the mouth immediately, the words speaks in this, annoys the boss is not feeling well in vain, person who does not have the brain matter that can do. 很多位准备开口的CFA,顿时闭上嘴巴,话都说到这份上,白白惹老板不爽,可不是有脑子的人会做的事。 Yesterday the closing copper number of London Metal Exchange was 2798.67 US dollars, compared fell 1.3 the day before yesterday, one week fell 4.34, in the past three months the total decline range 9.08, will it is expected that also fall again.” “昨天伦敦金属交易所的收盘铜价为2798.67美元,较前天下跌了1.3,一周下跌4.34,近三个月内总跌幅9.08,预计还将再次下跌。” And a financial analyst just said, another continues saying: 其中一位金融分析师刚说完,另外一位继续说道: BHP Billiton with Lito, Vale and other companies, announced that increases this year the copper mine yield, the increase about 5, the world with the copper quantity, increased 3.3 in the first quarter compared with the same period last year. “必和必拓跟力拓、淡水河谷等公司,都宣布增加今年铜矿开采量,增幅在五左右,第一季度世界用铜量,比去年同期增加了3.3。 If as expected, the raw material slightly will be surplus, in addition the short-term investor looks at the fading copper number, should also further fall to about 2750 US dollars one ton low position. 如果不出意外,原料会略微过剩,再加上近期投资者看衰铜价,应该还会进一步下跌至2750美元左右一吨的低位。 This is the data that the Bloomberg chief financial analyst gives, my study on the model building result is lower than him, only has 2710 US dollars. ” 这是彭博社首席金融分析师给出的数据,我的建模研究结果比他更低,只有2710美元。” Currently has the world including Chile, Philippines and other country numerous copper mine and global 500 enterprises's 22 nd of refinery a portion or all of stock, Japan Sumitomo, is trying to raise the copper number. “目前拥有全球包括智利、菲律宾等国众多铜矿山和冶炼厂部分或全部股份的世界500强企业第二十二位,日本住友公司,正试图抬高铜价。 In their dealer Yasuo Hamanaka hand, at present approximately over 2.1 million tons copper class stocks, are controlling the London Metal Exchange approximately 6.1 business volume and have not levelled the contract. 他们的交易员滨中泰男手中,目前约有超过210万吨的铜类期货,控制着伦敦金属交易所约6.1的交易量和未平仓合约。 But I do not favor Sumitomo, the copper number is too high does not tally lacks Britain, France and Germany copper mine, our United States and other country of the interests, it is fighting with several countries. 但我不看好住友公司,铜价过高不符合缺少铜矿的英国、法国、德国,还有我们美国等国家的利益,它是在跟好几个国家斗。 One group venture capital of government shadow, have total amount over 4 billion US dollars funds, attempts to push down the copper number, therefore I also think that will meet the copper number to further fall...... ” 一帮有政府影子的风投家们,带着总数额超四十亿美元的资金,企图拉低铜价,因此我也认为会铜价会进一步下跌……” Opposite of Han Xuan these people, expressed oneself opinion. 韩宣对面的这些人,纷纷表达自己的意见。 A total of 14 people, only then two thought that the copper number can rise, another 12 financial analysts think that will fall. 总共十四个人,只有两位觉得铜价会涨,另外十二位金融分析师都认为会跌。 Dawson makes the conference to record in side, young boss who occasionally has a look at a face ponder appearance, he somewhat worried that this huge gambling plans whether to succeed. 道森在旁边做会议记录,偶尔看看一脸沉思模样的小老板,他有些担心这次巨大的赌博计划能否成功。 However before compared favorably with the textbook case twice the venture capital, achieves the huge harvest, making him to Han Xuan confident, completes own lawful occasion , to continue the abstract conference key content. 不过之前两次媲美教科书案例的风投,取得巨大收获,让他对韩宣有信心,做好自己的本分工作,继续摘要会议重点内容。 „ Do you think? “你认为呢? Mr. Keynes. ” 凯恩斯先生。” Han Xuan sits on the chair, the finger places the chest front alternately. 韩宣坐在椅子上,手指交叉放在胸前。 This Keynes's background may be big, his grandfather named John- Maynard Keynes, is one of the modern economics most influential economists, had been World Bank's first president. 这位凯恩斯的来头可不小,他祖父名叫约翰-梅纳德-凯恩斯,是现代经济学最有影响的经济学家之一,曾经担任过世界银行第一任行长。 The psychoanalysis law that the macroeconomics and Floyd who he establishes create, the theory of relativity same place of Einstein discovery, and was called three big revolutions of the 20 th century human intellectual circle, obviously position aloof. 他创立的宏观经济学与弗洛伊德所创的精神分析法,还有爱因斯坦发现的相对论一起,并称为二十世纪人类知识界的三大革命,可见地位有多超然。 The grandson of Keynes, Matthew Keynes and his grandfather are the same, graduate from University of Cambridge, in successfully earned the PhD in economics degree at age 34. 老凯恩斯的孙子,马修-凯恩斯和他祖父一样,毕业于英国剑桥大学,在34岁那年成功取得经济学博士学位。 Like his aristocratic family family background, and follows Nobel Prize in Economics winner Frank Modigliani to study after a period of time person, has very bright opinion to the economy, the mentality clear viewpoint is distinct. 像他这种世家出身,并且跟随诺贝尔经济学奖得主弗兰科-莫迪利安尼学习过一段时间的人,对经济有着十分鲜明的主见,思路清晰观点分明。 Can achieve the achievement in macroeconomics, coping with the actual issue is handy, therefore Han Xuan does not hesitate to pay 3.5 million US dollars one year of pay, digs him from Morgan Stanley, inviting him to be the manager in subsidiary company. 能在宏观经济学方面取得成就,对付起具体事项更是得心应手,所以韩宣才不惜付出三百五十万美元一年的薪酬,从摩根士丹利挖他,聘请他来当自己分公司的主管。 Mr. Keynes is curling upwards one leg on the other, places on the leg to open the folder, said: „ In the near future the joint venture capital organization momentum headed by Soros is fierce, in their hands has not levelled about renting, enough supports again for the one and half months. 小凯恩斯先生翘着二郎腿,将文件夹放在腿上翻开,说道:“近期以索罗斯为首的联合风投组织势头凶猛,他们手里的未平仓合租,足够再支撑一个半月。 Japan Sumitomo falls the influence because of these months of copper numbers, loses to exceed 800 million US dollars, the situation compels it to continue to fight. 日本住友公司因这几个月铜价下跌影响,损失超过八亿美元,情况逼着它不得不继续斗下去。 According to the clue that I collect understood, Sumitomo gave Yasuo Hamanaka 2 billion US dollars fund, eats up futures contract that Soros they undersell. 据我搜集的线索了解,住友给了滨中泰男二十亿美元的资金,吃下索罗斯他们抛售的期货合同。 Do not look that Soros depresses many copper number, but Sumitomo will definitely catch up again, once because the copper number rises, Sumitomo will not only not lose money, but can also gain one greatly. 别看索罗斯将铜价打压下去许多,但住友公司肯定会再次发力,因为一旦铜价升上去,住友不仅不会亏本,还能从中大赚一笔。 That Japanese Financial group, affects world copper number many years, is impossible easily to admit defeat. 那个日本财团,影响世界铜价很多年,绝不可能轻易认输。 Therefore I think that in the near future the copper number will also fall again, when as for falling, should in early May, in mid May, later the copper number be pulled again. 所以我认为近期铜价还会再跌,至于下跌到什么时候,应该在五月初、五月中旬,之后铜价再次被拉高。 Soros underestimated Sumitomo, underestimated the paranoia personality of Japanese, this time he will be defeated, but gains to a big pen sufficiently can with Sumitomo money that continues to contend with, about this copper number crisis, less than a side cannot support, was absolutely impossible to finish. 索罗斯小看了住友,也小看了日本人的偏执狂性格,这次他会失败,但足以赚到一大笔能和住友继续抗衡的钱,关于这场铜价危机,不到一方撑不住,绝对不可能结束。 I think that Soros's chance is quite big, they have the support in government, the politicians are not concerned about face, when Soros could not support, will help him absolutely. ” 我认为索罗斯的赢面比较大,他们有着政府方面的支持,政客都是不要脸的,等索罗斯撑不住了,绝对会帮他。” Keynes said these words calmly, even also thinks the later development trend, the fact showed that the previous generation indeed like he said that the United States Commodity Futures Trading Commission and London Exchange acted simultaneously. 凯恩斯平静说出这段话,甚至还想到了以后的发展趋势,事实证明,前世的确像他说的那样,美国商品期货交易委员会和伦敦交易所同时出手了。 This splendid opinion, making Han Xuan unable to bear want to applaud, said to Keynes with a smile: „ Gives you 3.5 million US dollars yearly salary, I am willing. 这番精彩的言论,让韩宣忍不住想鼓掌,笑着对小凯恩斯说道:“给你350万美元的年薪,我心甘情愿。 That buys the copper number to fall, time one month, you manage this time shorting, Mr. Keynes. ” 那就买铜价下跌,时间一个月,你来主持这次的做空吧,凯恩斯先生。” Keynes shakes the head, „ financial analyst cannot participate in the true transaction personally, that will affect our judgment, the person is the sentiment animal, don't you want to lose money? 凯恩斯摇摇头,“金融分析师不能亲自参与真正的交易,那会影响我们的判断力,人是种感情化动物,你也不想损失钱吧? Therefore I continue to do my analysis and research. 所以我还是继续做我的分析研究。 So long as the news can follow, did not say that can make you gain many, will not at least make you lose money. ” 只要消息跟得上,不说能让你赚多少,至少不会让你亏本。” This was enough, thank your help, I found others to be responsible for operating. “这就足够了,感谢你们的帮助,那我找其它人来负责操作。 3% rd, so long as makes money, regardless of gains many, I give you profit 3 rewards. ” 百分之三,只要赚钱,无论赚到多少,我给你们利润三的奖励。” Keynes corners of the mouth go up, then asked: How many do this time you plan to invest?” 凯恩斯嘴角上翘,接着问道:“这次你打算投入多少?” First takes 1 billion dollars initially, I must try the water of London Metal Exchange, actually some deep......”( to be continued.) Looks for the home station to search „” or the input website: “初步先拿十亿美金吧,我要试试伦敦金属交易所的水,究竟有多深……”(未完待续。)找本站请搜索“”或输入网址:
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