Reborn as a female internet celebrity in a county town

Chapter 404 Yan Li's Analysis Behind Every Event

Before we knew it, it was Saturday.

Around 6 a.m., Yan Li went to the company, signed some documents, and saw that Tianjin Global Selection Fund had risen by eight points and the new QDII fund had risen by five points. He was deeply moved.

Lin Lang has been gone for a week, but the things he arranged are still working.

Unbeknownst to many, the net asset value of Tianjin Global Selection has already reached 16. What was bought for 10,000 yuan has now become 160,000 yuan.

Tianjin Global Selection has only focused on three areas.

Go long on innovative drugs by simultaneously targeting both stock prices and options – a double-pronged approach.

Shorting Tesla mainly involves shorting options.

And go long on the euro.

Tianjin New QDII Fund only invests in the Euro.

For any other fund, such a portfolio would be incredibly aggressive, but when applied to Lin Lang, the Tianjin Global Selection portfolio, which is usually so aggressive, becomes considerably more conservative.

It's just net asset value growth, not conservative at all.

Fifteen trading days ago, the net asset value of Tianjin Global Selection was only 11; in these fifteen trading days, it has risen by 40%.
Although there were occasional pullbacks of five to ten points along the way, the overall returns were incredibly impressive.

Although the net asset value of the new QDII funds has soared due to the support of high leverage, Yan Li believes that Tianjin Global Selection Fund will not be much worse than the new QDII funds.

After all, the net asset value of the new QDII fund is only 7.8, which is still a long way from catching up with Tianjin Global Selection.

Because of the first-mover advantage, for the new QDII fund to catch up with Tianjin Global Selection, the new QDII fund would need to increase fourfold if Tianjin Global Selection doubled in value.

This gap is difficult to bridge, especially considering the constant fluctuations in the Euro, which sometimes drops by 20 or 30 points.

After signing the document, Yan Li left the company and headed towards the airport.

This time, she again traveled by chartered plane, and the direct flight takes more than four hours to arrive.

It's quite far away, and it's a bit cold over there.

The weather in Shanghai is gradually getting warmer, so she can only bring a set of clothes with her.

Of course, I also brought some for Lin Lang.

On the plane, she took out the data she had compiled over the past few days and started looking at it.

Behind every number lies an alternative understanding of the world.

The financial market itself is a manifestation of global development, and she could glean a lot from Lin Lang's actions.

For example, betting on new energy sources is already out in the open, so it's nothing special.

The real core lies in Lin Lang's control over time.

It's absurd that he could short Tesla, the absolute core of the new energy vehicle industry, while simultaneously buying into related domestic new energy vehicle supply chains.

What does this mean?
This demonstrates Lin Lang's incredibly precise control over details.

He knew that there wouldn't be any major positive developments for new energy vehicles so far, and the reason he chose to endure the pressure and forcefully acquire stocks in the domestic new energy industry chain was because he had high expectations for them.

Since the goal is high enough, it's necessary to acquire more chips, and at this point, choosing to bear the pressure is almost the best option.

In Yan Li's view, this height represents at least five times the space, otherwise Lin Lang wouldn't have done it this way.

Each piece of information behind these data is worth Yan Li's careful analysis. After analyzing it, he can roughly understand Lin Lang's prediction about the future development of the world.

And then there's gold.

Lin Lang's willingness to use leverage to buy large amounts of gold is also unreasonable.

Because the money used to buy gold needs to be paid interest to the bank, and after buying the gold, they also need to find a bank to help store it, and the annual storage fees are not small.

Based on 100 tons of gold, it would be worth approximately 30 billion yuan. This 30 billion yuan was almost entirely borrowed from banks, so interest had to be paid on it all.

The interest rate is approximately three percent.

The annual storage fee for gold worth 30 billion is approximately 1.5%, so the annual interest payment would be 4.5%.

Can gold prices rise that much in a year?
Even if prices rise, why not just place a spot contract? There's no need for physical delivery at all.

The daily trading volume of spot gold contracts in London is several hundred billion US dollars, enough to accommodate even the largest sums of money.

Therefore, Lin Lang's desire for physical goods was not for profit at all.

If he's bullish on gold, he can just open a spot contract. Even if there are fluctuations, he can use less leverage, and he'll still earn much more than with spot delivery.

Although spot delivery also involves leverage through banks, various fees can basically wipe out any gains of ten or twenty percent.

If you wipe out 10% of the growth every year, how can you make any money?
Even if the price of gold doubles in the future, this transaction will still not be worthwhile.

Unless one thing is certain: physical gold will be given a higher value.

It's not just about the price of gold, but also about a financial order.

There is only one possibility that can give gold this value.

That means there will be a problem with the US dollar.

Even if war breaks out, it will at most cause a short-term rise in gold prices. In Yan Li's view, it would be very difficult for the price to double.

The only thing that could make Lin Lang go to such lengths to bring the gold back, besides a problem with the US dollar, was something else she couldn't think of.

Although the US dollar has long been decoupled from gold, gold, as a special financial currency, possesses unique attributes at all times.

As long as the US dollar doesn't encounter problems, its special properties won't be activated unless there's an urgent need for them. Coupled with high storage costs and inconvenient trading, basically no one will want physical delivery.

Once that special property is activated, the world will sweep up gold, driving up its price. Gold's safe-haven properties can also become a company's financial moat.

Gold's safe-haven properties are at odds with the dollar's credit crisis. Once gold's safe-haven properties emerge, it means that a dollar credit crisis is bound to occur.

The main reason for the dollar's credit crisis is debt!
It's not easy for US debt to cause problems. First, they can keep raising the ceiling. Based on the current debt size and growth rate, even in ten or twenty years, it will be within a safe and controllable range.

The so-called safe and controllable means that this pie can continue indefinitely, and even if there are occasional minor accidents, they will not reach the point of affecting the credibility of the US dollar.

There is basically only one possibility for affecting the credibility of the US dollar.

Something happened that caused the dollar debt ceiling to be raised in a short period of time, and this frequency has been increasing.

Currently, US debt is increasing by about one trillion US dollars every year. Compared to a few years ago, this is indeed a significant increase, when it was only between six and eight hundred billion US dollars per year.

However, an increase of one or even two trillion dollars in debt each year does not actually have a significant impact on the US dollar.

Unless we add two trillion, three trillion, or even four trillion a year...

If the debt increases by two trillion dollars a year, it will bring a certain crisis of confidence to the dollar.

If three trillion dollars were added each year, this crisis of confidence would expand.

If the debt increases by four trillion dollars every year, this crisis of confidence will expand exponentially.

Yan Li reviewed the data she had compiled; there were specific records of the growth in the size of US debt over the past twenty years. Indeed, it had been growing by about 5% annually, and in the last two years, it had been growing by about 10% annually…

"Could it be that he deduced from this data that the scale of US debt will expand in the future?"

Yan Li could only think of this one possibility; she couldn't think of any other possibilities for the time being.

In any case, she believed that Lin Lang would not do anything meaningless; he must have his reasons.

And so far, almost all of his reasons, except for those that have not been verified, are valid.

Therefore, Yan Li needs to start making some arrangements regarding US Treasury bonds.

There are many reasons for the massive increase in US debt, but the absolute core reason is definitely fiscal stimulus.

Fiscal stimulus is only introduced when the economic situation is very bad or when a crisis has occurred.

A poor economy is easy to understand, but a crisis is a broader term. It could be an escalation of a trade war or some force majeure event; there is no fixed direction.

Before she knew it, several hours had passed. Yan Li hadn't even noticed anything wrong when she received a reminder from a flight attendant.

After landing, she immediately changed her clothes, had someone help her carry her luggage down, and got into the car arranged by the airport.

A dozen minutes later, she saw Lin Lang.

"Honey... are you all alone?"

“I didn’t let them come with us, because I wanted us to have some time alone together.”

Lin Lang reached out and took the suitcase from Yan Li's hand.

Then, Yan Li couldn't let Lin Lang's other hand be free, so she put her arm around his and walked with him.

She didn't take off her mask until she got on the bus, and asked, "Where are we going next?"

"You must not have slept well. Go get something to eat first, then rest for a while. I'll take some photos of you tomorrow."

"Great! I've heard the scenery here is absolutely stunning, but I've never been here before..."

"It's really good. The outdoor scenes we're going to shoot next will need this scenery as a backdrop to create the right feel."

Scenery can be divided into natural scenery and artificial scenery.

No matter how beautiful the artificial scenery is, you can still feel the pressure. The first thing you'll think about is how much it costs to go there.

Natural scenery, on the other hand, perfectly blends in the spirit of freedom.

Even if you're not a travel blogger, if you incorporate a sense of freedom into your videos, they can be very appealing.

Otherwise, so many people online wouldn't be shouting: "Give me freedom!"

This is a feeling that is difficult to measure; it seems within reach, yet it is unattainable for most people.

After Yan Li got on the bus, she didn't keep looking ahead; her attention was mostly on Lin Lang.

Seeing Lin Lang's profile, she felt a sense of security.

Her emotions went through many changes this week.

From the panic after learning about Shen An'an's incident to the confusion that she couldn't ignore no matter how she tried to adjust.

Even now, she feels that her feelings for Lin Lang haven't changed, which makes her feel much more at ease.

"Honey, I went to the hospital to ask the doctor, and he said Yang Xi's mother is recovering very well, and her condition is getting better and better..."

"Once she recovers, I can confidently and boldly make money off Yang Xi."

"make money?"

"Yes, Yang Xi is the mainstay of one of my companies. Her fans have extremely strong spending power, and they can recharge my account with hundreds of thousands or even millions of yuan every day."

That's not a small amount of money; it's legitimate business revenue.

For a large company like Tianjin Capital, an increase of 1 billion or 800 million in revenue doesn't really make a difference.

But for some small companies, increasing revenue by a few million or tens of millions a year is a big deal.

Not to mention that Yang Xi brings in more than just a few million or tens of millions; he can generate about 200 million in revenue every year, and the net profit of this revenue is also very high.

"What do you do?"

Yan Li never doubted Lin Lang's money-making methods, but daily recharges of hundreds of thousands or even millions of yuan should not be a small project, yet she had never heard of it.

"New media novels are mainly published on various public accounts. This is a sizable industry, with an overall scale of around 20 billion yuan. However... I'm not doing this just to make that money; there's something else involved."

"Is it the ad push notifications on major browsers?"

Yan Li had seen it.

"Well, while others get traffic through various browsers or even information feed ads on WeChat Moments, I'm different. I mainly get traffic by associating with internet celebrities, which saves me money and the conversion rate is quite good."

Yan Li: "..."

Lin Lang is a guy who can connect all industries and maximize profits.

For example, his participation in the private placement of shares in Sokon Group was an attempt to personally drive the new energy sector.

He may not know anything about car manufacturing, but he does know marketing.

He can combine marketing with car manufacturing...

Another example is the current trend of new media novels, which acquire traffic not through traditional channels, but through self-media channels.

In addition, every step he took in the initial planning was related to self-media traffic.

Those guys who encounter the traffic that Lin Lang has his eye on are really unlucky; they never know when Lin Lang will trick them out of a sum of money.

Lin Lang's use of social media is the most advanced she has ever seen.

Social media itself also leverages human nature, understanding what people need.

Ultimately, it seems they all ended up in the same place?

From self-media to finance, and even in all aspects of life, the core concepts seem to be quite similar.

Normal people simply wouldn't think of connecting those things together, nor would they know when or where it would be appropriate to put them.

This is how Lin Lang's methods are shown to be so clever.

No wonder he values ​​Big Fish Media so much. Once Big Fish Media controls hundreds of millions or even billions of traffic, with Lin Lang's methods, how much money he can monetize it is probably unknown to anyone.

Yan Li suddenly realized that if Lin Lang wanted to get his hands on Shen An'an, it wouldn't be that difficult. If he were willing to take the initiative and use any means or tricks, Shen An'an might already be pregnant.

……

(End of this chapter)