02/02/2021
從GameStop說起
散戶在美國GameStop(GME.US)股票上夾死大戶,對小股民來說是敵愾同仇,拍掌叫好。但,可有想過,這些美國散戶,其實是在幫一些大鱷,去食另些大鱷?看看中國歷史。
秦末,有陳勝、吳廣和劉邦,他們都是為抗秦暴而起義,這跟GameStop散戶去抗大鱷淡友,性質相若。
陳勝、吳廣揭竿起義,是因為他們因天雨而遲了去報到做徭役,罪可問斬,他們是真的為抗暴而起義。
劉邦聚眾起義,情況相若,但劉邦斬白蛇,以示舉事是正義的,一如今時呼籲散戶購買GameStop是正義的。
兩者分別在甚麼?都是被強秦所壓,都是的的確確的苦主,分別只係劉邦是野心家。
近些天來,新聞報道都將買入GameStop股的散戶,譽為與華爾街大鱷對抗,是貧富之爭,是新世代與舊世代之爭,果如是?
路透社報道,其中一個號召散戶去對抗淡友大鱷的人,是位34歲的註冊財務顧問(這個身份就是華爾街establishment)叫Keith Patrick Gill,他有個網上平台叫Roaring Kitty。Gill於去年7月起,已鼓吹買入GameStop,他亦有持貨,他在GameStop投資5.3萬美元,今已變成值4800萬。數月便富,還再說是貧富之爭,華爾街外與華爾街內之爭?
Gill在去年7月買股,今富。聽他之笛的股友,今時才買股,會貧定富?走著瞧。
是否凡淡友大鱷在沽空的,散戶都會對著幹?對沖基金也大手沽空比特幣,但Patrick Gill敢號召散戶又去撥「淡」反「揸」嗎?相信Gill不會,因為買比特幣犯本。散戶不夠錢去殺淡鱷,分分鐘Gill會變成唐吉柯德,打場不可勝之仗。
夾淡鱷不光是散戶之「義」舉,也可以是好友大鱷齒噬淡友大鱷之戰。
70年代,有美國富豪亨特兄弟(Hunt Brother),他們看準芝加哥期貨交易所的白銀庫存不足,便大舉買入白銀期貨合約,希望到交收之時,堅求交實貨而不是以錢來完成交收。這樣就可以把實貨白銀逼上天價,從而谷高了下個月的白銀期貨價。亨特兄弟此舉,是可以將芝加哥的期貨市場搞黃(因為白銀合約未能交收就是交易所有問題,沽出白銀合約的人有問題)。結果?
芝加哥期貨交易所改孖展按金碼,亨特兄弟要補交大量按金,而銀行界又聯手不借錢予亨特兄弟,他們只好拋售白銀合約,去補孖展,白銀合約價大瀉,亨特兄弟終破產並坐牢。教訓?
華爾街秩序 不可被動搖
凡是想動搖華爾街秩序的,都會被政府、華爾街、美國金融界齊齊捏死。
華爾街有不少對沖基金,是靠沽空來賺快錢,因為股市是跌速快過升速。而積極沽空的對沖基金一般都是大戶,他們出沽空報告,是典型的打開口牌,淡鱷話要沽,散戶就不敢買,結果是沽空大鱷,對沖基金,常賺錢。
今次沽空GameStop的一隻對沖基金Melvin Capital,其老細Plotkin,在GameStop被買爆,Melvin Capital資產價跌五成時,是正在邁亞密擴建其4400萬的灘頭別墅,是不是很諷刺?Plotkin鱷死?Gill鱷生?
美國國會今時謂要調查GameStop股價波動事件,這是既得利益者的鱷鱷相衛行動。
索羅斯等鱷在1996至1998年期間,沽空泰股泰銖、沽空印尼股、印尼盾等東南亞國家貨幣,把他們人民和政府數十年來累積了的財富,一夜捲走,美國政府可要調查下?
到索羅斯與逾270隻鱷於1998年來衝擊港股匯,但慘輸而還,因為港府與阿爺聯手打鱷,即是夾淡倉,美國政府立時謂港府做法是有違自由市場運作。自由?你索羅斯有自由去沽,港府無自由去買?
美國這種霸不講理,今日在美國本土出現了,散戶加小鱷打大鱷會帶來甚麼後果?
九成是美國政府當局和交易所及華爾街的既定利益者,會加入新規條去容許大鱷可沽空,小鱷和散戶不可夾淡倉,何故有此估?
大鱷錢多,他一下子可拿幾個億來造空某股,這可以是一個人、一家機構的行動,只有內部會議,不會有外間串連。但小鱷和散戶要與大鱷抗,不能不透過社交平台好串連行動,這個一串連,就可以構成散播、煽動「虛假」消息,可被美國政府視為國內恐怖分子,拉得。
1月29日,美國證監已發了聲明,言詞中指夾淡倉是操控市場行為,下為其聲明全文,大家看好了。
Statement of Acting Chair Lee and Commissioners Peirce, Roisman, and Crenshaw Regarding Recent Market Volatility
Acting Chair Allison Herren Lee
Commissioner Hester M. Peirce
Commissioner Elad L. Roisman
Commissioner Caroline A. Crenshaw
Jan. 29, 2021
The Commission is closely monitoring and evaluating the extreme price volatility of certain stocks' trading prices over the past several days. Our core market infrastructure has proven resilient under the weight of this week's extraordinary trading volumes. Nevertheless, extreme stock price volatility has the potential to expose investors to rapid and severe losses and undermine market confidence.
As always, the Commission will work to protect investors, to maintain fair, orderly, and efficient markets, and to facilitate capital formation. The Commission is working closely with our regulatory partners, both across the government and at FINRA and other self-regulatory organizations, including the stock exchanges, to ensure that regulated entities uphold their obligations to protect investors and to identify and pursue potential wrongdoing. The Commission will closely review actions taken by regulated entities that may disadvantage investors or otherwise unduly inhibit their ability to trade certain securities.
In addition, we will act to protect retail investors when the facts demonstrate abusive or manipulative trading activity that is prohibited by the federal securities laws. Market participants should be careful to avoid such activity. Likewise, issuers must ensure compliance with the federal securities laws for any contemplated offers or sales of their own securities.
The Commission will continue our work on behalf of investors and the markets. In this regard, we hope to facilitate a robust public dialogue among market participants and investors on the structure and operation of our securities markets. Members of the public can submit tips or complaints through the Commission's website using this online form. Members of the public with questions should contact the Commission's Office of Investor Education and Advocacy at 1-800-732-0330, ask a question using this online form, or email us at Help@SEC.gov.
買入GameStop或其他有被夾淡倉的散戶,或買入白銀股的散戶,如你的交易是在美國市場做,可以賺了也有手尾,看美證監查得有幾深了。
(投資涉風險,每投資者承受風險程度不一,務必要獨立思考。筆者會因應市況而買賣。)
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