Abatshalizimali emhlabeni jikelele bayaqhubeka nokuxoxa ngomlando ngeGamestop: Abathengisi abazimele bahlangene nabadlali ukuze banciphise imali yothango baze bawashaye.
Kungenzeka yini kanjena eRussia? Ukuphendula lo mbuzo, kuyadingeka ukuqonda okwenzeka eMelika nokuthi sinezimo ezidingekayo kithi.
Umdlali wokuqala uzophekaI-GameStop iyinethiwekhi yezitolo zegeyimu ezingama-5,500 zamavidiyo namadivayisi wazo (abalawuli, ama-headphone, amadivayisi angokoqobo, amakhadi wememori, njll.) E-USA, eYurophu nakwamanye amazwe. Ukuthengisa kwakha ama- $ 5.2 billion, kepha ukuwa, ukulahleka ngonyaka owedlule - $ 270 million.
Le nkampani yasungulwa ngesikhathi se- "DotMms" Boom, amasheya athengiswa ngo-2002, khona-ke abiza u- $ 10. Intengo ye-PIC - cishe ama- $ 60 - itholwe ngo-2007, ukuwa kokugcina kubuyele ku- $ 10. Futhi ekuvaleni kokugcina, umkhankaso ubiza u- $ 90.
Kepha isilinganiso se-Oscillations ngonyaka owedlule - kusuka ku- $ 2.5 kuya ku- $ 483 - kubukeka kungajwayelekile kakhulu. Incazelo lapha yile: Abathengisi baye babona ukuthi amasheya angaphezu kwezigidi ezingama-60 athengiswa kubalulekile. Eminyakeni emihlanu eyedlule, intengo yamasheya yehle, futhi imali yethango isebenze lo mkhuba: bathengise ukukhushulwa okwenziwe ngabathengi, bese bencipha emakethe futhi babuyela kubathengi.
Abathengisi abazimele banqume ukuthi ibhizinisi elibikezelayo futhi elinenzuzo liyaphikisana nomgomo wemakethe esebenza kahle - akunakwenzeka ukuqiniseka ukuthi abaningi baziwa kahle. Bahlelwe ngeRedDit futhi baqala ukuthenga amasheya, baphakamise izifundo zabo. Abadlali baphelezelwa ukuponca iphepha babuyela emuva futhi balahlekelwe cishe ngama- $ 20 billion. Lokhu kunciphiswa kathathu imali ye-gamestop uqobo ($ 6 billion).
Obani AbanganeKuyacaca ukuthi inhloso yabathengisi akuyona ukukhuthaza ukuphathwa kwe-gamestop komsebenzi wobuqhawe. Leli cala alincishiselwe ukuthuka ekungeneni ezimisweni zemakethe esebenza kahle - kunalokho, "amafishi" anciphisa amanani entengo yenkampani esebenza engxenyeni ephansi yomsebenzi. Isizathu silele ngokusobala kokunye.
Ngempela, ngolunye usuku i-athikili ngoGamestop yabhala ngisho nenzalamizi yemakethe yesitoko uLeon Coopeoperman. Usebenze iminyaka engama-20 eGolden Sachs, wakhonza ngaphambi komlingani, futhi manje ungumnikazi we-Omega Advisers Foundation, ophethe imali yayo engu-3 billion.
ICooperman ibhala ngenkinga yokuvuselela inzondo kwabacebile, esifinyelele eziphindiselwe ezihlanganayo ezingenhla kwemali ngosizo lwezinkundla zokuxhumana nabantu. Uhlambalaza osopolitiki abaphezulu abavela eBernie Sanders, u-Elizabeth Warren kanye no-Alexandria Odeau Cortes, abacabanga ngomona ngengcebo nempumelelo. Ugqugquzelwe ngabadlali bawo be-Propaklanda, ukuxhumanisa izinto ngeRedDit, hlela "i-Arab Spring" ecebile hhayi ukuze basuse futhi bahlukanise, kodwa ukuze bashintshe ukuphumelela kwebhizinisi.
I-Melvin Capital Hedge Founday yalimala iningi labo kulo lonke umlando we-gamestop, okuyi-2014 yasungulwa uGabriel Plotkin. Ngaphansi kokulawulwa kwalesi sikhwama kunama- $ 8 billion. Lonke i-Plotkin eneminyaka engama-20 ubudala yaqhubeka kwi-Hedge Funds - Okokuqala eCitadel ($ 35 billion ngaphansi kokulawulwa), bese kuthi inhlokodolobha ye-SAC ($ 16 billion). Usebenze ngempumelelo emakethe iminyaka eminingi, ngokubanzi, ngokwemithetho futhi wadonsela ukunaka amasheya we-gamestop, okwakuthathwa njengokukhungatheka.
Ukucwengwa okubalulekile. Lokho bekungukucatshangwa kwami kokuqala: IPlotkin ingukuhlaziywa kwezinyosi osebenza kanzima, ukuthi yimiphi imibiko yezinsuku nobusuku izinkampani. Kepha mhlawumbe konke akunjalo nakanjani. UPlotkin wasungula inhloko-dolobha yakhe yeMelvin, eshiya i-sac, abashushisi abasolwa ngokuhweba kwangaphakathi. Umphathi wephothifoliyo uMichael Steinberg, umngani kanye nomngane womsunguli we-sac Stephen Cohen, waboshwa. Isikhwama kwakudingeka sikhokhe kahle u- $ 1.8 billion. Abashushisi baveze ukuthi i-potkin yavela phakathi kwabamukeli bokuzibulala.
Ngakho-ke emva kwakho konke, i-rederman hhayi kudala, ngonyaka ka-2016, osolwa ngokuhweba kwangaphakathi. Ukutshalwa kwezinzalamizi akuzange kuqaphele icala, kepha kwaholela inhlawulo engu- $ 4,9 million. Kunezibonelo eziningi ezinjalo. Ekupheleni konyaka owedlule, sec yaziswa ukuthi ukukhokha ama- $ 100 million ku-Informant, owazise inkohliso enkulu. Yini inhlawulo nge-premium enjalo ?! ICooperan ngama-nods ayize emasangweni nasenkingeni. Ulaka lokuhweba kwezenhlalo lwanaso nosizo lwalutho bonke abacebile.
Abahwebi, bahlelwe ngeRedDit, abaholwa yi-DREVY kusho ukuthi bacebe hhayi kuphela ukuba bomele inzuzo, kodwa futhi futhi nomuzwa wobulungiswa, odinga ukunciphisa izilwane eziningi ezihlanganyelwe futhi ezicebile, naphezu kwazo zonke izinhlawulo. Phambilini, ukungathandi kwakopishwa futhi kwakopishwa, futhi manje amathuluzi avele - amanethiwekhi omphakathi asivumela ukuthi sihlangane futhi sikwazi ukukhombisa oshaka abangama-prehistoric abakhulu. Abadlali abasha abanemibono engafakwanga mayelana nemakethe yokulingana emakethe evele izigidi. Imakethe yemvelo yemvelo, vele, ayisebenzi, bandisa izindleko zabathengi, okudingeka bandise izinqolobane. Akukho okumangazayo ukuthi ubugebengu bunokuhweba okulinganiselwe emaphepheni afanayo. Ngokuqondene neqiniso lokuthi osopolitiki okukhulunywe ngeCooperan bafuna inkululeko yesenzo yokubuyisa isidlali esikhulu.
Akekho umuntu okufanele alweNgabe lesi simo singaphindwa eRussia? Kungani kungenjalo, uma kunezakhi ezidingekayo. Amanethiwekhi omphakathi kukhona izinkinga lapha. Okulandelayo - udinga i-analogue ye-gamestop. Le ndima ifanele izinkampani ezibonakala zivuselelwa kakhulu futhi zingakhokhi izabelo. Kufanele futhi kwaziwe ukuthi abadlali abakhulu babopha amasheya akhe ngenani elikhulu kakhulu.
Kepha lokhu akwanele. Emlandweni nokwabelana ngama-gamestop, inkampani uqobo idlala indima encane. Noma ngabe i-gamestop yakhe ivela emakethe yaseRussia, kusenesizathu sokuthi izinkulungwane zabadlali zigxile kukho. Akudingekile nje kudingekile ngale njongo, kodwa, okokuqala, ukufeza kanye, okwesibili, ukufeza kuphela ndawonye.
Cohen, Cooperan kanye nawo wonke umphakathi wejubane lokugcina, abaqhakazile, ababusi abasezingeni eliphansi, bayaziwa ukuthi bavame ukukhokha inhlawulo yezigidigidi ngomsebenzi ngaphandle kwamagilavu amhlophe. Okusalokhu kusikhalaza ukuthi okudumile (okuthandwa kakhulu!) Abasopolitiki abanjengosopolitiki abanjengo-Sterers basusa inzondo kubo.
Abezombusazwe abadumile bayadingeka. Ngokuvamile, imakethe idinga ukuthi iVaska, elalela futhi idle, yize yonke i-Rhetoric elwa nenkohliso ekhelini layo. Umsebenzi wokujezisa i-vaska kufanele uthwebule inqwaba. Futhi noma ngabe ufunda i-vaska enkulu, akunakwenzeka, ungaqala ngamaphaphu amancane.
Okwamanje, abaphathi bethu abamangali kubo bonke amehlo abo nengcebo yabo futhi bangafundisi wonke umuntu ukuthi aphile, izinkanuko eziqinile azivuthi. Akunakwenzeka ukuthi abadlali abajwayelekile baphazamiseka ekuhwebeni okujwayelekile ukuze bajezise igundane elithule elithola imininingwane yesiteshi esiyimfihlo mayelana noMkhisi. Abadlali bayakwethemba isijeziso segundane elinjalo kulabo abazoyibamba iholo, ngemisebenzi esemthethweni. Abadlali be-sorgate for self yonke ngaphezulu kokudlula okuncane akunakwenzeka.
Ngabe "i-physics" yethu izokwazi ukukhulisa i-gamestop yaseRussia ihlanganyela amahlandla ayi-100? Benza ama-40% wokuthola imali enawo amasheya eMoscow Stock Exchange, kepha ingxenye yayo enkulu iwela kumarobhothi. Akunakwenzeka ukuthi abatshalizimali abazimele manje bakwazi lokho.
Kulokhu udinga izimfanelo ezimbili. Okokuqala, ukuze bathonye isifundo ngaphezu kwabatshalizimali bakwamanye amazwe. Isibonelo, uma bezothenga amasheya e-Bigteha (kufaka phakathi okufuywayo), khona-ke abatshalizimali baseMelika bayomane bathengise la masheya. Kuyiqiniso, ngokwesisekelo, abatshalizimali bethu bangase bacele ukukhululeka kwangaphandle noma, kunalokho (okubonakala sengathi kungenzeka kakhulu), ukujoyina amazinga abo. Okwesibili, kungcono ukuthi amasheya azophansi, ukuze angaphansi kwawo. Kepha ke amathuba okuthi angafutwa, ngaphansi kakhulu.
Ngabe sikhula siye kwingcebo enjalo lapho abathengisi abasebasha behlelwa ngoTiktok futhi baphule abanye "i-plotkin" efuywayo ukuze bafundise ama-cohen, futhi mhlawumbe "ne-cooperman" uqobo - amabhiliyazi acwebezelayo afundiswa izimfanelo ezizungezile futhi anxusa ukuthi angagijimeli isikebhe? Manje ekukhipheni kwengcindezi, umphakathi wethu unezinto ezilula futhi ezibonakele kunezimali zethanga.
Izilaleli azikabi yinqwaba yokuzungeza nokuchoboza ndawonye umdlali othile ongalungile. Ngesikhathi sikhula ngokwanele, ubuchwepheshe bungakushintsha kakhulu. Esikhathini esizayo esiseduze, mhlawumbe sizolalela ngokwengeziwe abasizi ngokusekelwe kubuhlakani bokufakelwa. Futhi bayokwenza ngendlela. Uma kuvela ukuthi kuyazuzisa ukuthenga ama-gamestop abelana ngokunenzuzo, bona, angahamba, kepha kungenzeka kuphela kuze kube uhlelo lokulawulwa kwengozi luvumela. Azikho imizwa.
Umbono womlobi kungenzeka angahambisani nesikhundla se-vetimes Edition.