Hello Maurice, once again. <<25%>> My intention is to play QCOM like a yoyo, going up, going down, selling puts and calls, buying them back, and then once again, unless doubling up for twice more, along side my NEM position and IMPUY stand, eventually owning all three free of charge.
The central bankers are grinding the currencies against each other, devaluing each in turn, and yet again;
The central bankers are yoyo-ing the equities between euphoric joy and despairing gloom;
The sheople are alternating between the fear of missing trains and the terror of coming crashes; and
So I asked of no one in particular, 'what is the obvious trade, the natural exchange, the apparent play, and the lonely path forward?'
I figured I heard the answer, 'take a position in some asset of seemingly huge apparent individual risks, play them against each other as the crowds zigged and zagged".
I noticed that my stock holdings of resources and China are more or less balanced by equal weight of physical/paper gold, which in turn are accompanied by various currencies and back-stopped by real estate.
I am holding some technology plays, such as Amgen, and yes, here is the name again, Lumacom, and I added to my Qcom, as it can benefit from (a) current China development, (b) eventual world recovery, (c) in the mean nasty time Greensputin equity value targeting, and (d) can be optioned during times of high volatility.
I am anything but dogmatic, and I do intend to own my Qcom free of charge, long before it is safe time for sheoples to LTBH, so that I can sell them my free shares in good time, just before ACFlyers demographic wall hits the train that left the station.
Specifically, I intend to sell my soon to be risk-less and eventually riskfree Qcoms to you.
I posted again and again and many more times, the market is just an arena and speculation is only a game.
Chugs, Jay |
