paid attention to your note, reflected, compared, contrasted, and believe generally deciphered as limited by text communication in snips as opposed to face to face dialogue over time
re <<Hoping to be bought out of QCOM by Broadcom but it's a work in progress>>
... 2016 / 2017 saw distributions from past wagers, be they in concrete hong kong or wilds of tasmania and queensland. Result be some re-up investment back into asia real estate (via fund), some retained shares as tail-risk / hope in the aussie gold projects, and some cash on the bench.
re <<That will make me nearly all US$ and NZ$ cash, with a couple of houses as material assets.>>
... am at
~22% cash yielding zip
~12% metals yielding nothing
~14% direct investment / private / public equity yielding between zip to nothing, except for a sliver that is HK Exchange (0388.hk) that pays out and is defensive.
~52% direct real estate yielding perhaps 2-2.5% on capital value (looks better yielding on cost)
re <<I have also committed to buying a Tonka Truckload of Tesla at some time in the future, by shorting a load of TSLA at $339.>>
... am not expert by any means in shorting stocks and so generally refrain from such.
have not done any public equity trades since 2012. did some round trips on paper metal trades that generated returns akin to yield.
due to bandwidth allocation had to play defensive, but am looking at the situation of japan and the japanification of global monetary arena, and taking temperature of speculative froth here there everywhere, am generally inclined to play defensive even as am thinking to re-engage w/ slaughter-arena option wagers ala cloud atm protocol.
re <<Having cash is a crime against humanity and should be a very temporary state while phase shifting to something useful, or at least defensive as the end of the world as we know it can happen at any time and probably will because it has always done so, and often at times when things seemed quite hunky dory. In fact hubris is a Greek curse that applies to golf, and nearly everything else in life.>>
... yeup, and a crime against humanity is also being committed against our cash.
end of the world generally happen at inconvenient times, ala anytime. But am deliberating on what constitutes 'defensive' in current global monetary-fiscal-econo-politico-socio unreal tournament last person standing deathmatch.
re <<I would like to invest in CDNA [tm] - Cyber DNA. Or my idea of how money should actually be done. Bitcoin is a Johny Come Lately that arrived complete with poor design that dooms it. >>
... between electric this and that, long or short, vs dna / cdna longs, am biased towards dna / cdna.
... on btc / crypto / blockchain, i was not paying attention, and the exchanges available in HK have been too if-ish.
am fairly certain that many shall perish so that a few may rise, but shall do so with my contribution;
albeit am watching the preparations for launch of a (allocated physical) gold-backed crypto - may engage by tagging friends, but wait and see. |
