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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum
GLD 386.01+1.6%4:00 PM EST
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To: carranza2 who wrote (150856)10/17/2019 4:11:34 PM
From: TobagoJack   of 217727
 
(1) Update:

(1-i) still holding position Message 32366505 China Mobile (0941.HK) @ HK$ 66.45 for dividends

(1-ii) remaining true to Message 32367003 TLT December 19 Put strike 138 for exercise, @ 2.36 since still believe interest rate must generally decline as opposed to rise, and if put, probably okay to flip right. around and short then covered calls

(1-iii) just did below trades

- shorted SIL Nov 15 Put strike 28 @ 0.57

- shorted GDXJ Nov Nov 15 Put strike 37 @ 1.29

- shorted GLD Nov 15 Put strike 139 @ 1.22

- shorted SPY Dec 20 Put strike 298 @ 6.44

all generally in alignment w/ stocks up, gold up, silver up, pm miners up, money down.

skimpy premium, but a way to some yield at tolerable risk as long as would not result in liquidity / solvency issues under all circumstances.

(1-iv) in no hurry but besides watching KO and MCD, am thinking about finance.yahoo.com 0788.hk China Tower which is a play on 5G rollout as much pole climbers must be sent climbing.

am generally not keen on individual shares at this stage given company specific issues as opposed to overarching macro takes.

(2) Re <<NIRP + ZIRP=yields found only in shares>> - not good but essentially as you noted, that it is what it is, until not, and in the meantime, per Martin Armstrong, the funds got to go somewhere
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