SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum
GLD 368.31+0.6%Nov 7 4:00 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: TobagoJack who wrote (151569)11/7/2019 10:56:44 PM
From: TobagoJack  Read Replies (1) of 217643
 
Updating Message 32406730

(1) Added positions on GDXJ


(1-i) Short GDXJ finance.yahoo.com December 20th '19 Put strike 34 @ 0.52

- GDXJ is worthy of accumulation on weakness, for nothing has changed that would detract from the macro of GDXJ

(1-ii) Armstrong caution





(2) The Jack

- the Jack signed into his 'portfolio' and saw red, "why dada?"

- I mumbled something about dollar up / gold down, dollar up / non-USD revenue down from burgers and soda due to currency conversion

- "Why is QQQ up but platinum down?"

- I mentioned something about QQQ melt-up in anticipation of trade war pause and conundrum of immediate demand for platinum relative to palladium to & fro, platinum priced in USD akin to gold, and that trade war continuation is bad for the global economy, industry, and therefore confidence in basic industry, etc etc

- "Yeah. But trade war only matters if the two sides are big"

- Bingo, and Jack, when the #1 and #2 economies duke it out, does that matter?

- "I see. I keep still?"





(3) Positions now at ...

(3-a) Short TLT Dec 20th Put strike 138 https://finance.yahoo.com/quote/TLT?p=TLT&.tsrc=fin-srch @ 2.35

(3-b) Short SPY Dec 20th Put strike 298 finance.yahoo.com @ 6.43

(3-c) Short ERIC April 17th Put strike 7 finance.yahoo.com @ 0.13 (in volume twice as large as Long in NOK Put)

(3-d) Short ERIC Apr 17 '20 Put 8 finance.yahoo.com @ 0.29

(3-e) Long NOK April 17th Put strike 3 finance.yahoo.com @ 0.12 (in volume half as much as Short in ERIC Put)

(3-f) Long NOK Apr 17 '20 Put 3 finance.yahoo.com @ 0.12

(3-g) Short SIL Dec 20 '19 Put 28 finance.yahoo.com @ 0.30

(3-h) Short GDXJ Dec 20 '19 Put 37 finance.yahoo.com @ 0.85


and Short GDXJ finance.yahoo.com December 20th '19 Put strike 34 @ 0.52

(3-i) Short MCD Dec 20 '19 Put 180 finance.yahoo.com @ 1.59

(3-j) Long MU Dec 20 '19 Put 45 finance.yahoo.com @ 1.14

(3-k) Short NVDA Dec 20 '19 Put 200 finance.yahoo.com @ 8.45

(3-l) Short QQQ Dec 20 '19 Put 200 finance.yahoo.com @ 4.14

(3-m) At 1/2 of (3-l) position, long QQQ Mar 20 '19 Put 195 https://finance.yahoo.com/quote/QQQ?p=QQQ&.tsrc=fin-srch @ 6.72

(3-n) Long (forever) HKEX finance.yahoo.com at all sorts of prices and taking in dividends (meaning position at loss state) at dividend adjusted cost basis of HK$ 282 (ouch)

(3-o) Long Hang Seng Bank finance.yahoo.com @ HK$ 169.90

(3-p) Long China Mobile finance.yahoo.com @ HK$ 66.45

(3-q) Long paper gold since forever, cost basis ~$1,337 per troy ounce

(3-r) Palladium against platinum
- Short Palladium PALL finance.yahoo.com @ 169.01
- Long Platinum PPLT finance.yahoo.com at 86.86
- Short PALL again finance.yahoo.com @ 168.14
- Long PPLT again finance.yahoo.com @ 88.09

(3-s) Short USO finance.yahoo.com December 20th Put strike 11.50 @ 0.40
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext