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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)11/21/2019 8:14:47 AM
From: TobagoJack   of 217713
 
Updating Message 32426234

(1) Another day closer to BABA day Message 32423653 <<subscribed to the Alibaba IPO>> ... am guessing that the latest hard-fork / bifurcation shall not make any difference to Alibaba HKEX debut even as it may make a difference to either the universe or the galaxy

Warnings notwithstanding bloomberg.com < <Delisting Chinese Firms From U.S. Is a ‘Terrible Idea,’ Hank Paulson Says>>
(Trade, technology, currency, capital, ideas, Cold) ______-war full on.

bloomberg.com <<Trump Expected to Sign Hong Kong Bill Despite China Warnings>>

bloomberg.com <<Kissinger Says U.S. and China in ‘Foothills of a Cold War’>>

(2) Did ...

(2-i) Long BA Jan 17 ’20 finance.yahoo.com Put strike 360 @ 11.59

(2-ii) Long MU Jan 17 ‘20 finance.yahoo.com Put strike 44 @ 2.12

(2-iii) Long BYND Jan 17 ‘20 finance.yahoo.com Put strike 75 @ 5.26

(2-iv) Long QQQ Mar 20 ‘20 finance.yahoo.com Put strike 201 @ 7.18

Am essentially spending cash to get set for bear, tech market in general, trade war in specific, spin in particular, and ballyhoo as well.

Re MU, is a company that both USA and PRC officialdom seems wishes to cause losing a customer, and to give rise to competitor. Am wagering that the officialdoms shall win and MU not.


am noting this ...

fool.com <<Better Buy: Micron Technology vs. Samsung>>

And had noted that Message 32426765 <<China approaches chip self-sufficiency breakthrough>>

(3) Ideas and inklings require nourishment, and I find such ...

reuters.com <<‘We don't have a 5G problem,' says Nokia's head of software>>

ft.com <<SmileDirectClub: brace for impactSales are rising quickly, but so unfortunately are costs>>

(4) Positions now at ...

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

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

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

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

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

(4-f) 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)

(4-g) Long Hang Seng Bank finance.yahoo.com @ HK$ 169.90

(4-h) Long China Mobile finance.yahoo.com @ HK$ 66.45

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

(4-j) Palladium against platinum
- Short Palladium PALL finance.yahoo.com @ 169.01
- Long Platinum PPLT finance.yahoo.com @ 86.86
- Short PALL again finance.yahoo.com @ 168.14
- Long PPLT again finance.yahoo.com @ 88.09
- Long Platinum PPLT finance.yahoo.com @ 85.875

(4-k) Short KO finance.yahoo.com Dec 20th '19 Put strike 52.50 @ 0.99

(4-l) Short MCD finance.yahoo.com Dec 20th '19 Put strike 190 @ 2.29

(4-m) Long MCD finance.yahoo.com @ 194.30

(4-n) Long BA Jan 17 ’20 finance.yahoo.com Put strike 360 @ 11.59

(4-o) Long MU Jan 17 ‘20 finance.yahoo.com Put strike 44 @ 2.12

(4-p) Long BYND Jan 17 ‘20 finance.yahoo.com Put strike 75 @ 5.26

(4-q) Long QQQ Mar 20 ‘20 finance.yahoo.com Put strike 201 @ 7.18

(4-r) Still need to short more PALL to be in better alignment w/ the Force

(4-s) Speaking of the Force

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