2026 TeoTwawKi ... 2032 Darkest Interregnum Message Board

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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum

GLD 379.91

+0.4%

Nov 11 4:00 PM EST

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To: carranza2 who wrote (150856)	11/26/2019 2:07:01 AM
From: TobagoJack	of 217699

Updating Message 32428297 (1) Exited BABA HK IPO finance.yahoo.com at HK$ 188.10, on IPO-allotment cost basis of HK$ 176. The 7% return in so few days seems fair, to express support for newcomer. (2) Did ... Nothing much else portfolio-wise, albeit busy-bee-ed in 3D world (3) Ideas and inklings require nourishment, and I ... ... pondered a bunch of names as more China tech companies scheduled to list / 2nd-list in HK. The neighbourhood holds more promise as well as risk. The companies seeking 2nd listing are in the main preparing to decamp NYSE / Nasdaq, in order to guard against Capital Hill actions. Of course really only the worthier companies would bother to make the preparations, so self-selecting in a way. There may altogether be ~170 such Team China companies out of ~350 listed in USA. All presumably would have to list at slight discount to NYSE / NASDAQ close in order to ensure successful closure. (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 (5) an example of tech plays in the neighbourhood

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