2026 TeoTwawKi ... 2032 Darkest Interregnum Message Board

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

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To: carranza2 who wrote (150856)	11/29/2019 6:30:09 PM
From: TobagoJack	Read Replies (2) of 217679

Updating Message 32438726 (1) Went (1-i) short ExxonMobil finance.yahoo.com Jan 20 '20 Put strike 67.50 @ 1.35 ... because oil is not dead, dividend is okay, stock near 52-wks low, and it is a better bet than a lot of other stuff. Trade war continuation and shale this and that, and ME something might move the stock one way or another, along w/ the options on same. (1-ii) short CEO (CNOOC) finance.yahoo.com Jan 20 '20 Put strike @ 3.00 ... because of same campaign logic. (1-iii) short more Palladium PALL finance.yahoo.com @ 172.90 ... am getting more comfortable w/ this +PPLT / -PALL campaign. Going forward am willing to lift one or the other part of the campaign front. When global macro goes completely pear-shape, then no need for PALL even as PPLT is backstopped by its cost of extraction as well as basic need no matter what the global macro. Should global macro go crackup boom, PPLT should ameliorate PALL counteraction, or something, and in any case offers opportunity to short more PALL. I think. (2) Did ... hot chocolate, but this winter is very warm, suitable for shorts (3) Ideas Pondering ... when the FED will mouth falsehood re 'we shall not drop rates because ... whatever' to re-energise the market, and then to drop rate? When shall people stretch for that last bit of cash yield before the lights are turned off? How much can the Europeans and Japanese take of negative yields? If and when would the Americans have first on-shore nominally negative-yielding instrument? (4) Positions now at ... (4-a) Short ERIC Apr 17 '20 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 Apr 17 '20 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 ~$1,337 per troy ounce (4-j) Palladium against platinum - Short Palladium PALL finance.yahoo.com @ 169.01 - Long Platinum PPLT finance.yahoo.com @ 86.86 - Short PALL again finance.yahoo.com @ 168.14 - Long PPLT again finance.yahoo.com @ 88.09 - Long PPLT finance.yahoo.com @ 85.875 - Short PALL finance.yahoo.com @ 172.90 (4-k) Short KO finance.yahoo.com Dec 20 '19 Put strike 52.50 @ 0.99 (4-l) Short MCD finance.yahoo.com Dec 20 '19 Put strike 190 @ 2.29 (4-m) Long MCD finance.yahoo.com @ 194.30 (4-n) Long BA Jan 17 ’20 finance.yahoo.com Put strike 360 @ 11.59 (4-o) Long MU Jan 17 ‘20 finance.yahoo.com Put strike 44 @ 2.12 (4-p) Long BYND Jan 17 ‘20 finance.yahoo.com Put strike 75 @ 5.26 (4-q) Long QQQ Mar 20 ‘20 finance.yahoo.com Put strike 201 @ 7.18 (4-r) Long PetroChina (0857.hk) finance.yahoo.com @ HK$ 3.61 (4-s) Short ExxonMobil finance.yahoo.com Jan 20 '20 Put strike 67.50 @ 1.35 (4-t) Short CEO (CNOOC) finance.yahoo.com Jan 20 '20 Put strike 140 @ 3.00

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