I believe
(1) All of Team China’s numbers w/r to the virus, that the report were and are the best available numbers whenever reported by the highest level, and therefore I conclude that the corner has turned in the People’s War through heroic actions in agile ways following astute calls. Exemplary. Hat tip. All hail. Either ...
70-100K cases, and 2-5K deaths,
Or
700K-70M cases, 2-5K deaths
Else Ex-China hospitals are so much better everywhere, or give it all more time.
(2) China infection rate may still turn up due to complicating factors of work re-start / societal reboot, or open borders regime per civilisation state.
(3) Had Team China not been a cooperative / supporting Team, HK would be done done, irrespective of how fantastically capable Team HK may be, which HK indubitably is. Eyes on Japan, S Korea, Italy, and perhaps even USA. Watch and brief.
(4) The virus may have triggered a global contagion of equity re-pricing, that which might be triple waterfall and systemic, but I doubt albeit not betting on.
(5) Pity the small businesses which decamped supply chain originating from Shanghai for one hubbed out of Hanoi. No chain, no China input material, no USA tariff moat, no nothing, and no easy way back to the original source. Ouch.
(6) Campaign of massive short naked calls on Tesla, in layers of strike prices and by multiple expiration dates has so far been a superbly orchestrated exercise, symphonic, daring, epic, tout ow rien, and/but still on-going. Lots of re-calibrations and fine tunings as prices gyrate. We like gyration. Feels like a action screen out of the Matrix or Indiana Jones or any one of too many martial art movie series
The counter party defences have been everywhere breached, the soft rich lush nutrients within the castle lay before us in splendidness and anticipation. How best to harvest so that few morsels go to waste, we deliberate
At the rate we are going, would be soon time to issue puts.
In hindsight, on 20/20 reflection, the 1967 Isreali desert war campaign was essentially a series of very well executed / connected and orchestrate / choreographed options trades.
Let us pray before we prey, and onward to wet-work.
Amen |
