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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum
GLD 368.29+0.6%Nov 7 4:00 PM EST

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To: Box-By-The-Riviera™ who wrote (217075)10/13/2025 1:33:05 PM
From: TobagoJack   of 217591
 
Added to long put positions on TSMC and on QQQ, and initiated new long position on ASML puts, as speculation for I do not have any hedging requirement

Am suspecting Team China sanctions by rare earths, industrial diamonds, and various other foundational layer periodic table goodies all at the same time might not be short term / tactical in nature that would be resolved by expediency of Trump-Xi meeting. The matter might be considerably more intractable and therefore serious.

Team Trump claims of surprise is likely untrue.

And no, Team China does not want any products by TSMC, ASML, or any of QQQ constituent companies, and that is problematic for the bubble.

All very interesting export.org.uk

The Dutch actually made move end-September. No Huawei founder’s daughter to kidnap this time so a meaningless 180 nanometer automotive chip company tee-ed up.

So, and yes, the answer is, once more, gold
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