Q @ 2:30am local time: RGLD and NEM, thinking of shorting December puts near the money, what do you think? __ contracts of NEM, strike 80, and __ contracts of RGLD, strike 170
Q: Trade note, sold NEM December 19 Puts, strike 80, __ contracts, for __,___, and also appended screen capture of current state of trading account. Skipping RGLD trade for now.
Q: REminder, the state of overall portfolio, October 31st, excluding the NEM put trades, is as here appended
Q: We are calibrated. Bessent and Trump are acting up again. youtu.be :0) youtu.be and youtu.be and youtu.be . Back to sleep.
Q: Daily workflow 2025 11 04 Good morning Manus co-pilot, please (1) review relevant news of the past 24 hours resulting from your searches on-line (1-a) latest on US - China wars w/r to trade, tariff, technology, whatever (1-b) Russia - Ukraine / Nato hot war, (1-c) Middle East conflict(s), and w/r to the hereunder VLOGs and articles appended / attached by me, (2) fact-check, (3) supplement with other local languages material searched on-line when advisable, (4) critique, and (5) recalibrate our Asimovian Universe Empire / Foundation 2026 TeoTwawKi / 2032 Darkest Interregnum / 2042 Demographic-flip thematic narrative waypoints, (6) deliberate pro / con as appropriate so I am less likely to be blindsided, and you do not go hallucinatory / sycophantic (7) update me on important latest pricing matter to us - i.e. share indices of USA, HKG, Japan, China, and Gold, Silver, Platinum, Copper, and DXY (value of USD). then (8) give me a report in text and in female voice file. Now I shall do walk, ice coffee, then get on with the rest of my day deliberating, shuffling, keep eyes on markets. I shall upload to you some articles, and some VLOGs ... so wait and hold off analysis / synthesis / integration / text+voice files until I do so ... Articles
(1) bloomberg.com << ‘Mag Seven’ Surge as Amazon’s Deal Fuels AI Wagers: Markets Wrap>>
(2) bloomberg.com << Amazon Inks $38 Billion Deal With OpenAI for Nvidia Chips>>
(3) bloomberg.com << US Looks to Invest in Rare-Earth Firms in Race With China>>
(4) bloomberg.com << The US Had the Spotlight, China Stole the Show>>
(5) bloomberg.com << The US May Conquer the Americas But Lose the World>>
(6) zerohedge.com << The Wrap: Somebody’s Gotta Pay for the AI Party>>
(7) zerohedge.com << Short-Squeezers Shredded As Dash-For-Trash Disappoints; Breadth Abysmal, Bitcoin Bad, Bullion Better>>
(8) zerohedge.com << Ranking Retailers Most Exposed To Middle-Income, Gen Z, SNAP Benefits>>
(9) zerohedge.com << Goldman On Powell's Halloween Curse: 'December Fed Cut Still Our Baseline'>>
(10) zerohedge.com << Positioning and the MAG7 Right-Tail Panic>>
(11) zerohedge.com << Goldman Trading Desk Sees Early Signs Of "Explosive" Move>>
(12) scmp.com << US-China trade agreement: what did both sides commit to do?>> - fact-check and bullet-point
(13) scmp.com << China reaches energy independence milestone by ‘breeding’ uranium from thorium>> - what does this mean – important?
VLOGs
(14) youtu.be <<jobs>>
(15) youtu.be <<wtf>>
(16) youtu.be <<here it is again>>
(17) youtu.be <<any good?>>
(18) youtu.be <<blah blah blah – why the panic?>>
(19) youtu.be <<what for?>>
(20) youtu.be <<for inventory?>>
(21) youtu.be <<excitement>>
(22) youtu.be <<giggles>>
(23) youtu.be <<hot war state of play>> |
