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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: pezz who wrote (71987)	3/27/2011 10:39:56 PM
From: TobagoJack	1 Recommendation Respond to of 217589

hello pezz, today's report (i) conversing w/ paco oasis hotel staff re operations and financials; so far so good, as operations getting re-started after just-finished partial renovations (ii) bought aed.ax finance.yahoo.com @ Average Price: AUD 0.255 (iii) topped up on rhm.ax finance.yahoo.com @ Average Price: AUD 0.4492 and average price 0.4343 following up to earlier Message 27233992 , and Message 27216094 Message 27210674 Message 27129702 all in the tradition of Message 27216264 cheers, tj

To: pezz who wrote (71987)	4/1/2011 11:57:11 AM
From: TobagoJack	Read Replies (1) \| Respond to of 217589

hello pezz, tonight's report - got message from broker, "Please be informed that you have sold __ calls REMX May 27 at USD 1.10" follows this thread of remx trades Message 27171458 (feb 16, 2011) "1. i was careless and forgot to info you about a trade done february 8th trade on REMX per russell recommendation cited here Message 27145489 . the trade is going good enough for now BOUGHT REMX at USD 25.10 SOLD Put REMX, May 2011, strike 24 at USD 1.75 SOLD Call REMX, May 2011, strike 25 at USD 2.25" and Message 27263207 (march 25th, 2011) "(iv) Bought to close REMX May calls (strike 25) and puts (strike 24) at a combined price of USD 2.7955. They were shorted February 16th at combined price of USD 4.00 Message 27171458 , iow, a fair return for looting the cloud atm by way of long equity and short options. The long REMX equity trade is still in place, as working inventory for the next REMX cloud atm extraction via option trades." cheers, tj

To: pezz who wrote (71987)	4/6/2011 2:55:52 AM
From: TobagoJack	1 Recommendation Read Replies (2) \| Respond to of 217589

hello pezz, today's report: massively sold - off-ed all paper platinum at hkd 13,781 per oz bought here Message 27240142 and Message 27233988 and am now paper platinum naked except for a residual orphaned position established way back whenever actionable only during hk's night time now have clean start going forward on pt w/o mental baggage, and - off-ed 1/3 of all paper gold at hkd 13,451.5 per tael that be bought here Message 26886418 got slap-happy and sold off 1/3 of trading paper gold acquired mid-october (when correcting another iteration of faithless trade) Message 26886418 just could not help self once i started to repeatedly hit the sell button (bank has per button push sell limit) as would a lab rat. sell sell sell, ooooh, feels good, sell more. even as gold is getting more precious by the minute. am done selling for the productive day. now looking forward to secret appointment followed by more selling this night. sell sell sell. must sell in order to buy. cheers, tj

To: pezz who wrote (71987)	4/7/2011 10:00:53 AM
From: TobagoJack	Respond to of 217589

hello pezz, tonight's report sold all of long clf position finance.yahoo.com at the open at 99.95. the position was opened 13 nights ago at 94.68 Message 27265034 . i am sure you agree that 5.6% return over 13 days is adequate for the trouble of thumbing ipad and picking up the phone the rest of the crafted strategy remains, to decay on the counter-parties and in alignment with good, so that they, the evil speculators, might fall and that i might rise, because i would be more responsible, caring, and altruistic, therefore more deserving Message 27265034 <<- shorted to open CLF put option may strike 90 @ 4.30 - shorted to open CLF put option may strike 95 @ 6.45 - shorted to open CLF put option july strike 90 @ 6.80>> cheers, tj

To: pezz who wrote (71987)	4/7/2011 8:39:36 PM
From: TobagoJack	Read Replies (1) \| Respond to of 217589

hello pezz, last night's report: (i) Besides the cyber mining noted earlier Message 27291978 re clf where i sold all cliff natural resource shares at 99.95 i.e. defined as 5.6% w/i 13 days is enough and left in place the rear-guard action positions of shorted puts @ strike 95 n 90 (shall pull back the allocations after further "half life" decay on the counterparties' time n dime), i later did ... (ii) a good cloud atm extraction, and I was productive, shorted PAAS covered calls strike 42 May expiration, @ usd 1.25 on all unencumbered pan american silver shares. the paas thus newly encumbered were only freed up march 25 Message 27263207 <<(v) Bought to close PAAS April Calls and Puts both at strike 36 at a combined price of USD 3.3. The trades were tee-ed up February 18th at combined premium taking of USD 4.70 Message 27179770 , iow, another fair return for … cloud atm. Still have Message 27040485 shorted April PAAS calls strike 42 and shorted puts 38 on the books.> Left alone earlier paas long, short covered calls @ 42 and short puts @ 38. Silver is far from having fully expressed enthusiasm for teotwawki dawn and the cloud atm machine should be good for between 7-15 years. We are blessed to be able to tag w/ a second career centered around paas. Am casing new targets for virtual robbery, and am currently playing profitable computer gaming in abx, remx, gdx, paas, clf, fcx arena. Am now generally cautious, looking forward to collapse that may not happen, and looking to either buy or sell paper gold, buy paper platinum and/or paper silver, and maybe even borrow from the japanese, so as to properly engage with the super bubble that could be hong kong as the rental yield move from 2.5% to 1% then to zero %. All in good, choreographed and calibrated time. Am almost convinced that there shall be qe3 after a post qe2 breakdown. And should there be qe3, then qe7 is baked in, n qe9 is fairly certain. cheers, tj

To: pezz who wrote (71987)	4/11/2011 7:08:45 PM
From: TobagoJack	2 Recommendations Read Replies (3) \| Respond to of 217589

hello pezz, last night's report: (i) received message appended hereto, and i quote, From: M Sent: Mon, April 11, 2011 11:08:00 PM Subject: RE: Put positions on mining shares Dear J, Please be informed of the following executions. You bought to close: ___ Put ABX strike 50, July 2011 at USD 1.68 (originally you sold them at 2.71) [edit by j: Message 27210674 ] ___ Put CLF strike 90, May 2011 at USD 2.12 (originally you sold them at 4.15) [edit by j: Message 27294113 but still have outstanding clf puts at another broker ] ___ Put FCX strike 52.50, May 2011 at USD 1.25 (originally you sold them at 3.88) [edit by j: Message 27040485 [edit by j: the price indicated was pre-stock split] ___ Put PAAS, strike 42, April 2011 at USD 0.15 (originally you sold them at 2.81) [edit by j: Message 27294113 and Message 27040485 ] FYI, you now have only 3 short puts open: ___ Put NLY, strike 17, July 2011 ___ Put NLY, strike 18, April 2011 ___ REMX, strike 24, May 2011 [apparently some left over remx puts not did not execute here Message 27263207 ] Kind regards T -----Original Message----- From: M Sent: Monday, April 11, 2011 4:53 PM Subject: RE: Put positions on mining shares Dear J, You have the following short puts on mining: ___ ABX (Barrickgold) ___ CLF (Cliffs Natural Resources) ___ FCX (Freeport Mc Moran Copper) ___ PAAS I close all of them and come back to you with the execution. Best, T -----Original Message----- From: j Sent: Monday, April 11, 2011 4:45 PM To: M Subject: Put positions on mining shares Hello t, am not at pc so I do not know what my outstanding shorted put positions are. Please close @ market the put positions on all mining shares. I know I have some shorted nly puts; please leave them be. Cheers, j "Sent via xxx BlackBerry." (2) received this am: From: W Sent: Tue, April 12, 2011 6:08:21 AM Subject: goldman recommends closing of long crude, copper, cotton, platinum This moved the markets today with Gdx -2.9% Gld -7% Slv -1.6% Uso -3.34% Risk-reward no longer favours being long CCCP Although we believe that on a 12-month horizon the CCCP basket still has upside potential, in the near term risk-reward no longer favours being long the basket and we are recommending closing the position for a 25% return versus a 28% target. While crude oil, cotton and copper prices have substantially exceeded our targets, platinum and soybean prices have lagged. Near-term crude oil price risk is becoming more symmetric Although potential contagion risk in the Middle East and North Africa (MENA) remains elevated and has pushed prices above $125/bbl, at these price levels the risks are becoming more symmetric, which shifts the risk/reward of being long oil. Not only are there now nascent signs of oil demand destruction in the United States (see April 5 Energy Weekly), but also record speculative length in the oil market, elections in Nigeria and a potential cease-fire in Libya that has begun to offset some of the upside risk owing to contagion, leaving price risk more neutral at current levels. N-T upside in soybeans, but copper and platinum face headwinds We still see significant upside in soybean prices, but believe that copper and platinum will face near-term headwinds as higher oil prices potentially translate into a negative demand shock for the metals and as these commodities are exposed to supply chain problems resulting from the earthquakes in Japan . This is particularly the case for platinum given its large exposure to global automobile production. Copper also remains vulnerable to slowing observed demand as high prices and tight credit motivate tight inventory management from key consumer China , which tempers the inventory draw we had expected and the risk of price spikes. As result, we are also closing our long copper and platinum trades, but even in these commodities the structural supply-side story remains intact, and we would look for new entry points to establish new longs. cheers, tj (3) let us see if GS the squid has done enough to allow me to (i) buy my fair allocation of paper platinum back, and to solidify the platinum gains booked here Message 27288720 by mineralization process into physical. cheers, tj

To: pezz who wrote (71987)	4/12/2011 8:05:09 PM
From: TobagoJack	1 Recommendation Read Replies (1) \| Respond to of 217589

hello pezz, today's report in hindsight i am glad that i panicked early, and missed one bullet, and may also miss several grenades, and that i am getting busy to miss a bazooka as well as larger munitions april 11 2011 Message 27302053 april 7 2011 Message 27294113 and Message 27291978 april 6 2011 Message 27288720 april 1 2011 Message 27279120 the general direction is away, into the darkness, fast, then faster, and finally, gone, to turn around and observe, listen for the screams to start then end, when it be safe to return panic is best when done early even as missing a bullet in nick of scratching time may be more satisfying must not taunt fate get out whilst getting is good i am happy that i closed what in hindsight were nasty shorted puts let us now pray before the preying gets underway, tally up, count blessings, so that we may again tally and count more later amen, tj

To: pezz who wrote (71987)	4/15/2011 11:15:38 AM
From: TobagoJack	Read Replies (1) \| Respond to of 217589

Hello pezz, tonight's report: Just got message from broker, that "Please be informed that you have sold ___ put NLY, Strike 17, October 2011 at USD 1.19" Cheers, tj

To: pezz who wrote (71987)	4/18/2011 8:26:52 AM
From: TobagoJack	1 Recommendation Read Replies (2) \| Respond to of 217589

hello pezz, today's report: (i) evaluated architect's plan for renovating the rooms at oasispark.com in preparation for capital call on the fellowship. the 47-rooms renovation will run about 18k each. we have just completed the reno of the public space, and i have partook in the ambiance over sunday afternoon and night. a+ we have yet to update the website since embracing with the hotel (ii) came back to hong kong in the late afternoon, and am notified that "Further to the April expiry of the Calls on PAAS, strike 42, please note that _____ PAAS shares are now freely available again" the paas calls were shorted here Message 27040485 <<(2) bought enough PAAS at USD 39.75 - sold equal covered Calls April 2011, 42 at USD 2.7098 - sold equal Puts April 2011, 38 at USD 2.8072>> the paas put 38 were not put to me for whatever reason, perhaps a reward for my altruism. (iii) only 6% of the outstanding april puts on annaly (nly) strike 18 (shorted here Message 27040485 at 1.15) were put to me, and the rest expired harmless even thought they were very much in the money and against me ... luck of the draw, or, again a reward for my altruism. i have more october nly short puts Message 27311090 (october strike 17) shorting nly puts is about as close to free money as one can get. cheers, tj