To: TobagoJack who wrote (151569 ) 11/7/2019 10:56:44 PM From: TobagoJack Read Replies (1) | Respond to of 217617 Updating Message 32406730 (1) Added positions on GDXJ (1-i) Short GDXJ finance.yahoo.com December 20th '19 Put strike 34 @ 0.52 - GDXJ is worthy of accumulation on weakness, for nothing has changed that would detract from the macro of GDXJ (1-ii) Armstrong caution(2) The Jack - the Jack signed into his 'portfolio' and saw red, "why dada?" - I mumbled something about dollar up / gold down, dollar up / non-USD revenue down from burgers and soda due to currency conversion - "Why is QQQ up but platinum down?" - I mentioned something about QQQ melt-up in anticipation of trade war pause and conundrum of immediate demand for platinum relative to palladium to & fro, platinum priced in USD akin to gold, and that trade war continuation is bad for the global economy, industry, and therefore confidence in basic industry, etc etc - "Yeah. But trade war only matters if the two sides are big" - Bingo, and Jack, when the #1 and #2 economies duke it out, does that matter? - "I see. I keep still?"(3) Positions now at ... (3-a) Short TLT Dec 20th Put strike 138 https://finance.yahoo.com/quote/TLT?p=TLT&.tsrc=fin-srch @ 2.35 (3-b) Short SPY Dec 20th Put strike 298 finance.yahoo.com @ 6.43 (3-c) Short ERIC April 17th Put strike 7 finance.yahoo.com @ 0.13 (in volume twice as large as Long in NOK Put) (3-d) Short ERIC Apr 17 '20 Put 8 finance.yahoo.com @ 0.29 (3-e) Long NOK April 17th Put strike 3 finance.yahoo.com @ 0.12 (in volume half as much as Short in ERIC Put) (3-f) Long NOK Apr 17 '20 Put 3 finance.yahoo.com @ 0.12 (3-g) Short SIL Dec 20 '19 Put 28 finance.yahoo.com @ 0.30 (3-h) Short GDXJ Dec 20 '19 Put 37 finance.yahoo.com @ 0.85 and Short GDXJ finance.yahoo.com December 20th '19 Put strike 34 @ 0.52 (3-i) Short MCD Dec 20 '19 Put 180 finance.yahoo.com @ 1.59 (3-j) Long MU Dec 20 '19 Put 45 finance.yahoo.com @ 1.14 (3-k) Short NVDA Dec 20 '19 Put 200 finance.yahoo.com @ 8.45 (3-l) Short QQQ Dec 20 '19 Put 200 finance.yahoo.com @ 4.14 (3-m) At 1/2 of (3-l) position, long QQQ Mar 20 '19 Put 195 https://finance.yahoo.com/quote/QQQ?p=QQQ&.tsrc=fin-srch @ 6.72 (3-n) 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) (3-o) Long Hang Seng Bank finance.yahoo.com @ HK$ 169.90 (3-p) Long China Mobile finance.yahoo.com @ HK$ 66.45 (3-q) Long paper gold since forever, cost basis ~$1,337 per troy ounce (3-r) Palladium against platinum - Short Palladium PALL finance.yahoo.com @ 169.01 - Long Platinum PPLT finance.yahoo.com at 86.86 - Short PALL again finance.yahoo.com @ 168.14 - Long PPLT again finance.yahoo.com @ 88.09 (3-s) Short USO finance.yahoo.com December 20th Put strike 11.50 @ 0.40