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

To: TobagoJack who wrote (151688)	11/18/2019 8:22:42 PM
From: marcher	Respond to of 217750

some folks like costco more than mcdonalds: --While Costco has had an online presence in China for five years through a partnership with Chinese e-commerce firm Alibaba ( BABA), the new brick-and-mortar store in Shanghai marks a significant investment. Costco's annual membership program, which accounts for the bulk of its profit, is also cheaper in China — it costs 299 yuan ($42) compared to $60 in the United States. But despite the early buzz around its Shanghai store, the US retailer will have to prove it can stick around for the long haul. It has to contend not only with global rivals like Walmart ( WMT) and big Chinese players like Alibaba and JD.com, but also with China's rapid economic changes and its growing online retail industry.-- cnn.com

To: TobagoJack who wrote (151688)	11/19/2019 7:10:11 PM
From: TobagoJack	Respond to of 217750

Updating Message 32424789 (1) Another day closer to BABA day Message 32423653 <<subscribed to the Alibaba IPO>> ... the deal continues to trend towards closure finance.yahoo.com and have noted that retail seems to have been tee-ed up for a fall finance.yahoo.com Seems the idea of a recession is dawning. Whether true or not, we wait. (2) Did ... (2-i) Long Platinum PPLT finance.yahoo.com @ 85.875 Had originally initiated the position Message 32392853 <<Shorted equal troy ounces of palladium against platinum>> and topped up by doubling both long / short PPLT / PALL Message 32403721 <<Doubled-up on the long platinum and short palladium trade, after thinking some more>> This day added to the long of PPLT, thus skewing in troy ounce terms towards PPLT. Waiting to short more PALL should the price revert back to all-time high or end-week, whichever comes first. Generally feeling more comfortable w/ the long PPLT / short PALL trade. (3) Trade War Am, on this day, counting on no trade war pause, not "no trade war pause however defined", but "no trade war pause". May change mind tomorrow pending events development. I reiterate that Team China wishes for a Trump win, for now, and the best way to ensure that try is best-try, is the no-deal approach. Now Potus Trump can blame the failure to secure a deal on Congress. Perfect. Watch developments bloomberg.com <<U.S. Senate Unanimously Passes Measure Backing Hong Kong>> (4) Positions now at ... (4-a) Short ERIC April 17th Put strike 7 finance.yahoo.com @ 0.13 (in volume twice as large as Long in NOK Put) (4-b) Short ERIC Apr 17 '20 Put 8 finance.yahoo.com @ 0.29 (4-c) Long NOK April 17th Put strike 3 finance.yahoo.com @ 0.12 (in volume half as much as Short in ERIC Put) (4-d) Long NOK Apr 17 '20 Put 3 finance.yahoo.com @ 0.12 (4-e) Short GDXJ Dec 20 '19 Put 37 finance.yahoo.com @ 0.85 (4-f) 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) (4-g) Long Hang Seng Bank finance.yahoo.com @ HK$ 169.90 (4-h) Long China Mobile finance.yahoo.com @ HK$ 66.45 (4-i) Long paper gold since forever, cost basis ~$1,337 per troy ounce (4-j) Palladium against platinum - Short Palladium PALL finance.yahoo.com @ 169.01 - Long Platinum PPLT finance.yahoo.com @ 86.86 - Short PALL again finance.yahoo.com @ 168.14 - Long PPLT again finance.yahoo.com @ 88.09 - Long Platinum PPLT finance.yahoo.com @ 85.875 (4-k) Short KO finance.yahoo.com Dec 20th '19 Put strike 52.50 @ 0.99 (4-l) Short MCD finance.yahoo.com Dec 20th '19 Put strike 190 @ 2.29 (4-m) Long MCD finance.yahoo.com @ 194.30 (4-n) Need to short more PALL to be in better alignment w/ the Force