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

To: RetiredNow who wrote (154163)	3/10/2020 10:17:33 PM
From: sense	Read Replies (1) \| Respond to of 217822

It is ultimate true that markets are enormously wasteful... Fewer than 3% of businesses ever really work out... So, close to 97% of all investment is wasted... But, the 3% succeeds so well in accepting that inefficiency, that its worlds better than where the non-market inefficiencies can be "made to work"... And that's true... that wiping out the (corporate fictions in) the vessels holding the assets now... doesn't alter the assets. So, the issues (other than who ends up with the assets post BK) are mostly ones of timing... a known in the BK process being ponderous... with that ponderousness creating risks and opportunities of its own... Buy low... which means when the vessel is held at risk... but only when the risk is most apparent and the vessel is still held safe... or is likely to be in a properly risked option. What's different this time ? The pace of the decline... an effort to alter the time function... not teaching the kittens to swim before throwing them in the river... while making sure they go in the deep end in a bag the Russians have filled with bricks. The time functions... not all and only about money and markets... Nor is the virus... Clocks are set ticking on wars... that are increasingly likely to occur as conflicts emerge from prior constraints to have them become more actively contested...

To: RetiredNow who wrote (154163)	3/11/2020 9:56:43 AM
From: TobagoJack	4 Recommendations Recommended By Dr. Voodoo Pogeu Mahone Secret_Agent_Man sense Read Replies (1) \| Respond to of 217822

One very reasonable way to play the current market is to sell puts, way the phuck out of the money calls and puts, but which still pays respectable premium due to implied volatility, stuff we do not mind owning for puts, and do not mind shorting for calls stay w/ the big liquid stuff, in the case of wishing-to-own, and count on them (i.e. Exxon, Franco Nevada, Berkshire Hathaway, etc) to do the bottom-buying for us and so I took up positions in XOM and COP Message 32595845 by way out of money puts January 2021 / 2022 respectively I consider such as long-range artillery positioned in an infantry-against-infantry fight, and we bomb away, fr there are no friendlies. And if I get put at those levels indicated, I have no regrets because I would be buying at those levels any way