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

To: Julius Wong who wrote (163464)	10/7/2020 10:33:17 PM
From: TobagoJack	Read Replies (2) \| Respond to of 217588

Re <<Tesla wins Street-high $578 price target as New Street sees 'hyper growth'>> That is and would be wonderful! Watched the Kamala - Mike debate to this point, almost done. Observe that Kamala comes across as sincere, whatever the truer state if different. Pence comes across as Trump-apologist readying to rise to the throne of theocratic pretender republic OTOH, Harris comes across as a would-be socialist readying guillotine blades already sparkling in the sunlight, and Mike comes across as empathetic person of faith fighting a rear-guard action Conclusions? Go long GEO and NAK for Trump Short same for Biden Whatever the case, long gold, that which should do well whomever wins. Whatever else happened during debate, different from the presidential debate, actually covered important topics. Good stuff.

To: Julius Wong who wrote (163464)	10/12/2020 10:05:59 PM
From: TobagoJack	Respond to of 217588

While am paying attention to the weed shares and options, must be riveted on TSLA given relative weighting Sold off my TSLA long call March 640 on a pop, as unconvinced that TSLA will not go down in the near term The battle line of TSLA seems quite far away, and should it pop to nearer 578 I simply intend to double-down my 'safe' wagers The wager sizes are material enough that even TSLA 6th November call strike-700 army corp must not pause to take prisoners, until say 0.15 per share; iow, to the bitter end of last day of option life. after 22 October Q3 earnings announcement I ought be able to start in earnest migrating centre of gravity of wagers from 20th November to December, before onward migration to 2021 Unclear as yet on strike-prices, and am guessing shall remain mostly in the 700-800 long-range artillery range, as opposed to 600-700 armour distance, and certainly not <600 infantry range, and never house-to-house shorting the equity itself, until the bitter end when GM, F, Toyota, BMW, VW, etc etc all in on the attack On the battery front, adopting wait & see, and hope TSLA all the success, for I need TSLA to be robust over 2021 Need to find successor to TSLA - too very-highly valued - high volatility / high liquidity options (small bid / ask spread) - no genuine earnings - master promotion by twitter and such - lots of competition in the wings and all real

To: Julius Wong who wrote (163464)	10/14/2020 10:04:28 PM
From: TobagoJack	Read Replies (1) \| Respond to of 217588

<<TSLA>> zerohedge.com Tesla-Beating Carmarker Shows Xi’s Vision for 2025By Bloomberg macro commentator Ye Xie It was another wait-and-see session. The “blue wave” trades -- higher stocks and yield-curve steepening -- have faded this week. Mixed bank earnings, dwindling hopes for pre-election stimulus and skittishness about the virus and vaccine left investors with fewer reasons to bid up risky assets. Even with Joe Biden’s current lead, the skepticism toward polling data is understandable given memories of 2016. That said, if President Trump does overcome his deficit in recent polls, it would be the biggest underdog victory since World War II, according to Deutsche Bank’s Jim Reid. Next Week on the Street: September 21st to September 25 Across the Pacific Ocean, President’s Xi’s highly anticipated speech in Shenzhen didn’t break any new ground. But his vision for a clean, efficient and innovative China in a five-year development plan was reflected in markets in the U.S. and Hong Kong Wednesday. Consider these movements: A. Electric carmakers, including NIO, Li Auto and BYD, surged. NIO jumped 23% after JPMorgan and Citigroup upgraded their ratings on the stock, extending its gain to 559% this year to outpace a 451% advance in Tesla. JPMorgan analyst Nick Lai expects the market share of new-energy vehicles in China to rise to 20% by 2025, from less than 5% in 2019. B. Solar energy company JinkoSolar rallied another 9% in the U.S., tripping its price this year, while China’s biggest wind-turbine maker, Xinjiang Goldwind Science & Technology, surged 22% in Hong Kong. The gains accelerated since Xi made an ambitious pledge this month to go "carbon neutral" by 2060. China tops the global league for emissions, at 28% of the total in 2019. The plan would call for renewables to account for 43% of China’s primary energy mix, from 15% now, according to Citigroup. C. The yuan outperformed after a PBOC official played down the currency’s recent appreciation, saying the rally has been mild and reflects improvement in the Chinese economy. Sun Guofeng, monetary policy department head, also said China’s liquidity is reasonable and ample across the board, suggesting limited room for policy easing. Keeping a normalized monetary policy has been part of China’s strategy to attract foreign investors to support innovation and the development of its capital markets. The old saying is that one has to listen to the Party to make money. There may be some truth to that.