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

To: Julius Wong who wrote (166598)	1/1/2021 9:36:20 PM
From: TobagoJack	Respond to of 219525

Re <<Sell CHL Buy BTC>> Am shorting CHL puts, to gather funding now in USA for purchase of 0941.HK in HK, later, Whatever CHL put to me, if put, would be converted to 0941.HK via the process of delisting, and by the same move, convert dividend-withholding-tax-liable CHL by rapacious Washington D.C. into dividend-tax-free 0941.HK goodness under sovereign-protection of Beijing, for win-win outcome, tax-free option premium now, and income-tax-free dividend later, finance.yahoo.com ... and ... I am continuing to keep the already substantial commitment to BTC by GBTC, until kingdom comes or comes deribit.com Am continuing to expect Jaws of Death / Hindenburg Omen soonest, perhaps triggered by sharp increase of the unthinkable of the all-thought unlikely ... In the meantime, w/r to 2020 USA Election, Seems to me that given Trump’s win, by having had 70-80M folks voting for him, against Biden's win of different 70-80M folks who voted to him, all astute and agile republicans must and shall likely support Trump’s effort to uphold the constitution, that which is a small ‘c’, until and well past the declaration by whomever on win / lose January 6th Pence can kiss 2024 goodbye unless he does the right thing at this time unquestioningly by Trump, full stop, and does same all the way to 2024. Should the astute and agile not uphold the constitution as seen by the Trump, and not gather around the host of the greatest reality show of the planet, their political careers are put-a-fork-in-it done, as republicans, and as turncoats. Am unsure the elephant folks realise the stakes on the table. The Trump can and probably should immediately tee-up campaign for election 2024 sometime this 2021 year, irrespective of what happens 6th January. Also seems to me that should the Democrats let stand the Republicans that do the unthinkable, as opposed to mobilising and unleash the full-spectrum attack against same, then their dream of ever teeing up a more urgent cultural revolution becomes ever more difficult, especially if the Trump somehow manages to stay in place where he now is. Pelosi, if somehow thrown out by Omar and AOC per mobilisation of radical Democrats, goes the last line of return from madness. Biden may or may not realise, but am fairly certain his comrades' first-instinct is correct, that for their purpose, they must mobilise the order of battle explicitly and tee-up Cultural Revolution, that be ‘C’ capitalised, unless they are willing to and allow Election 2020 to be re-done, which btw might possibly be the most sensible way forward. Nation-states take turns to go mad. China and Russia already did their share. All-in, all the marbles. Recommendation: net short most things, but mindful the soon to be cornered Fed must step-in w/ bigger imprint than ever, as the children go at it, none fearing anything because all at burning stakes. Admonition: Refrain from cross-colour-terrain USA drive, from California to NY, or from Chicago to Houston, in any foreign-brand fancy car emblazoned with inappropriate political bumper stickers. Unclear to me that the markets are sufficiently prepared for what might come next. Coming week should tell more. The entire process is as would play a formulaic horror movie script, where Freddy keeps coming back to do more.

To: Julius Wong who wrote (166598)	1/2/2021 2:14:10 AM
From: TobagoJack	Read Replies (2) \| Respond to of 219525

At some point must be a sell-point, the point when bubble looks for and finds a sharp pin, or a field of pins As I am full of doubts and freely admit having not a clue as to the correct-price of BTC, we might well be at the very beginning of a trade-of-century seeing that the century is so very young Pretty chart, reminding me of the life guardette at the beach, sashaying across the sand w/ backlighting sun and wind in bouncy short mane. I best stop.

To: Julius Wong who wrote (166598)	1/2/2021 4:04:02 AM
From: TobagoJack	Read Replies (2) \| Respond to of 219525

Re <<Sell CHL Buy BTC>> I am thankful to the Trump, as should the European investors, and all dividend-starved salvation-seekers. Let us tally then see ... (1) shorted puts March strike-27.5 for 0.85 Message 33080710 (2) shorted puts March strike-27.5 for 1.25 Message 33093542 (3) shorted puts March strike-27.5 for 0.81 Message 33112134 (4) Am wondering whether I should do more Message 33119631 (5) It is possible that none would be put to me for chump-change, and if so I must buy 0941.hk separately as opposed to convert the would-have-been put ADR into HK shares scmp.com China Mobile, telco peers face selling pressure in Hong Kong as NYSE moves to delist their ADRs NYSE announces plan to delist ADRs of China’s three big telcos to comply with a ban on so-called Communist Chinese military companies Their ADRs and stocks have slumped up to 39 per cent in 2020 from the pandemic and US actions to restrict investment and trade involving blacklisted firms Funds managed by Bank of America, Morgan Stanley, Norges Bank, Lazard, Rockefeller Capital Management, and Royal Bank of Canada are listed among the biggest investors in the three Chinese telecoms companies, according to data compiled by Bloomberg. Still, the downside may be limited in the short term because most of the impact has already been priced in. Some non-US investors will be attracted by their low valuation, said Gordon Tsui, chairman of Hantec Pacific and president of Hong Kong Securities Association. China Mobile has fallen 16 per cent in Hong Kong since the November 12 executive order, compared to a 4 per cent gain of the Hang Seng Index. China Unicom has declined 16.5 per cent while China Telecom has retreated 20 per cent. “The key to their mid-to-long term valuation is their profitability outlook and dividend payouts, which are looking increasingly attractive after the sell-off,” Tsui added. Funds from the European Union, which has just concluded “in-principle” negotiations for a Comprehensive Agreement on Investment with China that would give EU investors greater market access in China, may be among the bargain-hunters, according to Tse at Wealthy Securities. Trump’s executive order would ban US investors from trading or owning securities of 35 blacklisted Chinese companies — 25 of them publicly traded in mainland China and Hong Kong — related to the Chinese military, indirectly funding such entities it deemed as a threat to national security. The US government has allowed investors up to November 11 to liquidate their holdings.? Wang Wenbin, a Chinese foreign ministry spokesman, said the move was politically motivated to stigmatise and discredit China’s policy of military-civilian integration. The decision will not only damage the interests of Chinese companies but also US and global investors. Major stock and index compilers including MSCI, FTSE Russell and S&P Dow Jones Indices have reacted by removing some of the blacklisted constituent stocks and bonds from their global benchmarks to adhere to the executive order.

To: Julius Wong who wrote (166598)	1/3/2021 7:09:21 PM
From: TobagoJack	Read Replies (1) \| Respond to of 219525

Re <<Sell CHL ... Buy BTC>> As in the case of CHL / 0941.HK Message 33119792 , opportunities coming up for the Team China oil majors, and for 0388.hk finance.yahoo.com that which shall inherit the trading volume from NYSE All thanks much to Team Trump largess. 2021 is shaping up to be a good start of year bloomberg.com China Oil Majors May Face U.S. Delisting After Telcos Cut Vinicy Chan 3 January 2021, 18:50 GMT+8 Chinese oil majors may be next in line for delisting in the U.S. after the New York Stock Exchange said last week it would remove the Asian nation’s three biggest telecom companies. China’s largest offshore oil producer CNOOC Ltd. could be most at risk as it’s on the Pentagon’s list of companies it says are owned or controlled by Chinese military, according to Bloomberg Intelligence analyst Henik Fung. PetroChina Co. Ltd. and China Petroleum and Chemical Corp., also known as Sinopec, may also be under threat as the energy sector is crucial to China’s military, he said. “More Chinese companies could get delisted in the U.S. and the oil majors could come as the next wave,” said Steven Leung, executive director at UOB Kay Hian in Hong Kong. At the same time, the impact of removing the telecom firms is probably minimal as they were thinly-traded in the U.S. and they haven’t raised much funds there, he said. The NYSE said it would delist the telecom operators to comply with a U.S. executive order imposing restrictions on companies identified as affiliated with the Chinese military. China Mobile Ltd., China Telecom Corp Ltd. and China Unicom Hong Kong Ltd. would all be suspended from trading between Jan. 7 and Jan. 11, and proceedings to delist them have started, the exchange said. China’s Ministry of Commerce responded on Saturday, saying the country would take necessary action to protect the rights of Chinese companies and it hoped the two countries could work together to create a fair and predictable environment for businesses and investors. The China Securities Regulatory Commission said Sunday that given their small amount of U.S.-traded shares the impact on the telecommunications companies would be limited and that they are well-positioned to handle any fallout from the delisting. “The recent move by some political forces in the U.S. to continuously and groundlessly suppress foreign companies listed on the U.S. markets, even at the cost of undermining its own position in the global capital markets, has demonstrated that U.S. rules and institutions can become arbitrary, reckless and unpredictable,” the CSRC said in a statement on its website. U.S. President Donald Trump signed an order in November barring American investments in Chinese firms owned or controlled by the military in a bid to pressure Beijing over what it views as abusive business practices. The order prohibited U.S. investors from buying and selling shares in a list of Chinese companies designated by the Pentagon as having military ties. China’s Foreign Ministry later accused the U.S. of “viciously slandering” its military-civilian integration policies and vowed to protect the country’s companies. Chinese officials have also threatened to respond to previous Trump administration actions with their own blacklist of U.S. companies. — With assistance by Max Zimmerman, and Gregor Stuart Hunter (Updates with CSRC statement in sixth-seventh paragraphs) Before it's here, it's on the Bloomberg Terminal. LEARN MORE

To: Julius Wong who wrote (166598)	1/4/2021 9:59:07 PM
From: TobagoJack	Read Replies (1) \| Respond to of 219525

Re <<Sell CHL>> ... am wondering what happened, like did core comrade Jinping read the riot act to the Trump, or announced proto-actions to do w/ delisting Team USA from rare earths supply chain? finance.yahoo.com bloomberg.com NYSE Says It No Longer Plans to Delist China Telecom Companies The New York Stock Exchange no longer intends to move forward with the delisting action in relation to China Telecom, China Mobile and China Unicom (Hong Kong), according to a statement, Bloomberg News reports. Issuers will continue to be listed and traded on the NYSE. More information is available on the Bloomberg Terminal.

To: Julius Wong who wrote (166598)	1/4/2021 10:20:02 PM
From: TobagoJack	Respond to of 219525

I never thought much big deal re delisting Team China China China shares, military-linked or otherwise I always reckoned whichever way it would be a nothing-burger for CHL as well as a win-win for self and 0388.HK Am asking the office to clue me in to anything Bloomberg breaking news has to say In the meantime, an editorial / opinion piece bloomberg.com Symbolism Is the Wrong Word for China NYSE Delisting Kicking three mainland telcos from U.S. exchanges sets a dangerous precedent. Tim Culpan 5 January 2021, 07:00 GMT+8 A political move that Beijing will be sure to reciprocate, in time. Photographer: Brent Lewin/Bloomberg LISTEN TO ARTICLE It’s easy to dismiss the forced delisting of three Chinese companies from the New York Stock Exchange as symbolism. Instead the move should be branded with a far more powerful word: precedent. When history is written, it won’t matter that China Mobile Ltd., China Telecom Corp. and China Unicom Hong Kong Ltd. were thinly traded telco stocks. The only thing people will remember is that the U.S. administration started it, leaving the door open for Beijing to follow suit. Also immaterial will be the fact that it happened in the dying days of Donald Trump’s bombastic presidency, bequeathing incoming chief Joe Biden with the fallout. Even China thinks the mechanics of this move are no big deal. In a statement Sunday, the nation’s securities regulator noted that these U.S.-listed depositary receipts account for no more than 2.2% of a company’s total shares. Investors weren’t so sure, however, driving the Hong Kong shares of these same companies down to lows not seen since 2006. Yet this unilateral action means that the supposed center of global capitalism doesn’t really see its financial markets as being an international asset for the world to use, but simply a domestic institution subject to U.S. laws and whims. That’s a blow for multilateralism and a huge win for a Chinese leadership that has already shown a willingness to disregard global norms in favor of asserting its own sovereignty above the interests of the international community. ( Exhibit A: building islands in disputed waters, causing environmental damage). Booting a strategic rival’s companies from the most important equities market in the world is the tragedy of the commons writ large. 1 First outlined by British economist William Forster Lloyd and later enunciated by noted American ecologist Garrett Hardin, the tragedy of the commons outlines how a public or shared resource can be ruined when one participant acts according to self-interest instead of the wider collective need. For decades, U.S. standards of accounting transparency, disclosure and market regulation have set the tone for how the global financial system works. Often this model has fallen short — as witnessed by the 2008 global financial crisis — but at the very least it has set a minimum level of acceptable behavior. (An eternal question remains as to whether bourses themselves could or should have been able to predict and avoid the debt crises of that era.) But now Washington has used its sovereignty as a reason to remove equal access to a global good, one which the world has relied upon for over a century. It’s likely Beijing will hold off on retaliation as it waits out the last few weeks of Trump’s presidency and shelves this development to use later as an example of Washington’s belligerence. Any move would likely revolve around banning U.S. imports. To be fair, the U.S. administration has been looking at delisting Chinese companies that fail audit and disclosure requirements, arguably a legitimate and right-minded move to bolster the financial system. Such is not the case with these three companies. Instead, they’re being kicked out due to their ties to the Chinese military. These are not the makers of weaponry, yet the U.S. has pointed to their role in building and operating infrastructure that enables China’s armed forces. Beijing is entirely correct when it labels the move political. After all, the U.S. isn’t delisting companies with military connections to Washington. The Trump administration is using the country’s international capital markets to further its foreign policy. Such an attitude may go over well with anti-China hawks and the America-First crowd cheering from the Rust Belt, but won’t help Washington win the bigger battle to rein in an increasingly assertive rival. Multilateralism is the greatest hope available. Instead, booting Chinese companies from its bourses sets unilateral point-scoring as a precedent. Tit-for-tat is something that Beijing will be more than willing to follow. To be clear, there are differences from the classical "commons" outlined by Hardin and others. The concept I outline here is more akin to the "digital" commons discussed by more recent scholars. This column does not necessarily reflect the opinion of the editorial board or Bloomberg LP and its owners. To contact the author of this story: Tim Culpan at tculpan1@bloomberg.net To contact the editor responsible for this story: Patrick McDowell at pmcdowell10@bloomberg.net Before it's here, it's on the Bloomberg Terminal. LEARN MORE

To: Julius Wong who wrote (166598)	1/4/2021 10:24:11 PM
From: TobagoJack	Respond to of 219525

By expression of 0388.HK, the signal seems to be that the war shall be sustained finance.yahoo.com

To: Julius Wong who wrote (166598)	1/4/2021 10:36:04 PM
From: TobagoJack	Respond to of 219525

Re <<CHL>> WS end-runs / betrays Team Trump? Still waiting on office Bloomberg - social-distance officering means somebody has to get to the &^%$TYgtfc12cking office bloomberg.com NYSE Scraps Plan to Delist Shares of Chinese Telecom Giants Shirley Zhao 5 January 2021, 10:43 GMT+8 The New York Stock Exchange said it will no longer delist China’s three biggest state-owned telecommunications companies, backtracking on a plan that had threatened to escalate tensions between the world’s largest economies. NYSE’s U-turn came just four days after the exchange said it would remove shares of China Mobile Ltd., China Telecom Corp. and China Unicom Hong Kong Ltd. to comply with a U.S. executive order. NYSE cited “consultation with relevant regulatory authorities” in a brief statement late Monday announcing the reversal. Shares of China Mobile, China Telecom and Unicom rallied on the latest development, rising more than 6% in Hong Kong trading. Calls and emails to the companies weren’t immediately returned Tuesday. On New Year’s Eve, NYSE said it would delist the companies to comply with a November order by U.S. President Donald Trump barring American investments in Chinese firms owned or controlled by the military. It was the first time an American exchange had announced plans to remove a Chinese company as a direct result of rising geopolitical tensions between the two superpowers. The move to delist the shares had heightened concerns about tit-for-tat sanctions on Chinese and American companies. The former have turned to the U.S. stock market for capital and international prestige for more than two decades, raising at least $144 billion from some of the world’s largest investors. Wall Street banks are particularly keen to see a ratcheting down of tensions after gaining unprecedented scope to operate in China last year. (Updates with background) Before it's here, it's on the Bloomberg Terminal. LEARN MORE

To: Julius Wong who wrote (166598)	1/4/2021 11:23:48 PM
From: TobagoJack	Read Replies (1) \| Respond to of 219525

Re <<BTC>> etc etc etc and blah blah blah ... etc etc etc etc blah blah blah

To: Julius Wong who wrote (166598)	1/4/2021 11:31:59 PM
From: TobagoJack	Read Replies (1) \| Respond to of 219525

Theatre of the Absurd, and Cinema of the Ridiculous I wonder what if anything happens to my shorted Puts on CHK, March expiration, Strike-27.50 zerohedge.com In Bizarre Flipflop, NYSE Ignores Trump Executive Order, Refuses To Delist China Telcos In a bizarre turn of events, NYSE has decided to reverse its previous decision (from last Thursday) to follow President Trump's Executive Order to delist three Chinese Telecom giants (China Mobile, China Telecom, and China Unicom Hong Kong) identified as "affiliated with the Chinese military". The investment ban will take effect on Jan. 11, just days before President-elect Joe Biden is due to be inaugurated, and according to NYSE on Thursday, trading in the three companies was to be suspended possibly as soon as Jan. 7 or as late as Jan. 11. [url=][/url] Maybe not so "strong" after all... But now, in a statement on parent ICE's website, NYSE reversed its previous stance: In light of further consultation with relevant regulatory authorities in connection with Office of Foreign Assets Control FAQ 857, available here, the New York Stock Exchange LLC (“NYSE”) announced today that NYSE Regulation no longer intends to move forward with the delisting action in relation to the three issuers enumerated below (the “Issuers”) which was announced on December 31, 2020. At this time, the Issuers will continue to be listed and traded on the NYSE. NYSE Regulation will continue to evaluate the applicability of Executive Order 13959 to these Issuers and their continued listing status. Hong Kong-listed China Telecom shares are soaring 8% on the news... [url=][/url] The NYSE's decision follows threats from Beijing: The ministry of commerce said in a statement that China will “take necessary measures to resolutely safeguard the legitimate rights and interests of Chinese enterprises,” according to the state-run Global Times. The commerce ministry said that the U.S. was “abusing national security and using state power to crack down on Chinese enterprises” and said the move was “not in line with market rules and logic, which harms not only the legitimate rights of Chinese enterprises, but also the interests of investors in other countries, including the US.” The Chinese Foreign Ministry also accused the U.S. of “viciously slandering” its military-civilian integration policies and vowed to protect the country’s companies. Chinese officials have also threatened to respond to previous Trump administration actions with their own blacklist of U.S. companies, but have so far failed to do so. So, the question is simple - did Xi yank Biden's leash over incriminating Hunter malarkey... and Biden promised NYSE he'll undo Trump's EO in three weeks anyway? Conspiracy theory? Or is the NYSE now in the habit of simply refusing to acknowledge a presidential executive order that warns of funding firms associated with the Chinese military? Seems like a strong stance for a stock exchange to take in the middle of such a tense geopolitical situation.

To: Julius Wong who wrote (166598)	1/5/2021 6:53:20 AM
From: TobagoJack	Respond to of 219525

Re <<CHL>> ... am guessing I shall be able to get out of short CHL March expiration Puts Strike-27.5 this night assuming the thing trades and wait to get back in after the general market collapse. If not, oh-well ... Shall try to get out but only if at large-enough profit finance.yahoo.com

To: Julius Wong who wrote (166598)	1/5/2021 6:12:32 PM
From: TobagoJack	Respond to of 219525

Re << CHL >> Following-up Message 33124311 Nothing-done. The profit was large-enough but I was too insistent on the off-loading conditions as I was trying to roll as opposed to just off-load. Oh well. In the meantime I expect a down-day for 0941.HK here in HK because the Keystone tribe has taken over the casino - very entertaining bloomberg.com NYSE Weighs Reverting to Original Plan to Delist China Shares Saleha Mohsin Exchange’s surprise announcement caught White House off guard The New York Stock Exchange is reconsidering its decision to halt the delisting of three major Chinese telecommunications firms after Treasury Secretary Steven Mnuchin told the Big Board he opposed its shock announcement to grant the companies a reprieve, said three people familiar with the matter. Mnuchin called NYSE Group Inc. President Stacey Cunningham Tuesday to express his disapproval, said the people who asked not to be named in discussing a private conversation. NYSE’s Monday announcement that it wouldn’t remove the companies -- China Mobile Ltd., China Telecom Corp. and China Unicom Hong Kong Ltd. -- caught some officials at the White House, Treasury and State departments off guard. It also sowed confusion among the regulators who had helped craft the order signed by President Donald Trump in November that requires American investors to unload Chinese businesses deemed as posing a threat to U.S. national security. NYSE first announced it would delist the companies on New Year’s Eve. The remarkable back-and-forth -- along with opaque statements from Treasury’s Office of Foreign Assets Control on how soon action was required and which securities would be affected -- has confounded U.S. brokers and asset managers, and triggered uncertainty for traders across the globe. The NYSE’s initial decision was meant to comply with the order but the exchange changed course when it became unclear that the companies were actually banned, according to people familiar with the matter. If and when the exchange receives confirmation from the government about what’s prohibited, it will move forward with delisting, the people said. Treasury may provide further clarification through OFAC, one person said. Read More: NYSE Abruptly Reverses Plan to Delist Three Chinese Telecoms NYSE and Treasury spokespeople declined to comment. Treasury released a document Monday that offered clarifications on the order hours before the exchange announced its decision to not delist the companies. Ongoing UncertaintyThe possibility that the firms will still be delisted means financial markets are likely to face further disruptions from Trump’s crackdown on Chinese companies. China Mobile, China Telecom and China Unicom all rallied Tuesday, with investors concluding that the NYSE’s reprieve indicated tensions might be easing between Washington and Beijing. The order signed by Trump is still scheduled to take effect on Jan. 11 -- nine days before he leaves office. An official working on Joe Biden’s transition declined to comment on whether the president-elect would reverse it. If Biden leaves the order in place, U.S. investment firms and pension funds would be required to sell their holdings in companies linked to the Chinese military by Nov. 11. And if the U.S. determines additional companies have military ties in the future, American investors will be given 60 days from that determination to divest. Trump’s AttacksSince the start of the coronavirus pandemic, the Trump administration has ramped up its attacks on China, imposing sanctions over human-rights abuses and the nation’s crackdown on Hong Kong. The U.S. has also sought to sever economic links and deny Chinese firms access to American capital. Hard-liners in the administration -- among them Secretary of State Michael Pompeo and White House trade adviser Peter Navarro -- have warned investors for months that Chinese companies could be delisted from U.S. exchanges. As far back as August, a senior State Department official, Keith Krach, wrote a letter warning universities to divest from Chinese firms ahead of possible delistings. One of their arguments was that the Chinese companies don’t adhere to internationally accepted accounting practices. The other argument, laid out in Trump’s November executive order, is that many Chinese companies have links to China’s military and pose a threat to American national security. — With assistance by Jennifer Jacobs, Benjamin Bain, and Nick Wadhams Sent from my iPhone