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


To: Maple MAGA who wrote (216301)9/3/2025 3:52:43 AM
From: TobagoJack  Respond to of 217618
 
re <<Independent confirmation: ... Potential impact:>>

I am already satisfied that (a) there is an issue, (b) can be quite big, (c) even systemically toxic, and (d) especially if considered in concatenation with whatever might be happening in UK, and France, primarily, and (e) Germany and Japan also.

The friend I contacted to check on the situation is responsible directly / indirectly for 20% of my NAV to date, a bond guy who is also conversant in currencies, partner is a big-enough-deal, and has a whole bunch of same for clients, all engaged together on weekly calls.

He noted back on 31st August, and good-enough for me

Will the issue go anywhere? who can know, can successively bigger paper bags contain a flaming pile of cr@p ? let's see ... in the meantime I progressively add long-Puts on QQQ and TSM, both of which can gain by other factors, whereas friend is doing whatever but includes long CHF the currency

in any case am enthusiastic