China dilemma

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AstuteShift
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Re: China dilemma

Post by AstuteShift »

SOLs updates on to get puts on TSLA and especially BABA was incredible

BABA got decimated, only a matter of time for TSLA to reach the same fate

Hopefully in the 4th quarter he posts some short/puts plays, the 4th quarter can a legendary one where you gain massive on the way down and buy the cheap stocks lolol
bpcw
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Re: China dilemma

Post by bpcw »

SOL wrote: Thu Sep 02, 2021 7:34 am
stefk wrote: Wed Sep 01, 2021 6:22 pm Well Sol, to say the truth, I never ever thought I could one day imagine being obliged to leave my country. Today is the first day I imagine this. Its very difficult for me, Im attached to my region, it would be a heartbreak to leave my garden, ten years work to become a real permacultural gardener, my fruit trees, my dogs, my animals, all my life is here. I am not a cosmopolitan citizen. I would prefer to fight to preserve our liberty, but I am alone. All my neighbours are brainwashed, all my coworkers are brainwashed, they trust the government, I dont want to discuss with them anymore.

Thank you for your two cents, Sol. Greece would be an option, fabulous country and people, but its also a leftist government there. Enfin, I am a little bit lost, I am going to drink a glass of a good japanese whisky.......Tomorrow will be better........
I know how you feel. I never thought I would leave NY but things changed so much, it was like I was an alien there. However, remember the old saying what does not kill you only makes you stronger. If you go to the right places you can build your garden again and hire cheap labour to do the job for you. In Greece it could be cheap and even cheaper in Turkey and even less in many parts of Asia. I would have mentioned Cambodia to you as there are many Frenchmen there but I found it to be a dump. Dalat on the other hand is has many European Elements and the food and weather are fantastic

Here is a view of the Island of Rhodes or as some people call it Rhodos. There is a nice old bazaar there where the 1000-year-old walls still stand. What a fantastic place to be in.
Been to Lindos twice, both lads holidays but loved the place, small intricate cobbled streets, the Acropolis with fantastic views at the top.

Stefk/Sol, my wife and I do outreach into a deprived area of our town, the people are already suspicious of authority and government institutions etc. as they are generally shafted time and time again, they are far more open to alternative narratives of what is happening. I think because they do not have much to lose and are less likely to have the desire to conform with the mainstream that they are more open to truth, whilst most of society have vested interests and fear losing their perceived positions of status. That's why Jesus found them the most fertile soil (gardening pun intended)! :D Not sure what you can do with this but thought I would mention it!
The person without the Spirit does not accept the things that come from the Spirit of God but considers them foolishness, and cannot understand them because they are discerned only through the Spirit.
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Triplethought
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Re: Long CCP, Short Brandon ...

Post by Triplethought »

Yodean wrote: Sun Mar 13, 2022 1:50 am
scremonini wrote: Sat Mar 12, 2022 10:32 am Will we ever see BABA above USD 300 again?
Personally I am still very hopeful considering good fundamentals and growth market trajectory, but I would welcome other people's view as there hasn't been said much on the topic lately.
For me personally, my Chinese allocation is a strategic one, not a tactical one. I have fairly large allocations to Chinese Amazon (BABA), Chinese Skynet (TCEHY), and Chinese Baby Skynet (BIDU), as well as Chinese Dow (FXI). Been buying the dips all the way down to present levels, first in large lots, now small ones.

It may take 3 to 5 years to see massive profits. I am not too worried. No point in selling now, lol.

However, if Mr. Jack Ma fails to make a public appearance at least once a year (i.e. he gets assassinated), then I will immediately start selling some BABA on every rally ...
Yah I've been skittish about Chinese stocks for over a year. It was against my better judgement to buy MOMO as part of the MU portfolio. Sure enough it's suffering. As are most of our plays. Maybe I'll take your strategic view and hope that they come back in 5 years
Current atmospheric levels of CO2 (400ppm) are much lower than 500 million years ago (3000-9000ppm).
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Yodean
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Re: Long CCP, Short Brandon ...

Post by Yodean »

Triplethought wrote: Mon Mar 14, 2022 5:17 pm Yah I've been skittish about Chinese stocks for over a year. It was against my better judgement to buy MOMO as part of the MU portfolio. Sure enough it's suffering. As are most of our plays. Maybe I'll take your strategic view and hope that they come back in 5 years
My GDOAB (GrandDaddy Of All Buy) signal was just triggered for Chinese Skynet (TCEHY), Chinese Baby Skynet (BIDU), Chinese Amazon (BABA), and Chinese Dow (FXI). So I bought more. Approaching $1 million USD in margin, lol ... swimming in this Sea of Red ...
Buy Fear, Sell Euphoria. The Neonatal Calf undergoes an agonizing birthing, while the Bear falls into hibernation.
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Re: Long CCP, Short Brandon ...

Post by Triplethought »

Yodean wrote: Mon Mar 14, 2022 5:50 pm
Triplethought wrote: Mon Mar 14, 2022 5:17 pm Yah I've been skittish about Chinese stocks for over a year. It was against my better judgement to buy MOMO as part of the MU portfolio. Sure enough it's suffering. As are most of our plays. Maybe I'll take your strategic view and hope that they come back in 5 years
My GDOAB (GrandDaddy Of All Buy) signal was just triggered for Chinese Skynet (TCEHY), Chinese Baby Skynet (BIDU), Chinese Amazon (BABA), and Chinese Dow (FXI). So I bought more. Approaching $1 million USD in margin, lol ... swimming in this Sea of Red ...
Big Brass balls. Humm I need to think about these. BABA is Not yet 50% down so I wouldn't say down any more than some of our tech stocks like COUP etc. and if Jack Ma is being punished I'm not sure about BABA. FXI makes more sense. I think I'll do a 1/4 lot and see if you are full of shift or not. :-)
Current atmospheric levels of CO2 (400ppm) are much lower than 500 million years ago (3000-9000ppm).
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Re: China dilemma

Post by Yodean »

Image
Buy Fear, Sell Euphoria. The Neonatal Calf undergoes an agonizing birthing, while the Bear falls into hibernation.
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Re: Long CCP, Short Brandon ...

Post by purgolder83 »

Yodean wrote: Mon Mar 14, 2022 5:50 pm

My GDOAB (GrandDaddy Of All Buy) signal was just triggered for Chinese Skynet (TCEHY), Chinese Baby Skynet (BIDU), Chinese Amazon (BABA), and Chinese Dow (FXI). So I bought more. Approaching $1 million USD in margin, lol ... swimming in this Sea of Red ...
That upset-stomach feeling you get when you wait a day too long to jump on one of Yodean's recs. Next time!
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Re: Long CCP, Short Brandon ...

Post by Yodean »

purgolder83 wrote: Wed Mar 16, 2022 3:50 pm That upset-stomach feeling you get when you wait a day too long to jump on one of Yodean's recs. Next time!
Lol, thanks, I'll take it ... but when you make as many off-the-cuff projections as I do, some of them are bound to come true.

The real key to being profitable is betting AGAINST YoungAnakin - you almost can't lose!

:lol:
Buy Fear, Sell Euphoria. The Neonatal Calf undergoes an agonizing birthing, while the Bear falls into hibernation.
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Re: Long CCP, Short Brandon ...

Post by jlhooter »

Yodean wrote: Wed Mar 16, 2022 4:27 pm
purgolder83 wrote: Wed Mar 16, 2022 3:50 pm That upset-stomach feeling you get when you wait a day too long to jump on one of Yodean's recs. Next time!
Lol, thanks, I'll take it ... but when you make as many off-the-cuff projections as I do, some of them are bound to come true.

The real key to being profitable is betting AGAINST YoungAnakin - you almost can't lose!

:lol:
Tripple T has $500 riding on that comment.
Just because 95% is doing it doesn't make it right
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Re: Long CCP, Short Brandon ...

Post by Yodean »

jlhooter wrote: Wed Mar 16, 2022 4:45 pm Tripple T has $500 riding on that comment.
https://youtu.be/CLS7SfGwcVk
Buy Fear, Sell Euphoria. The Neonatal Calf undergoes an agonizing birthing, while the Bear falls into hibernation.
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Re: China dilemma

Post by SOL »

Another opportunity will come for China and the USA in the 4th quarter when the real massacre (at least for those that fail to see the opportunity) will occur with a high probability of triggering FOAB
When the words short term appear under any post; the same conditions listed in the Market update under the short term category apply

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