Thanks for sharing. I have been short tesla with good results. Looks like it'll be a bumpy ride, to selling ATM strangles & being long TSLQ is what I plan to follow. And being long TLT - first phase of high inflation looks done for now. When fed make the second mistake, it'll probably come back roaring. Might do Long India Short SPY trade if dollar index appears to have flattened.
Hi man, thanks for sharing all of this with us. I just had a look at Lion Rock: what bother me is that they were at 5x earnings, 7% dividend when China was sexy. You have dig deeper so I can't pretend bringing much, but they would need to really succeed in their expansion to make it worth. Or a very quick repricing yeah. But Hong-Kong is definitely a fertile ground at the moment. Cheers and happy NY !
Hi Mat, just discovered your substack through Twitter. LatAm oil and nvda short are actual plays for me as well, so I was very happy to see escpecially your nvda short. Best greetings and happy Christmas!
Thanks for sharing. I have been short tesla with good results. Looks like it'll be a bumpy ride, to selling ATM strangles & being long TSLQ is what I plan to follow. And being long TLT - first phase of high inflation looks done for now. When fed make the second mistake, it'll probably come back roaring. Might do Long India Short SPY trade if dollar index appears to have flattened.
Hi man, thanks for sharing all of this with us. I just had a look at Lion Rock: what bother me is that they were at 5x earnings, 7% dividend when China was sexy. You have dig deeper so I can't pretend bringing much, but they would need to really succeed in their expansion to make it worth. Or a very quick repricing yeah. But Hong-Kong is definitely a fertile ground at the moment. Cheers and happy NY !
Hi, was wondering why the Silver miner portfolio you are constructing does not include Fresnillo Plc (FRES.UK)? http://www.fresnilloplc.com/who-we-are/our-story/
Hi Mat, just discovered your substack through Twitter. LatAm oil and nvda short are actual plays for me as well, so I was very happy to see escpecially your nvda short. Best greetings and happy Christmas!