Latest from South Asia Morning News/Politico Confirms our Thesis
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June Update--Dead in the Water Till Fed Meeting/Comments then G20 Meeting
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We have been deep in the weeds on gaming out Huawei Blacklisting
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This is a Game of Thrones Market & Stocks Just Got the Dragon Flame
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Game of Thrones Stock Market
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More 18-20% ish yield + 20% Upside this time with ZERO taxable income!
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How about a no-brainer—40% in 2019 IF you act by end of tomorrow
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Powell did raise, did keep QT and then blew most confidence away with hawkish remarks then the White House #Idiocracy snuffed out the rest
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Is the China/US Trade dispute a battle or a war?
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End of Year Tax Loss Selling Hits High Gear
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And we thought the out of the $180 Put options were too expensive—aargh!
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What Counts is the Rate of Change of the Rate of Change
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The Inflation/Higher Rates Camp Is the Winning Camp
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The Bond Crash And Our Super Sectors/Stocks
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We have built a LOT of cash with our profit taking...let's put some to work
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We are taking HUGE profits in All Semi Equipment/MU Positions
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We hit $25 target TOO Fast--SELL two positions and hedge #3
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Our 3X AMD Position up 104% in 2018--new target $$25
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Our 3X AMD Position up 92% in 2018--new target $23-$25
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"Freaky Friday" RISK Comes WAY Down
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