Fundmanagerthrwawy Posted March 9, 2022 Share Posted March 9, 2022 Added to my JPM position. Has anyone else? Is there a topic on JPM on this forum? Link to comment Share on other sites More sharing options...
meiroy Posted March 9, 2022 Share Posted March 9, 2022 Commodities. https://theovershoot.co/p/the-implications-of-unrestricted?s=r Link to comment Share on other sites More sharing options...
meiroy Posted March 9, 2022 Share Posted March 9, 2022 3 hours ago, Fundmanagerthrwawy said: Added to my JPM position. Has anyone else? Is there a topic on JPM on this forum? I'm keeping an eye on it but there's so much uncertainty, who knows what they're exposed to. What's the hurry? GS is the king of commodities, at least while Blankfein was around and they indeed reduced their exposure but Lloyd is probably still around in spirit... Link to comment Share on other sites More sharing options...
Gregmal Posted March 9, 2022 Share Posted March 9, 2022 Shorted some OTM puts on OXY and XOM Link to comment Share on other sites More sharing options...
Dinar Posted March 9, 2022 Share Posted March 9, 2022 51 minutes ago, Gregmal said: Shorted some OTM puts on OXY and XOM If you do not mind my asking, why and what maturity? Thank you. Link to comment Share on other sites More sharing options...
Gregmal Posted March 9, 2022 Share Posted March 9, 2022 ~10% OTM and a month or less til expiration. With VIX over 30 you're getting paid extremely well and if you get put the shares the valuations are still favorable. Link to comment Share on other sites More sharing options...
boilermaker75 Posted March 9, 2022 Share Posted March 9, 2022 On 3/4/2022 at 2:25 PM, boilermaker75 said: Wrote a couple of MSGE 65-strike March 18 puts for $0.90 per share. I have limit orders in for more at higher prices. I echo GFP with thanks to Gregmal for calling our attention to EBAY. One I also haven't thought about for a while. Wrote some MSGE 70-strike March 18 puts for $0.90 per share. Link to comment Share on other sites More sharing options...
boilermaker75 Posted March 9, 2022 Share Posted March 9, 2022 wrote OXY 53-strike, March 11 expiration puts. Link to comment Share on other sites More sharing options...
lnofeisone Posted March 10, 2022 Share Posted March 10, 2022 Bought some KWEB calls. Seems like everyone is taking a beating on all things China so I may as well join the club. Link to comment Share on other sites More sharing options...
hillfronter83 Posted March 10, 2022 Share Posted March 10, 2022 21 minutes ago, lnofeisone said: Bought some KWEB calls. Seems like everyone is taking a beating on all things China so I may as well join the club. Chinese stonks are new Russia stocks. Link to comment Share on other sites More sharing options...
Gregmal Posted March 10, 2022 Share Posted March 10, 2022 EBAY and PCYO adds Link to comment Share on other sites More sharing options...
Spekulatius Posted March 10, 2022 Share Posted March 10, 2022 (edited) 1 hour ago, hillfronter83 said: Chinese stonks are new Russia stocks. I am going to explain to my grandkids why investing my money in communist and totalitarian countries is a great idea one day. Edited March 10, 2022 by Spekulatius Link to comment Share on other sites More sharing options...
fareastwarriors Posted March 10, 2022 Share Posted March 10, 2022 (edited) more $CLPR . confirmation bias? Manhattan Apartment Rents Soar to Record High With Demand Fierce February’s median of $3,630 is 7.1% above pre-pandemic level Concessions become rare as tight inventory fuels competition https://www.bloomberg.com/news/articles/2022-03-10/manhattan-apartment-rents-soar-to-record-high-with-demand-fierce Edited March 10, 2022 by fareastwarriors Link to comment Share on other sites More sharing options...
formthirteen Posted March 10, 2022 Share Posted March 10, 2022 Added to ALCO yesterday. Link to comment Share on other sites More sharing options...
fareastwarriors Posted March 11, 2022 Share Posted March 11, 2022 2 hours ago, formthirteen said: Added to ALCO yesterday. Any new development here lately or just adding to add? Link to comment Share on other sites More sharing options...
dealraker Posted March 11, 2022 Share Posted March 11, 2022 Given I both despised Jack Welch and have spent years making comedy over GE's financial statements...the shocking truth is that I did this: 03/07/2022 Buy 1000 GEPopup GENERAL ELEC CO NEW @ $87.7007 Link to comment Share on other sites More sharing options...
WhiteFalcon Posted March 11, 2022 Share Posted March 11, 2022 Here is an idea (EPAM US): https://valuepunks.substack.com/p/deep-dive-epam-systems-epam-us?s=r Link to comment Share on other sites More sharing options...
ourkid8 Posted March 11, 2022 Share Posted March 11, 2022 A little bit more of BABA Link to comment Share on other sites More sharing options...
Gregmal Posted March 11, 2022 Share Posted March 11, 2022 3 hours ago, fareastwarriors said: Any new development here lately or just adding to add? Florida freeze being a nothing burger is the only recent development. Oh yea, and you’re gonna see some land sales soon. Link to comment Share on other sites More sharing options...
formthirteen Posted March 11, 2022 Share Posted March 11, 2022 7 hours ago, fareastwarriors said: Any new development here lately or just adding to add? Had some cash and conviction in the stock, so decided to add. It feels safer to own shares backed by land in Florida compared to VIE contracts in the Cayman Islands. Chinese stocks will be fine and will likely outperform, just a personal preference right now to own stocks backed by real assets. Link to comment Share on other sites More sharing options...
kab60 Posted March 11, 2022 Share Posted March 11, 2022 More IPCO the other day... Link to comment Share on other sites More sharing options...
hasilp89 Posted March 11, 2022 Share Posted March 11, 2022 4 hours ago, kab60 said: More IPCO the other day... same have been buying this. Link to comment Share on other sites More sharing options...
lnofeisone Posted March 11, 2022 Share Posted March 11, 2022 Added a little to VET. Link to comment Share on other sites More sharing options...
Value_Added Posted March 11, 2022 Share Posted March 11, 2022 Added to BKEP below the $3.32 offer to reduce my basis a bit. Link to comment Share on other sites More sharing options...
LC Posted March 11, 2022 Share Posted March 11, 2022 Sold adobe puts - Oct'22 - 260 strike. Link to comment Share on other sites More sharing options...
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