We Are Investment Artists! (AAPL,GLD,TSLA)

We Are Investment Artists! (AAPL,GLD,TSLA) We at Normandy prefer the use of options because of the (mostly) limited liability involved in their use, as well as the wide variety of strategies and structures they afford the interested trader to employ. Nearly any price projection you might make has at least one corresponding options strategy available to profit from. In short, options are, in our view, the premiere weapon for the prudent investor in this age of increasing financial and geopolitical uncertainty. We mention this now, because we’ve clearly entered a period in which excesses in valuation and government intervention have made predicting market moves a far less quantitative operation – less scientific, if you will…

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Sit Down and Prepare for an Explosive Bull Movement! (QQQ,TSLA)

Sit Down and Prepare for an Explosive Bull Movement! (QQQ,TSLA) In last week’s Options Trader Elite, fellow scribbler Matt McAbby discussed the current state of the commodities and left you with a trade on the entire complex using DBC as the underlying. His discussion included closer looks at oil and gold, among other things, and suggested a breakout in either or both was just a matter of time. Today, we want to revisit his work and take a slightly different tack with regard to crude oil in particular, because we believe there could be a lead-laden shotgun trade for anyone who points his investment weapon in the right direction. So, to review… Geopolitics We’re sitting…

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Stoking the Commodities (DBC)

Stoking the Commodities (DBC) Last fall, we suggested that by year end America would either be engaged in military hostilities of some sort with North Korea or would come away embarrassed, chastened and looking every part the fool. It didn’t happen, of course, because a back channel for negotiations was eventually set up, and North Korea is now openly suggesting it would give up its nuclear program under the right conditions. Is it a victory for the bombastic ones in the administration, who threatened and cajoled and all the while turned up the temperature on North Korea? Time will tell. It’s hard to say at this point who was bluffing, who was buying time, and…

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She Thought She Was Going to The Dentist… (TSLA,QQQ)

She Thought She Was Going to The Dentist… (TSLA,QQQ) When I was young I had a friend whose father used to repeat the same lesson to him over and over again. His dad was an Englishman, so it helps to hear his words with that distinct pompous accent that accompanies so many who hail from the Land of the Rose. He used to say: The only ship you should never embark upon is a partnership. Can’t tell you how many times I heard that. As it turns out, we parted ways when I was 11 or 12, but my buddy (we’ll call him Denny) grew up to be a professional thief. I read about him…

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Where The Markets Meet War (SPY,NOC)

bs’d Where The Markets Meet War (SPY,NOC) There are days to be thankful for, friends. And this is one of them. For all that we have (and don’t really deserve), we should bend over backward and thank our tormentors. For all that we want and still haven’t gotten (and really don’t deserve, either), hold on a bit. For in the end, there’s little doubt that the greatest of all Supreme Court Justices will bestow upon us our worldly dessert in the most precise and poignant manner. And may he do so doubly to our enemies! Revenge and the Making of Foes It’s hard to figure where the current round of trade wars will end. There…

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Neither Here Nor There (QQQ,TLT,FB,IEF,SPY)

bs’d Neither Here Nor There (QQQ,TLT,FB,IEF,SPY) It happens all the time. The Mrs. goes out to buy some fish for Friday, and the boys and I are left lunchless, waiting all afternoon for the car to pull into the driveway. Sheesh. Not that we object to her having a few hours with Meave down at the Brutus Café on Plympton St. And I can certainly whip up a round of tomato, mayo and cheese sandwiches that the lads are downright fond of… But in the meanwhile, we still get to worrying. Oh, she’s never delayed too long – and certainly the habit is so common now that we should have faith that all’s well, and…

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The Balsa Wood Festival (TSLA,GFI,AU)

The Balsa Wood Festival (TSLA,GFI,AU) When I was a kid, it was all the rage to build balsa wood gliders and send them sailing down the 70 foot drop at Dead Man’s Hill in Eglinton Park. The things never lasted more than four or five trips; they were balsa wood, after all. But watching them soar was a thrill. And if the winds were just so, and the balance and design were good, those contraptions were for us an awe and a wonder on par with the ten plagues. The crash-ups were equally exquisite. Those golden moments of silence when my buddies and I waited for our aircraft to finally touch down were the most…

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Debauch of Self-Referential Verbiage! (FB,QQQ)

Debauch of Self-Referential Verbiage! (FB,QQQ) We’ve written literally dozens of letters in this space on the role of Facebook (NYSE:FB) in the market – and in the world at large. In fact, it was just months after the IPO was offered and the shares were trading in the $20ish range that we wrote As Goes Facebook, So Goes the World as part of our ‘Bourbon and Bayonets’ letter series. In that particular letter, we first introduced you to our thinking on the company. Thus spake fellow Normandy scribbler Matt McAbby back in May, 2013 – And five years later, that about sums up what happened – including the oxygen-deprived mockery part. But there’s more. This…

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Turn Tide, Turn! (TLT,LVNTA,SPY)

Turn Tide, Turn! (TLT,LVNTA,SPY) We file these reports on a strict weekly deadline. No matter what happens, we’ve committed ourselves to arriving at your inbox on time, week in, week out, every Thursday by noon. And, of course, it’s tough nuts to us if we have to offer a trade in the midst of a major market selloff. Lord knows how tough it is to read markets while a storm of volatility is crashing down upon us, just like that which appears to be at our doorstep. We have a few options available when this happens, to be sure. We can refocus on a calmer quarter of the investment world and attempt a trade where…

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Spies and Spycraft (FB,XLK)

Spies and Spycraft (FB,XLK) There’s lots to report today, so sit back and grabba java. We start with the following but of pithy wisdom straight from the leaders of our fair firm’s investment advisory board. And it goes like this – The more secrecy that exists in a state’s apparatus, the weaker the state is, and the more vulnerable it becomes to a widespread revolt or armed insurrection. Commit that to memory. We offer it up today, not only because our own fair commonwealth has far too much backroom subterfuge and chicanery, but more worrisome, because we’re moving in the wrong direction! We’re being ever more scrutinized, bureaucratized, analyzed and plain old watched – particularly…

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