Iowa Golfer

I should have noticed this but I didn’t:

“ A grand jury in the Eastern District of Virginia…..”

Latest order arrived today.

Trinidad Espiritu #1

Dunbarton Red Meat Lovers

Joya de Nicaragua Antano 1970

Tatuaje Havana. VI

Also trying out a variety of full bodied cigars, mostly pepper bombs, but also some aged maduros, from this firm in Austin, Texas. I did some research into their blends, and I think, don’t know, I’ll be happy.

LINK /

Got it there.

Silly.

NTY

Volatility trade has been done for a while for me.

Wondering at what price level BTC to average up and acquire more physical?

Mentioned natural gas short being a trade, closed out yesterday and doubled my investment. Of course if I would have held until today it would be triple, but expiry was hte 17th, so never complain about taking a profit I guess. Still, I look, and it hurts.

I thought I would short (long puts) VIX today. Goodness they are expensive. Out of curiosity I looked a bit at calls also, those are pricey right now also.

Southern Draw is another cigar where AJ collaborated. Which means I'll try it. I looked and they are a bit more difficult to get.

How long do you let your cigars rest after arrival?

I'll will say Katman generally likes more bold flavored cigars, so I do pay some attention. My understanding is he has had some health issue, is older, and doesn't post new reviews. I'm not sure.

Reviews are helpful to an extent, but eventually I need to smoke the cigar to make my personal decision.

I forget what I had this morning, but it's on the list above. I just lit a LFD Chapter 1. My concern is that it seems to be slightly over humidified.

I'm not sure how that happens. I have a refrigerator humidor, and two Tupperdors. I suppose I probably have at least 100-200 cigars on hand, and another 20-25 down in Florida.

Bump an old thread.

I've started to keep a list. Basically since I smoke a cigar and then forget about it.

I've learned to retrohale.

I must not have as refined tastes as others, but I enjoy what I think is chocolate, and favorite flavor profile is pepper (as strong as I can get)

I'm not a huge fan of Katman. I never know if he is reviewing a cigar, or a porn film.

Anyway, I most enjoy AJ Fernandez, Pepin, Espinosa and cigars in that arena.

I see Erik Espinosa at an Italian social club I frequent in Florida in the winter.

I recently rediscovered Padron cigars. In an odd twist, their naturals are more peppery than their maduro.

Here is my list. It's not all inclusive becuase it's a recent creation with ongoing additions and edits.

Murcielago (Yes)

Carillo Encore Black (Yes)

Ramon Allones (Yes)

AJ Laranja Reserva Escuro (Yes)

Punch Diablo (Yes)

Diesel Unlimited (Yes)

Cain F (Yes)

Oliva Master Blend #3 (Yes)

Espinosa Knuckle Sandwich Habano (?)

Espinosa Knuckle Sandwich Maduro (Yes)

Trinidad Espiritu Series No. 2 (Other Series?) Toro (Yes)

Camacho Triple Maduro (Yes)

My Father La Opulencia (Yes)

My Father The Judge (Yes)

My Father Le Bijou 1922 (Yes)

My Father La Promesa (Yes)

My Father Flor De Las Antilles (Yes)

Megilla (Yes)

Padron 1926 Natural & Maduro (Yes)

Hoyo La Amistad Black- AJ Fernandez (Yes)

E.P. Carrilo La Historia (Yes)

AJ Fernandez Viva La Vida (Yes)

Don Pepin Garcia Blue Imperiales (Yes)

Don Pepin Garcia Cubanan Classic 1950 Toro (Yes)

Oliva G (Yes)

Roja's Statement (Yes)

Joya de Nicaragua Antano 1970 (Yes)

Tatuaje Havanna VI #3 (Yes)

La Palina KB III (Yes)

Aging Room Quattro Nicaragua (Yes)

Jaime Garcia Reserva Especial (Yes)

All Erik Espinosa

All AJ Fernandez

All Pepin

All Jaime Garcia

Ave Maria Dark Knight (Yes)

CAO Mortal Coil (Yes)

E.P. Carillo Pledge of Allegiance (Try)

AJ Fernandez San Lotano (Habano & Maduro?)

E.P. Carillo Pledge (?)

E.P Carillo Allegiance(?)

Tatuaje T100 (Try)

Tatuaje Tattoo (Try)

Kristoff Pistoff (Try Again)

Punch (Which to Try?)

Raymond Pages (Which to Try?)

Jerico Hill (Which to Try?)

Liga #10 (Try Again)

AJ El Pulpo (Try Again)

Ashton VSG (Try Again)

Herrera Esteli Miami (Try)

LFD Oro Tubo (Try)

AJ New World (Try Again)

AJ Virrey (Try)

CAO Thunder Smoke (No)

RP Disciple (Try)

RP Decade (Try)

Boneshaker (Try Again)

Padilla Reserva (?)

Antihero Animus (?)

Cu Avana Punisher (?)

Man O War Ruination (Try Again)

Warped Nicotina (Try)

Ozgener Family Cigar Pi Synthethesia Red L.E (Try)

My Father La Promesa Robusto Grande (Try)

Esteban Carreras 10 Anos Maduro (No)

Record Bond No. 5 (No)

Record Bond Edition Limitade Mark I (No)

RP Winter Collection (No)

The most recent cigar that I've rediscovered is the AJ Laranja Reserva Escuro. There are actually three, the Laranja Reserva, Laranja Reserva Escuro, and Laranja Azulejo, and if I recall correctly they are all very, very good. Inexpensive when on sale also.

I smoke daily, and many days have 2 or 3.

Someone told me once, and it holds true with a lot of things other than cigars, that a good cigar is a cigar you enjoy.

I might be caught in a bull trap on my last (long call 3/21/25) BTC volatility trade.

For those that remember BOIL has Become Predictable, I looked at natty gas supply (EIA gas in storage) and what appears to be overpriced natural gas and went short (I layered up leap puts). Some of you might want to take a look at gas in storage 5 year averages, upcoming warm weather, increased supply, etc. It's a speculative play.

Back to BTC. First, I'm not a technical trader or very good chart reader, I'm long physical BTC at a favorable cost basis. My volatility trades are just a way to generate some income around what I own.

All this posted, some not germane to BTC, if I'm long BTC at $22K, what say you about a good entry point to acquire more physical, and what you would find an acceptable cost basis? My thoughts, based on nothing right now, is to acquire until I've averaged up (painful) to $50K.

Regarding the volatility trade, do the guys on here that do this think it might finally be over?

Long March options.

US Gov owns stock now. Certainly did after the mortgage meltdown. Interesting to see who supported it back then and who doesn’t support it now.

It was mostly preferred shares after the mortgage meltdown.IIRC.

I think they also still hold an equity stake in Fannie and Freddie.

Only reason I post this is I’m entertained by the flip flopping that is gong to occur on here, because several were in favor of taking equity then, and don’t seem to be excited about it now.

But it’s different this time. Sure it is.