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Gold/Mining/Energy : Big Dog's Boom Boom Room
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To: CommanderCricket who wrote (71872)9/25/2006 6:20:36 PM
From: quehubo   of 206270
 
Back to holding core positions and trading 1/3 to 1/2 of it seasonally. What was I thinking?

This is my present mode of varying my loading. I made the same mistake in early 2002, saying I was too busy and it was not worth the effort.

Mid August I decided what are the chances of no hurricane impact and is it worth sitting 100% loaded if not hurricanes save the day?

As it turns our no GOM action and a bearish cool September.

I want to buy now, I am not so concerned on the oily side. But the gas side is very difficult to understand.

I think some production is already being held back, so we could be getting bearish injections now with weak draws when the cold arrives.

We have a LONG way to the first draw. Every body and there brother wants to get on the ng upswing. One good private forecast for a cold November would be a market mover IMO.
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