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Gold/Mining/Energy : Big Dog's Boom Boom Room
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To: CommanderCricket who wrote (84517)5/15/2007 9:26:57 AM
From: jils   of 206180
 
cc....can you imagine the scuttle when the first named storm enters the GOM.......

the window of the "shoulder season" is closing, however, i do think the next few weeks leading into july 4th may give the trader with generous cajones an opportunity.

keeping long positions in NG (EPEX, HK, BZP) and refiners FTO/MRO while net short on TSO. no positions in drillers but a building position in OSX October puts.

looking at the metals as the HUI drifts towards lower 300's

best
joe
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