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Politics : High Tolerance Plasticity

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To: upanddown who wrote (1537)	3/13/2001 7:40:55 PM
From: excardog	Read Replies (1) of 23153

John We were -12 million a few weeks ago and the following week was also -. Added together the 2 numbers probably balance out with the past couple weeks. So the fog may have been the answer. Gasoline is where my attention is focused. Those expecting a slowdown/recession are assuming a slow down in gasoline use. I tend to lean in the opposite direction and expect an increase. Why? I'm seeing less air travel being offset with more drive trips. Just a hunch on my part but if I were trading futures (wife won't let me anymore) I'd be long June or July gasoline. Maybe with a crude put hedge, just for safety. On the natural gas side read that Calpines CEO expects LNG to help the supply demand equation. We should probably be on the lookout in that arena for future investment opportunities. All ideas welcomed on the LNG side. Plenty of time to do dd since my cash levels are high. Luck to all

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