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Strategies & Market Trends : John Pitera's Market Laboratory

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To: John Pitera who wrote (4286)	7/16/2001 1:53:18 AM
From: Raymond Duray	Read Replies (1) of 33421

Hi John, Re: $3 Billion loan restructuring for Argentina - Sounds like the typical solution. Avoid public outcry over austerity by further miring the Argentine economy in unaffordable debts, insuring everlasting debt service and heaven on earth for the bankers. What a world. Thanks for the heads up on Stigum's treatment of the repo/reverse repo world. I've got the '90 version of the book on order. Not quite ready to bite the bullet on an $80 text here. Got some fiber optic tomes to get through first. <bg> I found a very interesting .pdf report from a good source on the energy markets, Simmons & Co., International. It does not draw the same conclusion that I do as to where spot prices for natural gas are headed by autumn. They seem to feel that $3.80 is a natural support level. Here, I'll quit paraphrasing and let you read: simmonsco-intl.com While my long term outlook is much the same as Simmons analysts Pursell and Meyer, I do feel that we will see a major break in the nat gas spot market at some time in the next three months. But, long term, supply looks extremely constrained. So prices will either waltz, cha cha or contango. Best, Ray ;)

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