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Gold/Mining/Energy : Big Dog's Boom Boom Room
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To: Frank who wrote (13265)9/23/2002 7:59:57 PM
From: chowder  Read Replies (1) of 206334
 
Frank, a hurricane won't inhibit NG production enough to prevent flush inventories. It will only delay it a week. I read earlier today that NG prices are pricing in a colder than normal winter, share prices are pricing in a warmer than normal winter. Something's got to give. My guess is we don't see what gives until we're through shoulder season.

These cyclical stocks don't seem to be trading on 6-9 months out. If they are, they don't like what they see.

The PATS showed some real character yesterday.

dabum
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