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Strategies & Market Trends : Booms, Busts, and Recoveries

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To: energyplay who wrote (33723)5/14/2003 10:36:44 PM
From: EL KABONG!!!  Read Replies (1) of 74559
 
Hi energyplay,

You might want to read Bill Gross's (Pimco) article from today, The link is over on the Heinz thread. An interesting outlook for the global economy and its effect on bonds...

Given the natural gas crisis that seems to be looming for later this year, how would you play it (presuming a crisis materializes due to a pronounced, prolonged shortage of NG)? Would you favor drillers or producers? Why? Which stocks would fare better than others and why?

Taking a NG shortage crisis one step further, it is logical to presume that oil and/or coal usage would increase, in particular for use in currently gas-powered electricity plants. How could we take advantage of this situation, should it come to fruition (and I think it will)? Again, drillers or producers? Miners?

Thanks...

KJC
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