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Gold/Mining/Energy : Big Dog's Boom Boom Room
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To: jim_p who wrote (23126)5/29/2003 5:17:01 PM
From: Cogito Ergo Sum   of 206085
 
Hi jim,

Interestingly that's exactly the thinking (on the flipside) that got me rotating most of the yellow stuff last January into overweight NG positions. Argument con was storage was high but on the pro side the depletion rate was steep.

But yep sure bears watching.

regards
Kastel

Edit as I recall russwinter was watching that too but then most of you guys were eh! :o)
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