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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: russwinter who wrote (14492)5/25/2004 11:07:03 PM
From: gregor_us  Read Replies (1) of 110194
 
Russ: Coal Party No. II is Just Starting, the First Coal

Party having been snuffed out quickly under the Interest Rate Smackdown. And I am shedding tears because a friend and I gamed this sector, beginning in FEB/MAR, when the a trade in Coal Party No. I was still possible. More tears to shed as I now watch Coal Party No. II get underway (The Blackstone Group aquisition was major yesterday) because I incorrectly failed to take my own advice: That Coal stocks would only "work" once the oil stocks began to "work."

I got so wrapped up and over-focused on the oil stocks, I forgot I actually had an opinion on coal!

Now I must watch Arch and Peabody charge hard from their panic lows, as the Summer Heat comes on, and it looks like we'll need a million men shovelling the Black Stuff into the furnace to keep the lights on.

So for the third time in 5 months I am standing down from the Coal Sector. I refuse to chase them.

In truth: I missed them.
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