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Gold/Mining/Energy : Big Dog's Boom Boom Room

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To: diana g who wrote (39667)3/1/2005 9:02:09 PM
From: CommanderCricket  Read Replies (1) of 206212
 
Whats different this time is there are no new North Slopes or Seas to meet demand.

Where's all the new oil going to come from? Pump Ghawar a little harder?

The CL strip is now over $40.00 through 2010.

I would like to see CL and NG hold here for awhile. Higher prices do not serve our interests as it cuts demand.

I've pared back my energy holdings but still have significant positions. 50% cash/40% energy/10% gold/copper

Ready to buy back on the dips

Michael
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