The Epic American Credit and Bond Bubble Laboratory Message Board

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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory

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To: russwinter who wrote (32966)	5/22/2005 4:00:03 PM
From: quehubo	Read Replies (1) of 110194

I place most of my emphasis on the implied supply demand balance for nat gas. Presently the gas plays are discounting a serious drop in ng prices. Once this discount gets removed over the next 3-6 weeks these stocks will start working towards recent highs. New highs can be had with land drillers and if the weather is correct with other ng plays. A nice 3 week hot spell may well rocket the energy plays into orbit.

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