Big Dog's Boom Boom Room Message Board

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

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To: quehubo who wrote (76740)	12/22/2006 6:15:27 PM
From: Wyätt Gwyön	Read Replies (1) of 206299

I for one do not think the market has fully discounted what is unfolding with ng supply as a result of this heat. in all seriousness, why not? i have been reading for months about El Nino making this a warm winter. are you relying on forecasts which are more bearish than the "mainstream" forecasts? btw i am not saying your bearish stance is wrong. you may very well turn out to be correct. i just have a hard time separating the weather component from other factors like the ones i mentioned. and i have a hard time separating out the market's expectations today for the weather in 3 weeks, from my anticipation today of the market's reaction 3 weeks from now to the weather that will be taking place then (at which point the market will also have expectations on the weather 3 weeks further into the future which may be more important than its reaction to the existing weather). btw i am more concerned about the economy than the weather. unfortunately i can't predict the economy, either.

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