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Strategies & Market Trends : Booms, Busts, and Recoveries
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To: Maurice Winn who wrote (70817)12/7/2008 2:09:47 AM
From: TobagoJack  Read Replies (1) of 74559
 
<<200 dollar oil position>> ?
you mean otoh my 20% devotion to the entire equity universe comprised of perhaps 10% canadian energy royalties, as well as 5% special situations and 5% shorts, which, net net, resulted in a 6% haircut on nav,

and otoh, that, before year end, the 6% nav cut will be more than amply made up and more by the drubbing of shipping cost by some 94% in relation to what coal i bought at fob and needed to ship and deliver at locked-in cif,

so net net phucking net, 2008 is proving to be an outstandingly profitable year, so allowing more mineralization of excess capital and consolidation of surplus savings at the end of 2008 and beginning of 2009, more so than any of past years

is that what you meant by my <<200 dollar oil position>> in its total beauty ?

next question.
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