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Gold/Mining/Energy : Big Dog's Boom Boom Room
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To: Ed Ajootian who wrote (121707)6/16/2009 10:06:06 AM
From: tradingfaster123  Read Replies (1) of 206342
 
There's been a series of articles in publications such as Barron's and the WSJ about the "historic" oil/gas ratio of 18/1 and how that will sooner or later revert to the mean.
The amount of money out there chasing returns and/or allocating into commodities is just incredible. These commodity markets are dwarfed by the financial flows we see in the stock market daily. Nevertheless, I think this money really helps with price discovery and is useful to the market. People were getting a little too complacent on the bear side (myself included) and this kind of is a wake up call. It's nice to see the 2010 strip in the mid-$6's. If I was speculating in natgas itself, I would go long 2010 with upside to $8-10. But I'm not speculating in natgas, because the E&Ps will do much better, imo.

Incidentally, the other flow model is projecting 113 for this Thursday just FYI.
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