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Strategies & Market Trends : Strictly: Drilling II -- Ignore unavailable to you. Want to Upgrade?


To: Frank Pembleton who wrote (1202)9/7/2001 8:29:14 PM
From: Roebear  Read Replies (1) | Respond to of 36161
 
FrankPembleton,
A lot of good points in your post. Matter of fact, so many good posts tonight and so little time! Hats off to Chinton for finding that government and corporate bond post, to Isopatch for quickly grilling that dead fish into a sumptuous financial/political analysis feast, t4texas and all the others who replied to those posts also!

But for you Frank I have one request. You mention "I've also looked at weather reports indicating a much colder winter this year." Well, been busy lately and what time is available has been devoted to trading and my own weather work. I actually haven't seen any other LT forecasts yet, as I don't like looking at others work in this respect till I've made my call!

How about doing your race 100K teammate a fave by sending me a few URLS with these LT weathercasts?

I'd much appreciate it for the time saving!

Doggone, I hope they didn't beat me, thought I got mine out early this year!

ggg

Roebear



To: Frank Pembleton who wrote (1202)9/7/2001 9:09:17 PM
From: Cogito Ergo Sum  Read Replies (1) | Respond to of 36161
 
Hey frank,
Kastel, I haven't skirted your question on energy issues Oh you shirker you LOL.

the economy hasn't shrunk has badly as the stock market has been telling us
It's not done yet, example the employment stats today. However I am not sure either. I'm thinking we may enter a period where share price appreciation is not there. Dividends may be king. It's happened before. Hence my interest in what I call my 'relaxing' portfolio :o)

There really hasn't been a big increase or decrease in consumption.
Won't increased power usage be reflected more in NG than coal, meaning coal use alone is not an accurate gauge of the health of the economy.

Kind of like coal for the base supply, NG or OIL for peak supply, and then more coal iff there is not enough NG/OIL or it is too pricey? But the bottom line (your point about me becoming neutral) is as you say NG usage will pick up regardless. Since I'm still really uncertain about the economy though I'm looking at starting something new with the trusts. Not betting the farm, but a substantial foray is coming I think.

regards
Kastel
That cute and cuddly Canadian