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To: mishedlo who wrote (140720)12/27/2001 11:58:32 PM
From: ild  Read Replies (1) | Respond to of 436258
 
Well, This is public info, so it's already in prices of the shares of NG companies. The move has already occurred. What if commercials sell some next week? Will that mean we should short NG? I guess not.
Disclosure: Long BR



To: mishedlo who wrote (140720)12/28/2001 8:46:34 AM
From: yard_man  Respond to of 436258
 
the recent history there is neat -- commercials got on the right side going into this fall, but they didn't commit real heavily -- now they are really long, the high percentage play. Watch 'em cut that back on the first few really cold days in Jan


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