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Gold/Mining/Energy : Big Dog's Boom Boom Room -- Ignore unavailable to you. Want to Upgrade?

To: jim_p who wrote (6598)2/11/2002 7:09:12 AM
From: GREENLAW4-7  Read Replies (1) | Respond to of 206184
 
Could CRUDE already be pricing in a war in Middle east?

Looking at inventory numbers compared to last crash in crude, one has to wonder if perhaps Crude is hanging onto the 19-20 area in anticipation of war.

Shorts cover every friday over last 3 weeks, while they reenter positions at beginning of week.

Not trying to be too pessimistic, just want to consider if Crude should currently be in the 15-16 area if things were somewhat quite in the Middle east??



To: jim_p who wrote (6598)2/11/2002 12:11:06 PM
From: excardog  Read Replies (1) | Respond to of 206184
 
Hi Jim- How much of your increase in production for the players you name takes into account the production that came off the board when companies were taken over?

I know APA,DVN,EOG,MRO and APC both bought a lot of production last year for example. Just wondering.

I'm struggling with trying to understand the timing of the next bull along with you.

Some nice thinking posted here this weekend.

Thanks to those who shared.

Scott


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