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

To: Ed Ajootian who wrote (22562)	5/14/2003 5:58:16 PM
From: quehubo	Respond to of 206325

Andy's write up today was quite informative. One cannot underestimate the bullish impact on NG demand of the NOx limit in the Northeast. I unloaded some NBR on equity a few days ago and I reloaded today at a slightly higher price. I was expecting a bigger build in oil inventories. I expected Iraqi oil imports to drop off this week, but I also hedged because the last two reports were supportive. I did pinch some NBR calls yesterday for a nice gain. The OSX may have had a good run to this point, but I think major PANIC hitting the energy markets will occur much sooner than anyone expects. If an injection <80 bcf is reported tomorrow we may see the first wave of mania sweeping in. With Greenie shorting, we must be ready for OSX 100+.