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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?

To: energyplay who wrote (33723)	5/14/2003 9:41:09 PM
From: TobagoJack	Respond to of 74559

Energyplay, <<RYDEX Juno (?) fund which follows the INVERSE of Treasury bond prices ... swaps, options ,etc. to create hte inverse>> sounds sexy, but possibly a way to commit financial suicide. Perhaps it is better to play with NLY and its put/calls in appropriate long/short combinations as time progresses. Message 18211267 Chugs, Jay

To: energyplay who wrote (33723)	5/14/2003 10:36:44 PM
From: EL KABONG!!!	Read Replies (1) \| Respond to of 74559

Hi energyplay, You might want to read Bill Gross's (Pimco) article from today, The link is over on the Heinz thread. An interesting outlook for the global economy and its effect on bonds... Given the natural gas crisis that seems to be looming for later this year, how would you play it (presuming a crisis materializes due to a pronounced, prolonged shortage of NG)? Would you favor drillers or producers? Why? Which stocks would fare better than others and why? Taking a NG shortage crisis one step further, it is logical to presume that oil and/or coal usage would increase, in particular for use in currently gas-powered electricity plants. How could we take advantage of this situation, should it come to fruition (and I think it will)? Again, drillers or producers? Miners? Thanks... KJC