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

To: Tommaso who wrote (37120)	8/11/2003 9:32:15 PM
From: Cogito Ergo Sum	Respond to of 74559

Oh I'm not complaining. I just like to pretend I know why I'm making money :o)

To: Tommaso who wrote (37120)	8/12/2003 6:28:37 PM
From: Cogito Ergo Sum	Respond to of 74559

Hi Tommaso, Actually in reviewing the links the problem appears to be in the medium to longer term. For me the wild card is I really don't have a good feel for oil. Is China building their SPR surreptitiously at a greater rate coupled with their increasing demand and hence effecting the price of NG ? What's really holding up oil ? Booming US economy ? High price of NG ? China ? Low US reserves ? How are those Japanese nukes.. need to check into that. Jay I sold my PTR today 30.25. Nothing wrong just needed to raise cash. Sticking with current trust allocation but watching closely. The long term picture interests me most as my holdings have good hedges to ride the near to medium term. regards Kastel