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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: George Dawson who wrote (4174)	12/30/2003 2:55:57 PM
From: mishedlo	Read Replies (1) \| Respond to of 110194

What about energy (gas and oil) and gold (in that order)? GD Gold is about to enter its seasonally slow period. I am out of most miners scaling out yesterday and today and down to a minimal core position. I am out of all silver futures and spreads as of today and all but one gold spread. Russ is pretty big on energy I think. The movement is huge in NG futures and the only way I would play NG is with a bull or bear spread. I want to buy oil calls or spreads if it can get down towards the lower end of its range. Russ posted some energy stocks earlier and I do not know enough about them to comment. Perhaps he will chime in with energy plays he likes. NG is a local thing, so in general, I prefer oil as it is global. My #1 play remains short OTM eurodollar puts. M