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

To: mishedlo who wrote (10616)	3/22/2004 12:26:32 AM
From: Cogito Ergo Sum	Respond to of 110194

From doe... but I'd like russ's take too. fe.doe.gov EDIT for russ is the Royaly in Kind oil actually 'in the bag' or simply promised..

To: mishedlo who wrote (10616)	3/22/2004 12:02:20 PM
From: Little Joe	Respond to of 110194

"Is to build up reserves now and flood the market with unleaded gas supply starting mid summer and heading into the election." Mish I think the petro reserve is oil not gas. If there is a shortage of refining capacity, which I think there is. this won't work Am I wrong? Little joe

To: mishedlo who wrote (10616)	3/26/2004 8:34:40 AM
From: russwinter	Respond to of 110194

<I still want to hear from Russ cause I do not think supplies are that great.> Strategic reserves in the US are in good shape, China's are in poor shape. Commercial oil inventories worldwide are in poor shape. Energy equities are being severely neglected, the old playbook per usual: bcaresearch.com

To: mishedlo who wrote (10616)	3/27/2004 8:10:03 AM
From: que seria	Read Replies (1) \| Respond to of 110194

Mishedlo: You left the "g" out of "assignation." A Kerry assination is not totally out of the question. Assignation with whom? Count me as one who doesn't think it makes much difference to the U.S., economically, who wins the race. There may be a short term market reaction, but our problems are of bipartisan origin and baked in the cake at this point. A bet against the U.S. government (i.e., the consequences of its policies) remains one of the surest long term plays in the market (gold, energy, some foreign currencies, some defense and security companies).