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

To: russwinter who wrote (10994)	3/30/2004 4:20:08 PM
From: Crimson Ghost	Respond to of 110194

The energy stocks are discounting a sharp break in oil prices before long. If and when we see such a drop, a huge low risk buying opportunity will present itself IMHO. I have just a modest position in the energy sector now, but will greatly increase it if the kind of scenario I am expecting does occur.

To: russwinter who wrote (10994)	3/30/2004 4:37:13 PM
From: Silver Super Bull	Read Replies (1) \| Respond to of 110194

RW, Thanks. RE: energy equities "acting like it's $25 oil/$4 NG." Yes, this seems very odd indeed, although if I'm not mistaken it has been like this for a while. Also, there is little doubt in my mind that if gasoline prices keep increasing that the politicians will seek a remedy, whether it be SPR and/or cutting of gasoline taxes. The gasoline price issue is just too explosive for the politicians not to address, especially during an election year. DB