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

To: Lee Lichterman III who wrote (19750)	10/10/2004 9:56:05 PM
From: yard_man	Respond to of 110194

>>Not sure I understand this, Storage levels are at high levels historically.....<< NG price perhaps, partly explained by crude blowoff and fuel switching -- also, perhaps -- partly in that earlier demand destruction (for NG) included some delayed production -- not just shifted production ...now time is up? -- does that seem reasonable?? I expect the NG spike to subside with the final short squeeze on oil -- let's see if it works that way -- or according to Murphy's law we get a simply awful winter season.

To: Lee Lichterman III who wrote (19750)	10/11/2004 12:33:43 AM
From: russwinter	Read Replies (1) \| Respond to of 110194

<Someone also posted one of your posts on our site about the Dollar COTs indicating a drop to come. I fully expect a lower dollar down the road but right now, my COT data shows that the ONLY two currencies that the Commercial traders have a long on is the Yen and US Dollar.> Not sure what others are posting as my opinion, but what I posted recently, agrees with your assessment: Specs look too short the USD, major exception, the Yen. Message 20619809 I thought a brief USD rally might have emerged out of the jobs report in fact.