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Strategies & Market Trends : Bosco & Crossy's stock picks,talk area -- Ignore unavailable to you. Want to Upgrade?

To: allevett who wrote (8799)	4/5/2005 7:48:13 PM
From: Crossy	Respond to of 37387

re: Great articles by Howard Simons (TheStreet.com) 1) Term structure of oil markets (Contango etc.) Great article by Howard Simons from last December on "herd" behavior, yield seeking and the effects of such endeavours on the Term structure of oil futures (foward curve) thestreet.com explains a lot IMHO.. I once mused that maybe the "insurance seeking" by forward sellers (E&P firms) may not be meeting the demand for those providing the insurance (Refinery buyers, speculators)... he essentially outlines just that 2) Relative performance of sub-segments of the O&G sector thestreet.com CROSSY