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Gold/Mining/Energy : Big Dog's Boom Boom Room -- Ignore unavailable to you. Want to Upgrade?

To: SliderOnTheBlack who wrote (42833)	4/27/2005 7:34:00 PM
From: quehubo	Respond to of 206084

<<Durable goods report just came out with bad news for consumer spending...whodathunkit>> This and my tally of E&P NA NG quarterly reports was enough to get me off my recent adds and back down to 30% or so mostly at the open with some at 10:30. Lehman's bullish quarterly NA NG production report seems to be way off this quarter so far. Was todays import data the anomaly week or a change in pattern? Gasoline and diesel demand are not looking so strong year over year either. For me once I see a good hint that NA NG production may increase I would think chances are that a rollover of the cycle is going to be discounted. It certainly seems if we are going to go through OIH 100 we will have to do some from a lower level and in a overall better equity environment.