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Strategies & Market Trends : Mish's Global Economic Trend Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Cogito Ergo Sum who wrote (46194)	2/9/2006 11:14:35 PM
From: regli	Respond to of 116555

I am a little worried about energy in the short term. Always with the proviso that bad news from an oil field in Saudi Arabia can alter the landscape immediately. I therefore have at this time very few O&G investments. I am not predicting where the sector will go but at this point it is too risky a place for me. There is this little voice in me though that wants to tempt fate in NG as it has taken a solid beating. If it drops further and we get another hot summer it could be a wonderful play. Given the climate change issues, seasonality just might start to shift to summertime.