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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: KyrosL who wrote (4799)	3/10/2006 8:02:04 PM
From: energyplay	Read Replies (1) \| Respond to of 220395

I have puts on EOG (unhedged nat gas), NLY (mortgage REIT), and BZH (home builder). They are slowly heading into the money, but with lots of daily volitility. Very small positions. I also have a little ( < 5%) BEARX, which does specific shorts an dtend to be long metals and commodities. I also think 2006 will be the bottom for many things - US trade defict (oil price declines will help, USD value should drop also, making imports more expensive) US Federal budget deficit (tax revenue is up, Congress is finding cutting spending makes good politics) Natural gas E&P stocks, if we have a cool summer.