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

To: energyplay who wrote (7083)	6/8/2006 8:23:24 PM
From: TobagoJack	Respond to of 218806

I am very long CAD cash, physical gold/platinum, Vermilion, Blackrock Venture (awaiting already announced take over by shell), Canadian Oil Sands, Paramount Resources, Petrobank Energy (not the trust), Somewhat long other non-USD/USD cash, Bear Funds, Southern Cross, Peyto, Maurel et Prom, Suncor, starter stake Silver ETF, Residual long Connacher Taster long Falcon Oil I am short housing (direct short and puts), and housing consumer discretionary, financial, regional banks via puts on ETFs Of the liquid stuff, I am 60 cash and 40 equity (including puts and bear funds) Of the liquid equity, I am about 70 long and 30 short I am comfortable with whatever may come my way, so far, at least for the next few days. Today I am at 11.67% YTD gain, down 0.69 from yesterday. I expect resumption of bear market, 2002-2003, but recovery of PM and possibly oil/gas, due to genuine inflation, as opposed to robust economic activities. Chugs, J