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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: patron_anejo_por_favor who wrote (68481)	8/19/2006 5:02:44 PM
From: yard_man	Respond to of 110194

I wish the banks would go ahead and roll over -- and yes, I am talking my book BUUUUUT >>Energy stocks discount world wide recession with falling oil prices.<< Do you doubt the thesis?? I see all the talking heads talk about terror and war premium and I think it is BS. I don't think the price discounts a real threat to the supply. I think oil would zoom to over 100 if there were any meaningful threat to a decent size chunk of supply. Unless supply is threatened, I see crude in the high 50's by December -- maybe as low as 50 in the first quarter next year.