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

To: CommanderCricket who wrote (165840)	3/20/2012 10:51:58 AM
From: architect*	1 Recommendation Read Replies (3) \| Respond to of 206201

I'm kind'a interested in Kosmos Energy - KOS, maybe not enough call volume to sell covered calls. PS. FYI - The exploration EFT - ticker XOP - has Cobalt CIE as the #1 holding.

To: CommanderCricket who wrote (165840)	3/20/2012 11:07:38 AM
From: profile_14	Respond to of 206201

If China has a hard landing CLF will go down by a lot, along with all other risk on assets. BHP this morning sent the first warning shot by saying that the demand for ore from China is slowing. See BHP, VALE, coal, and steel today going south hard. When the tide changes things correct for a period of several months. Just keep that in mind. I am long US natural gas because I think it has run its course for the most part. As far as the other commodities, not even close IMO. Best,