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Strategies & Market Trends : Buy and Sell Signals, and Other Market Perspectives -- Ignore unavailable to you. Want to Upgrade?

To: GROUND ZERO™ who wrote (121377)	3/7/2019 9:35:55 PM
From: robert b furman	Read Replies (1) \| Respond to of 223390

Hi GZ, Been on the road , back in Houston. I bought a bigslug of XOM at year end - average @ 71.09 I just today sold some 100 puts on CVX for 6.00. What is weird is how one day CVX goes up and XOM goes down - both are the biggest players in the Permian? Wondering when the driving season gets going and gas demand goes up on a seasonal basis. Add to thta exports are now legal. Wondering if WTI should begin to close the spread with Brent - based on shipping costs and who is closest to the customer? Good to be back and getting caught up! Bob

To: GROUND ZERO™ who wrote (121377)	3/7/2019 9:38:27 PM
From: the longhorn	Read Replies (1) \| Respond to of 223390

I think you ask a really important question. I agree. I have been wondering. I have done a little reading (the Acting Man site) and there's some speculation we are going back into a period of stagflation. Too early to say really and I am making a major effort these days to avoid getting influenced by all these philosophy spouting commentators. More often than not they muddle your head and cost you money, (though I think Acting Man is head and shoulders above the pack and I like that site). Remember stagflation and the Jimmy Carter years? Gold took off like a rocket despite reasonably high interest rates (much higher than now) and a fairly strong dollar I believe. Stagflation is still not really understood. The best explanation I've seen is shortages appearing in a variety of areas that start causing price movements. Shortages occur because of misallocation of capital for several years. Thank you QE and 8 years of almost 0 interest rates. I don't know. And at this point there are just a few signs. Gold's an interesting critter. Gets its antenna up and starts noticing things like that very early in the game. One of the advance sensors for changes coming, you might say. longhorn

To: GROUND ZERO™ who wrote (121377)	3/8/2019 3:20:00 AM
From: cycleupcycledown	Read Replies (2) \| Respond to of 223390

A lot of folks remember the last quick december dive, and are gonna say ..."not gonna go thru that again " Could cause more selling now......snp