Recent content by Bill R

Oh Baby! Gold has has finally broken away from bonds over the last couple of days. My guess is the 10 year starts to tank and takes equities with it.

I don't recall ever seeing such a disparity between expirations. The front month is down 10% but November is up .5%? Is this like a uh duh trade where one can just buy the front month and sell nov and see if they come back together? Are there any fundamental traders that can explain why this...

The easiest approach is usually the best! When gold and S&P kiss in that little oval 2200 will be easy pickens.

This seems wrong.... Do they really think it could get to 1.25 or are they just covering their asses? I don't recall ever seeing preemptive warnings like this.

I have been buying call spreads and selling further otm calls against it. Also have a few bullishly skewed short strangles sucking up some of that sweet premium. I don't think you are going to have to wait a year, by the end of July we will be at 3. There will be no repeat of the oil debacle...

Sell away! Its only like this in /NG once a year if that.

We are in the 3rd wave from that breakout at 62. Remember the rule of 10 from back in the day when this thing would move 10 bucks a week! Although the stupid dollar appears to be rolling over so that could give it the juice to get to 74. It only matters when it matters.... how the heck can...

How much higher do you think IV on CL options will go if we bottom out around 35-38. I to have been nibbling on the long side and selling calls along the way. The strength of the dollar is kind of freaking me out can oil mount any kind of comeback with a dollar this strong?

Just wait for the end of March when the cave dweller terrorists come out of hibernation. They must be pissed trying to undercut the market with their stolen oil.

If we get below 1960 1900 is a given if you look at a daily profile. 1960 is also interesting if you draw a regression channel from the 3/09 low to now 1960 is that avg SPOOKY! I also just read somewhere that the dollar either hit it's high or low of the year in Jan 20 out of the last 21 years...

PLASTICS!

http://www.reuters.com/article/2014/12/31/us-usa-crude-exports-guidance-idUSKBN0K81C920141231 I've been lurking waiting to read some insightful comments on the opening up of exports but I guess everyone has been partying it up.

Sounds like something private equity guys will be drooling over! And maybe the established un-leveraged producers.