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SouthAmerica, that was a well thought out post on cuba, and the timing is great as we debated cuba in the office yesterday. I cannot stand how (pardon the emotion) FUCKING stupid the US has been with the sanctions that have not worked for 40+years. fidel was not punished, the poor cuban...

By the way, that hedge fund in question has not capitulated their position from what i have seen, but i did notice that the Q1/Q3 spreads moved out today making me think that maybe they are rolling their length into Q3 as it is a much better safe haven at these levels. almost a concession that...

6.91 was a fibonacci retracement level and acted as solid support first time down, another reason for the rebound was the strength in crude on jan expiry today. But fundamentals are still horrible, (cash hub today traded -.70 back from jan). As bearish as it all is, i feel that we will get a...

Interesting Article on the retail sales data, I especially like the data on state tax receipts. Read the "Retail Sales Conundrum" http://www.2000wave.com/article.asp?id=mwo121506

I don't disagree with the long term. However, a recession over here leads to a global slowdown which is a huge impact on daily demand. For instance, the US consumes over 20 million barrels of oil per day. The daily gasoline demand is around 9.5 million barrels per day. Like you said, we...

jan crude expires tuesday, 12/19. i have a question for you, who do you use to clear?? i have never heard of being liquidated a couple of days before expiry. i currently clear ADM. have cleared taiyo general, pioneer, refco, saul stone in the past and never had anything like this. is it...

if your a believer in a major slowdown/recession in 2007 as i am, opec will have a hard time keeping prices propped up. a us slowdown will lead to an asian slowdown........blah blah blah. point is the fundamentals are bearish in oil for at least the next 6-12 months. once we get through the...

not in total fund liquidation trouble, but in massive position liquidation trouble. who is gonna let them out easy? not gonna be much of a bid for them with a $7 handle on it. just a nice black eye for these guys anyway. they are around a 25 b multi strat , diversified fund from what i know...

Hearing a rumor from several sources that another large hedge fund made the wrong bet in natty. These guys piled on length from a much higher price (>8.30 avg jan) and have ridden the position down and are now piling on more to avg down. This explains the strength of the last 2 sessions and...

how much size do you trade per order?

Classic bull trap scenario, the johnny come lately rally that is underway is alot about top managers that were sitting on cash being forced into the market by pissed off clients. show me another rally of this magnitude in this short duration in the face of WEAK underlying fundamentals and a...

this market has been overvalued for quite some time now, mostly as the result of another large funds influence. The strategy was not too unlike the one employed by amaranth. they started getting very long winter (esp. Dec) from too high of a price (7.85 average dec position by my estimates)...

this market has been overvalued for quite some time now, mostly as the result of another large funds influence. The strategy was not too unlike the one employed by amaranth. they started getting very long winter (esp. Dec) from too high of a price (7.85 average dec position by my estimates)...