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    Natural Gas going to 0?

    one thing i don't quite get, so please spell it out for me, as I don't understand your logic: why would nat. gas companies short as a hedge to takeovers? They stand to lose so much more if they're wrong.. I took a look at the COT reports -- 50k+ short contracts amongst the producers...
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    Natural Gas going to 0?

    With this position for 2006 (that makes sense), you must have taken a beating so far. What type of contracts are you trading? qm and qg?
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    Natural Gas going to 0?

    Thats an opportunity - build a storage facility as well as pipeline to hook up to the hub - and merely do as you prescribe. Sounds almost silly to ask, but are there any players out there that do this? There must be a catch.
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    Natural Gas going to 0?

    I don't think production is so much the issue here, as much as we had a VERY mild winter. Take a look at this: http://tonto.eia.doe.gov/oog/info/ngs/ngs.html http://www.eia.doe.gov/oil_gas/natural_gas/data_publications/eia914/eia914.html http://tonto.eia.doe.gov/dnav/ng/hist/n5030us2m.htm...
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    PetroEuros: a threat to US interests in the Gulf?

    good post. that was one of the most unbiased reads I've seen on the subject so far. his conclusion = our trade deficits and budget deficits are a bigger threat to the dollar than oil pricing issues.
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    Ken Lay, DEAD.

    When I read the news earlier, that was the first thing that popped into my head too.
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    New Leveraged ProShares ETFs Coming

    Beware Jedi Knight, To find the force you must do Iron Condor Dog! Before you know it, we'll have options on these derivatives-based ETFs, then futures of them, then futures options on them. :) Whats the likelyhood that any of these ETFs could blow out to 0 ? If they have any option...
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    Best long plays: Oil, gold, corn, sugar, cotton, soybeans

    Go long with those options then. You know, by the deltas, that the probability of this crash that you'll capitalize on is pretty low. Don't hold your breath and spend too much on these options. There's a reason OTM options can be so cheap. And if you do, and there is a crash , I'll just be...
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    Best long plays: Oil, gold, corn, sugar, cotton, soybeans

    Thats fascinating. Take a look at this: http://tonto.eia.doe.gov/oog/info/ngs/ngs.html The chart below doesn't indicate any unusual deviation from a drop in storage last spring. Indeed, we went through our reserves a lot less this winter than previous. If you look at the stall in...
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    Best long plays: Oil, gold, corn, sugar, cotton, soybeans

    Interesting read - I didn't know these large banks didn't have free reign in all of these markets before. Anyway, do you have any links pointing to JPM doing a mass selloff of their future contracts (i assume this is what happened) ? And tell me what you think concerning inventories not...
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    Best long plays: Oil, gold, corn, sugar, cotton, soybeans

    Elaborate. I'm having trouble finding what you're referring to.
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    2nd poll: annualized returns in speculative activity

    I understand. So lets say you had substantial confidence that thursday's gain was the start of a new trend and breaking resistance, you'd leave it in overnight until you decided there was too much risk in holding it any longer. Otherwise, on treading water days (up 10, down 10 etc), you...
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    Best long plays: Oil, gold, corn, sugar, cotton, soybeans

    This, I believe, comes from the attitude amongst the the press, mutual fund business, brokerage houses, etc. etc. that in the long term, the markets will offer much better appreciation than anything else. (how many times have I heard that about real estate as well) The jury is out, but this...
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    2nd poll: annualized returns in speculative activity

    I'm not understanding. How could you be in a trade for a week or two if you wouldn't let it gap or hold overnight? Would you sell at the end of day, and re-enter the same position in the morning?
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    2nd poll: annualized returns in speculative activity

    3k to 300k in a year? Are you serious? What was your typical trade duration, and did you typically enter a certain time a day and exit another time? Also, besides your losses (was it a trailed stop?) being controlled, did you tend to set an upper limit you were happy with? Lastly...
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    Best long plays: Oil, gold, corn, sugar, cotton, soybeans

    Probably because people have been eating these things (rice, wheat, soybeans, and coffee) all along, and demand has not changed considerably with respect to production. But the runup in metals and energy is pretty clearly a byproduct of modernization and rapid development of emerging markets...
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    Newbie question: whats the best way to hold a long term hedge in eur

    Lets say I want to buy $1000 worth of US options from the euro account - will any excess exchange fees be incurred? And upon sale of the asset, will be automatically be settled in Euros (or whatever respective currency) ? Also, does anyone know a good online resource showing this...
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    Newbie question: whats the best way to hold a long term hedge in eur

    wow. that's simple. I read this article, after your post: http://yahoo.smartmoney.com/etffocus/index.cfm?story=20060621&afl=yahoo Some forex manager makes this comment: "Once you enter a derivative like an ETF, you lose liquidity," says Ward. "If the market starts tanking and you...
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    Newbie question: whats the best way to hold a long term hedge in eur

    I don't trade forex nor futures, but am looking for a way to get -long- exposure to the euro (i am in the US) without exposure to weak equity markets that are highly linked to our own equity markets. So this rules out purchasing european stock market funds. I also assuming holding forex...
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    How to get TRIN, TICK from Etrade?

    coincidentally i've already initiated my transfer to IB. tommorow is funds cleared day. just recently got into active trading.
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