Tuesday, August 14, 2007
Ooh, Scary.
Comments:
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Fly, Dean is going to the Carolinas and Virginia. Still lot's of supply of natgas out there, be careful. Conagra's natgas group has been shorting every spike up on the NGU7, they have a impressive weather group over there.
Crude--
There is no evidence that Dean is going to Virginia, yet.
As of now, the tracking is to Florida.
Should this fucker go Cat 4 into the Gulf, those fuckers you referred to, who short natty, will have their lips punched off.
As for me, no positions yet.
Still waiting.
There is no evidence that Dean is going to Virginia, yet.
As of now, the tracking is to Florida.
Should this fucker go Cat 4 into the Gulf, those fuckers you referred to, who short natty, will have their lips punched off.
As for me, no positions yet.
Still waiting.
It appears that the Q's just did a break out bottom (BOB) I went long
QLD - maybe I'll post on the weekend just for fun but not be the MC
QLD - maybe I'll post on the weekend just for fun but not be the MC
Don't forget the property ins. carriers like Allstate and State Farm as possible shorts, although you need to cover after any hurricane hits since they tend to rally (if the damage isn't too bad) as they can raise their rates.
Comment from Gary's Blog, fwiw:
Again no idea if this has any bearing or not but in % terms from trough to peak the VIX has now had the biggest move in 10 years. 200%. Even the moves in the bear market weren't that large in % terms from trough to peak.
Gary's the COT guy, btw. I'd link him, but I'm afeared Fly would let loose a pack of killer sperm whales on me. And since I'm gonna be on the Guyland beaches this weekend with the kiddies, I just can't take that chance.
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Again no idea if this has any bearing or not but in % terms from trough to peak the VIX has now had the biggest move in 10 years. 200%. Even the moves in the bear market weren't that large in % terms from trough to peak.
Gary's the COT guy, btw. I'd link him, but I'm afeared Fly would let loose a pack of killer sperm whales on me. And since I'm gonna be on the Guyland beaches this weekend with the kiddies, I just can't take that chance.
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