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Wait For Coal

I would like to urge a patience with coal. I know the Internet is populated coal bulls who see marvelous opportunity in the small sector. Depressed valuations meet the industrialization of the third world. I am all over it. But slow down. China needs to regain momentum for the emerging market story. Met coal could be rolling over. And U.S. natural gas production needs to decline meaningfully, of which there has been no sign.

Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.