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Tue Feb 26th 11:13 AM | Rating: 0 0
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Shorting Coal on Extraordinary Short-Term Demand

I agree with the short term rationale, but then why the long-term fundamental overlay? Also, why short a northeast USA company when the supply events described are in Asia/Aust? When I look at MACD, RSI, FStoc, for example, there is some confirming data for these shorts. But KOL (heavy weightings in China) and other individual Chinese producers will trade at those multiples for the unforseeable future. What near term solution do the Chinese have (certainly not nuke or alternatives) to satisfy their level of demand? I'd also get ready to short these around 8.8.8 when athletes cant breathe (boycott) in Beijing, major headline risk to come... Aside: There's so much smog there that they have to light up their buildings at night with neon to see them...kind of a vicious, non-green circle. For the glory, A fellow Penn Stater.
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