beabaggage

Natural Gas: The Next Big Thing

put your money where your mouth is, if it is cheap buy some of the crap you listed as attractive! chickens play options.
utilities looking to improve margins that can do so may use NG for summer needs, helping, plus storage being nearly full means producers will have to stop producing so much- there is no where to put it! and yes as others have commented, oil can go back to $35.
China is talking a W shaped recovery in their market after stimulus wears down, see G-8 meeting comments. dollar will come back (albeit temporarily) and 10ytreas will rise. summer will be tough with all the dealership/plant closings and related fall out. back to school could be tough also, setting up for a Sept/Oct retest of market lows taking commodities with it. safe haven money will flow back into treasuries and gold, more stimulus will be needed but harder to push thru with 2010 elections looming next- and we are back to where we were, maybe worse.

so NG may be a short-term play, 4-5$ range bound probably for a while.

Commodity Roundup: What To Be Bullish On Now

everytime PAL is under 4 it has rewarded me. added more recently. they stuck GFI with the Finland mine, makes sense to me, own GFI too, they can tuck that asset away or develop it if Russian output dries up or becomes embargoed.
read PAL Annual Report, good little company for sure. Also own SWC, ZINC,CDE, NXG. Love these little safe country gems.
NXG just added MORE reserves in AUS, blah blah blah.
Just a lot of shorting going on now, Gold is STILL around 750, Copper $3.15 or so. Indian and Chinese will add to their personal holdings as consumers who know the Dollar is becoming worthless with all the bailouts. BUY!