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Nat Gas has me concerned, but I am playing the seasonal game, storms in the Gulf and then winter North American. I think NG will be the fuel of choice simply because the children are wrong about Petrol. It is short, and will be again in six months. And, yes commercial real estate is on the burner, the sector is going south next.
Aug 26 18:48 pm
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All Comments by whidbey »Hedge Fund Manager's Notebook: The Power of Dividends [View article]