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lecso

lecso
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  • Commodities And Emerging Markets Update [View instapost]
    Well, yesterday EWZ had a breakout afternoon. I was not expecting it from reading the charts. Any idea what happened ?
    Apr 18 12:51 PM | Likes Like |Link to Comment
  • Walter Energy to idle Canadian operations [View news story]
    You should also write some calls against your stocks to earn some income while you waiting for recovery....just saying.
    Apr 15 10:10 AM | Likes Like |Link to Comment
  • Walter Energy Prices $200 Million Offering of Senior Secured Notes and $350 Million Offering of Senior Secured Second Lien PIK Toggle Notes [View article]
    Well, your prediction did not work. Not happy as i have sold lots of puts on WLT...
    Mar 20 12:11 PM | Likes Like |Link to Comment
  • Walter Energy -11% premarket on gloomy BofA coal assessment [View news story]
    Great point...
    Mar 20 10:30 AM | Likes Like |Link to Comment
  • Gartman Part II: Natural Gas Could Easily Spike To $10 With Producers Unable To Hedge [View article]
    Well, in that case one should go long NG ?
    Mar 3 06:33 PM | 1 Like Like |Link to Comment
  • Russia escalates tensions over Ukraine [View news story]
    There is many reason to bash the Prez, this is not one of them.
    Mar 2 06:23 PM | 1 Like Like |Link to Comment
  • NatGas Spikes 6% On Inventory Report, Production Surge Needed Before Summer [View article]
    Well, futures are up 5 % today. The US market is closed, so I guess anything can happen tomorrow. NE is warming up, even in Chicago will in the 40is.
    Feb 17 06:36 PM | 1 Like Like |Link to Comment
  • Will The Natural Gas Market Change Course? [View article]
    Must read for shorts and Longs:

    Plunging Storage
    The surge in gas prices is due to rising gas consumption, which is depleting storage levels at a rapid pace. Though we typically see winter drawdowns, this winter's weather has led to an exaggerated move. According to a recent article by Bloomberg, natural gas inventories fell 50% from Oct. 31 through Jan. 17. They've surely fallen even further since Jan. 17, as it has been extremely cold in the Eastern U.S. in recent days as well.

    Yet that's all about to change. Though temperatures are likely to remain below trend through Jan. 29, they are expected to steadily rebound after that. New York City, for example, is expected to have highs above freezing in the subsequent period, which will feel downright tropical for bundled up Gothamites. That won't quickly eliminate the current gas storage deficits. Producers will be working for months to rebuild inventories. But you can bet they will pump all the gas they can, until prices fall below $4 per Mcf. Meanwhile, electric utilities that can operate on a dual-fuel basis will crimp demand by switching back to coal.

    As a result, the remarkable surge in gas prices is likely in the late innings, and it's too late to play this trend for further upside. Instead, as temperatures revert to normal levels, and the hot money flows back out of this trade, bearish ETFs should score quick gains.
    Jan 30 01:43 AM | 1 Like Like |Link to Comment
  • Will The Natural Gas Market Change Course? [View article]
    I hope you are right. However, bubbles can last for a long time.
    Jan 29 09:29 AM | Likes Like |Link to Comment
  • Gold climbs to four-week high, miners surge [View news story]
    http://bit.ly/1a7yoPp

    Great show, please check it out......
    Jan 10 04:22 PM | 1 Like Like |Link to Comment
  • Don't Get Amnesia In The Memory Market: Micron May Be A Good Short [View article]
    Lol...you funny !
    Jan 6 01:48 PM | Likes Like |Link to Comment
  • Archer Daniels Midland settles corruption case, to pay $54M [View news story]
    This stock been on fire this week. Increased dividend and buy-backs of shares, but still up almost 10%.
    Dec 22 10:43 AM | Likes Like |Link to Comment
  • BlackBerry reopens - tumbles 6.2% [View news story]
    I guess not ! Up 7 %.
    Dec 20 10:35 AM | 1 Like Like |Link to Comment
  • The Rare Holiday Discount Sale Is In The Precious Metals And Junior Miners [View article]
    There is no inflation ? Are you serious? Deflation ? Everyday, i pay more for food, housing, gas, electric bills, cable, cost of living is going up. Only the Gov. tell u there is no inflation.
    Dec 6 05:40 PM | 3 Likes Like |Link to Comment
  • Is Talisman Still A Buy At $14 Per Share Now That Carl Icahn Stepped In? [View article]
    Yes it did. I guess it was sell at that price. I am surprised at the action of the stock at this point, aren't you ?
    Oct 8 10:15 AM | Likes Like |Link to Comment
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