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lecso

lecso
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  • Walter Energy - A Massively Leveraged Option On A Recovery On Met Coal Prices [View article]
    Dante, do you have a chart for met coal prices ? That would be a big help to see previous price movements.
    May 30 04:38 PM | Likes Like |Link to Comment
  • Low VIX not necessarily bearish indicator [View news story]
    Great news, market will go up forever! LOL
    May 28 01:59 PM | Likes Like |Link to Comment
  • Walter Energy misses by $0.28, misses on revenue [View news story]
    Cost cutting is the key to WLT at this point. Lets hope that coal prices turning around in a hurry...
    May 1 09:14 AM | 2 Likes Like |Link to Comment
  • Bert Dohmen: 'This Is Very Much Like 2008' [View article]
    The market will go up forever !! (LOL) Not ! At least a 10% correction is looming in a very near future.
    Apr 27 01:04 PM | 1 Like Like |Link to Comment
  • Pandora Reminds Us Why Shorting It Is A Great Idea [View article]
    I believe AAPL was over $700 and got cut in half before rebounding to 560. It was and still is in some extend a "momentum stock".
    Apr 26 04:44 PM | Likes Like |Link to Comment
  • Pandora Reminds Us Why Shorting It Is A Great Idea [View article]
    Short strangles................ it up
    Apr 26 04:38 PM | Likes Like |Link to Comment
  • 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
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