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I love this idea -- this is gutsy, original thinking.
Feb 21 15:41 pm
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All Comments by Long-Short Guy »Shorting Coal on Extraordinary Short-Term Demand [View article]
However, I'm also not sure about your timing. Specifically, the transmission mechanism you specify (increased price => increased suppy) takes a while, potentially years, to kick in. In that time, you can lose a lot of money on a short.