dipps

Time to Go Long Natural Gas and Short Oil?

temp oversupply but if we ever get some weather aside from fall hurricanes Nat Gas should turn the corner - heaven forbid we get a long term break in our heating bill - or air conditioning -

Go long term both

Commodity Analysts Believe the Party's Over

Why on earth would 16 commodities out of 18 go down - just because they went up too much - this is absurd assinine reasoning and a lot of egg will be left on these analysts' faces. CHINDIA alone is still running around 6 to 8 % GDP -

Just taking gold for example adjusted for inflation to repeat the 1980 status would have to rise over $2000 per ounze. Inflation is not going away. We are coming out of a "stagflationary economy" later this year which will demand higher prices.

( n'est pas )

Oil and Natural Gas Divergence - Actionable?

Nat Gas appears cheap here and a cold snap could launch it to a higher and more appropriate range.

A Better Way To Play Oil?

great stuff - please give us the same contango and backwardness of the GOLD market when you have time.