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Enron Mail |
well the mkts changed a bit since this writing. im more neturalish now i guess. suprised about the cash strongth. and i guess it doesnt mattr CUZ YOU DONT ANSWER YOUR EMAILS ANYWAY. regards < -----Original Message----- < From: LaFontaine, Steve < Sent: Friday, September 21, 2001 4:40 PM < To: John Arnold (E-mail) < Subject: whats up young man? < < johnny hope all is well. is ok here. new york a little stranger than < normal for obvious reasons.. wwe're trying to get back to normal. pretty < stressful cupla weeks. business has been pretty good(trading anyway) in < natgas and oil. certainly have been some changes in natgas fundamentals < but too littl too late im afraid to get bullish . market sucks and the < newest shock to macr economics im starting to think are mitigating what < mite have been some postive bullish changes like gas/oil relationship and < gas shut ins. looks shitty i think. im not as short as ive been but < starting to think this witer is waaay too high priced. just funtction < timing i guess. i sold a few march aprils again. just doesnt fit the curve < and i think 80% probabitly we end march with over 1.3 tcf in the ground. < wud keep things ugle for awhile. < anyway curious your thots as always. also wanted to say hi.have a good < weekend
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