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