the fed has quietly halted bottom line reductions of the balance sheet, markets should rally leading into the holiday season and then tank once again. Energy commodities are experiencing more supply than usual leading into the winter. This is necessary in the current economic conditions to prevent civil unrest and casualties in colder climates. Speculation that supply is being subsidized.
Bullish for companies that rely on cheap natural gas, bearish for gas price. Deep accumulation for 6 months or so, could shoot up at any time if the supply flow is reduced. Hard to trade. Have calls but looking to exit.
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