Make It Happen

Earlier this summer, I tried getting weather forecasts but to no avail. It’s been a tough year for the meteorologists, I am told, because of some El Nino/La Nina uncertainty that was holding off high probability estimates. Not that it’s ever easy for meteorologists.

But, it appears the Almanac finally settled on a guess, and that guess is “cold”. So we will see what happens.

Natural gas prices have well near recovered from the spill they took over the last two years. Futures almost tipped back above $4 for forward months a while ago. A good cold spell and a hard inventory drawdown could do wonders for the price. If you’re interested, I’d look for a focused supply operation contained predominantly in the coldest expected regions, as they will reap the windfall profits if heating demand soars. An old favorite is PNY, but the weather should guide the buy.

Meanwhile, today I continue experiencing my private little bull market. HCLP continues unabated towards its destiny of higher valuations.

Tesla received a bit of a jolt recently; a German magazine casted doubt upon the heretofore unquestionable ascent of Musk as a major global auto manufacturer. This is the kind of doubt that will sow the seeds of triumphant gains. My put options are cheap and have almost no tradeoffs. I just need blood in the water.

I added to NRP today for $20.26, because I’m not that worried about the EPA, especially as it pertains to an operation that gets much of its royalties from metallurgical coal.