hurricane trading positions aug 06

short waterfront real estate development cos.........florida insurance cos...etc............general discussion....utilites like fpl

 

If refineries can be affected look for volatility in the oil and gas delivery sector.

 

I live just north of Miami one block off the ocean. IMO there will not be a major hurricane in SoFla this season. The black swan event may turn out to be the hot weather in the north pulling a tropical storm up into NYC around Labor Day...........

 

thats what they thought in new orleans......good luck

 

No oil? Be careful of shorting homies. They may try to run things up ahead of Fed meeting.