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Mathew Smith
dev21
17,052
Good Morning.
dev21
17,053
Sorry I didn't call last night...I went out and it was late when I got home, and not knowing how late you were going to be out, I decided not to take the chance of waking you.
dev21
17,054
So did you have a good time?
dev21
17,055
Who did you go with?
dev21
17,056
I didn't think you were going out until the weekend - you little party animal.
dev21
17,057
That means you must have missed Buffy and Angel!
dev21
17,058
Oh I bet you taped it though, and no I didn't watch them incase you were wondering.
dev21
17,059
Remind me to tell you about a new project I may get involved in. If I kick ass, there's a small chance it could be a fast track to getting a trading book.
dev21
17,060
Oh, and have you talked to Dave lately?
dev21
17,061
He said his dinner went well, and although they didn't offer as much money as he was hoping, I think it was a lot and I bet the farm that he'll take it.
dev21
17,062
Anyway, I have to run.
dev21
17,063
Have a nice day.
dev21
17,064
Mat
dev21
17,065
Hey, are you at work today?
dev21
17,066
Did you have fun last night?
dev21
17,067
Are you busy?
dev21
17,068
I want my bed, too.
dev21
17,069
Ideally, I'm going to take a nap when I get home so I can go out later.
dev21
17,070
If I can't nap then I'm not going out because I definitely want to go out tomorrow...not too hard though because I'm saving some steam for NYC baby.
dev21
17,071
The AGA storage injection number came out low, so I think we're losing a bunch of money today.
dev21
17,072
Oh well, it's the new year.
dev21
17,073
Don't you want to hear about my new project, though?
dev21
17,074
I can tell because you're so inquisitive...I guess I'll just wait for the weekend.
dev21
17,075
Later.
dev21
17,076
Well it's good to hear from you.
dev21
17,077
I'm glad the skiing was good.
dev21
17,078
I'm jealous, although I'm going to NY this weekend, and I'm trying to set up a day of skiing!
dev21
17,079
I haven't reserved the place yet, but as of yesterday it was still available.
dev21
17,080
I was suprised to get mail from Duncan yesterday...then I realized it was a check...cool.
dev21
17,081
So, when do you think the rest will be on the way.
dev21
17,082
Once I know, I'll go ahead and get the place.
dev21
17,083
Give me a call, though.
dev21
17,084
I'll try you today if I don't hear from you first.
dev21
17,085
I'm leaving for NY tomorrow morning, but I'll have my phone all weekend.
dev21
17,086
Stay cool.
dev21
17,087
Mateo.
dev21
17,088
Who are you?
dev21
17,089
So tired I am.
dev21
17,090
Well, it wasn't that bad.
dev21
17,091
I was delayed a half an hour from Newark and then was only about a half an hour late getting into Houston.
dev21
17,092
I made it to bed by 12:15 am and managed to drag myself out of bed at 5 am.
dev21
17,093
I have a bunch of work to do this week which SUCKS, but I'm interested and excited about what I have to do, so it's good.
dev21
17,094
Fortunately this scheduling thing has become second nature so I don't really have to think too much this morning.
dev21
17,095
How are you?
dev21
17,096
Mat
dev21
17,097
Hey, we need to talk.
dev21
17,098
So far I've gotten Duncan's check and that's it.
dev21
17,099
I have not gotten the place yet, since I was waiting for you to tell me that they are on their way.
dev21
17,100
Since I have not heard from you, I'm assuming they are not....so what's up?
dev21
17,101
I still need everyone's email because I don't not have those original messages with everyones address on them.
dev21
17,102
I think it would be great if everyone who's commited could send me an email just saying when they plan on paying...I guess it's really only your friend and Duncan's friend, so I guess it's not really a big deal.
dev21
17,103
I don't know, I guess I just don't have a warm fuzzy feeling because you're the only person I speak to and I often times have trouble getting in touch with you, which by the way, you never did reply to my email asking how often you read you email so I know whether I should use it to get in touch with you.
dev21
17,104
Anyway, I just got back from NYC...had a great time, except for the fact that Scully feels the need to build a wall between us.
dev21
17,105
I can deal, but its just kind of annoying.
dev21
17,106
I just feel the need to put this skiing thing to bed quickly.
dev21
17,107
Mat
dev21
17,108
Oh yes, I had a good time, although very exhausted from getting in late.
dev21
17,109
Did you have a good weekend?
dev21
17,110
Hand out with Marky much?
dev21
17,111
I noticed some of my wine stash was depleted.
dev21
17,112
Did you have anything to do with that?
dev21
17,113
Mat
dev21
17,114
Ina, I need to be able to pull price curves from the Oracle database.
dev21
17,115
Can you please see to it that I get the proper access tomorrow.
dev21
17,116
This is required for a special project for Phillip, so it is high priority.
dev21
17,117
Let me know if you need any further clarification of what I need, but I think IT should know.
dev21
17,118
Thank you.
dev21
17,119
Mat
dev21
17,120
Hey, just wanted to let you know I made $10,000 today (for me that is).
dev21
17,121
Just wanted to tell someone...it's for doing the trading track.
dev21
17,122
Mat
dev21
17,123
Tonight my ass...call me now...713-853-0472.
dev21
17,124
so not even remotely funny.
dev21
17,125
Thanks for reminding me, I was in the process of emailing you, but I got distracted.
dev21
17,126
Anyway, it was working for Ken because he had someone's password coded into the file.
dev21
17,127
One of the IT guys found it and coded it into my file, so that I really don't need access anymore.
dev21
17,128
Apparently I have all the necessary software as well.
dev21
17,129
Thanks.
dev21
17,130
Mat
dev21
17,131
Phillip, I'm building a sheet for each person specifically for financial hedging.
dev21
17,132
Each day it will pull in the previous days position and previous day price curve to calculate the mark to market.
dev21
17,133
Then that day's transactions can be entered to calculate the P & L of transactions which close out previous positions, as well as to calculate the new open positions.
dev21
17,134
Initially, I thought that daily P&L could be calculated by simply adjusting the P&L whenever a transaction was made by the difference between the bid/offer of the closed out position by the offer/bid of the new position (of course time value and storage costs would be included).
dev21
17,135
However, this only works if the person is 100% hedged, meaning they do not have any open positions which require marking.
dev21
17,136
As the seller of synthetic storage utilizing 100% hedging, I should be able to do this, except for the fact that I will have size limits on transactions that will probably leave me open here and there.
dev21
17,137
The main question I have is simply, "Should I be calculating the P&L for each person's storage book for open and closed positions?"
dev21
17,138
Then beyond that, if we do calculate the P&L's from the buyer side, it seems that if their storage is not hedged, I will have to develop the market value of the storage in the ground and the remaining capacity to mark to market it.
dev21
17,139
So, I guess I could apply the model for that purpose.
dev21
17,140
Does this make sense to you?
dev21
17,141
Any comments are appreciated.
dev21
17,142
Thanks.
dev21
17,143
Mat
dev21
17,144
I was waiting by the phone all day and night for you to call, but no, I was ever dissappointed that I was not a high priority for you.
dev21
17,145
I suppose I'll just keep waiting.
dev21
17,146
Mat
dev21
17,147
Tom, Thanks for the new version.
dev21
17,148
I finally got the other version to work, but only by running it on Ken's computer.
dev21
17,149
I have some questions regarding the summary sheet, and I plan on spending a significant amount of time with the model this weekend....so yes, let's meet tomorrow if possible.
dev21
17,150
Mike, Here is the proposal we had discussed today.
dev22
17,609