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don't know how to do that instant messenger thing anymore.
dev34
volume very, very light.
dev34
most of stated volume in spreads and TAS.
dev34
No one seems to want to be in the office this week.
dev34
Everyone wants to get this year over with.
dev34
Keep pumping in the fundamental info.
dev34
very good stuff and i'm not getting it anywhere else.
dev34
Here is the name of an available options trader: Jeremy Sorkin VP, Deutsche Bank Would fit Enron culture, but have had little contact with him professionally.
dev34
Might be worth bringing him in. Tell me if you want me to call him.
dev34
Please approve Dutch for ICE Enron North America Corp.
dev34
The positions went over limits due to the sale of HPL and subsequent unwind of hedges associated with the transaction.
dev34
Attempts are being made to unwind those positions currently
dev34
wish you guys were going a week earlier.
dev34
i'm going next weekend.
dev34
too much vegas is bad for the soul....and the wallet.
dev34
what is this???
dev34
very useful...thx.
dev34
keep me posted
dev34
thx and have fun on vaca
dev34
fill me in. how can i eavesdrop??
dev34
please set me up to trade crude.
dev34
John
dev34
Torrey: Can you also approve Mike Maggi to trade crude as well.
dev34
Thanks for your help.
dev34
John
dev34
that info is correct.
dev34
i would have paid you in full Tueday morning and resigned my bookie services...
dev34
if we were open today, where would you open it?
dev34
i was thinking about 25.
dev34
i'll sell everything on access down 15
dev34
you must bet sugar and orange bowls
dev34
take me off your mailing list
dev34
i'm paying you in stock options
dev34
take me off your mailing list
dev34
He joined the group 2 weeks ago.
dev34
Put him in my cost center.
dev34
Ed: I am starting options on EOL in about two weeks.
dev34
As we discussed earlier, I don't have the appropriate manpower to run this in certain circumstances, such as when I'm out of the office.
dev34
As such, I'd like to bring in John Griffith for anohter round of interviews for an options trading role with your permission.
dev34
John
dev34
are you free for a drink/dinner Wednesday night?
dev34
glad you enjoyed yourself even though you didnt get to go to ny.
dev34
maybe next year.
dev34
Had a great time in new orleans but it was freezing.
dev34
nice to get away.
dev34
going to vegas this weekend to watch the football games.
dev34
love you, john
dev34
what is the (correct) formula you devised for profitability on last trade is mid?
dev34
I want John to interview with the various desk heads (Scott, Hunter, Phillip, Tom).
dev34
I think I'm going to tell John not to mention the past.
dev34
It's an issue that doesn't need to be made public and as long as Lavo and myself are okay with it, I don't see the need to get individual approval from everyone.
dev34
Thanks for your help, John
dev34
John: I would like for you to come talk to a couple more people on the gas floor about a possible position down the road.
dev34
My assistant Ina Rangle is going to schedule a couple interviews.
dev34
Please coordinate with her.
dev34
John
dev34
what's this about?
dev34
please schedule a round of interviews with john griffith with scott, hunter, phillip, and tom asap (today if possible).
dev34
You are hereby invited to the tenth annual Spectron/Enron Celebrity Tony's dinner featuring Brian Tracy, John Arnold, and Mike Maggi.
dev34
Regrets only, John
dev34
sorry i've taken so long...just been trying to fend off the chicks.
dev34
life is sooooo hard sometimes.
dev34
MONKEY !!!!!!!!!!!!!!!!!
dev34
next Thursday at 7:00 pm
dev34
Can you put a notice on EOL that due to MLK day, we will be closed Sunday and be offering Nymex products only from 4-7 on Monday.
dev34
Thanks, John
dev34
Glad to hear progress is being made.
dev34
I went to Vandy but a little later...
dev34
1992-5.
dev34
a couple of observations from here: cash/futures getting whacked.
dev34
whereas last weekend cash traded $1 over G, this weekend will probably trade $.15 over.
dev34
the lack of weather giving the market time to regroup.
dev34
good thing because another week of cold and the system was going to break.
dev34
certainly still has that chance in feb.
dev34
saw utilities recently staying on a verystrict withdrawal schedule and meeting any extra demand through spot market.
dev34
in effect, they said we're not withdrawing anymore so we'll buy marketers storage.
dev34
they had to encourage marketers to sell it to them, so cash was extremely strong in periods of even normal demand and should continue to be if/when any weather comes again.
dev34
this week demand so low that utilities can meet demand without buying much in mkt.
dev34
g/h getting whacked in sympathy.
dev34
probably priced 25 term deals through broker market and own originators in past two days.
dev34
24 were from the buy side.
dev34
it's as if pira came in and told everyone term was cheap.
dev34
however, they've got the opposite view.
dev34
customers just seeing gas at $4 anytime as being okay now.
dev34
don't see any let up in back support for a while.
dev34
front spreads the hardest call right now.
dev34
g/h h/j j/k ???
dev34
can't decide what to do with them and from the volatility in them, appears neither can anybody else.
dev34
almost think best play is taking feb gas daily against march, hoping for a cold spell that breaks the system and get a couple $20+ prints in cash.
dev34
probably as likely to happen in g as h and g/h has much less downside.
dev34
doing well here.
dev34
actually having the best month ever 11 days in. played front short against term length.
dev34
got out of front shorts today.
dev34
probably early but gas has a history of getting off the canvas when least expected.
dev34
will keep term length meanwhile.
dev34
i've hated summer backwardation forever.
dev34
agree about u/h.
dev34
a little less crazy about the trade now because i think the easy money was made over the past two days.
dev34
unbelievable spec demand for next winter over past week kept summer winter spread constant on rally up and crushed on move down.
dev34
jv/xh went from 22 to 3.5 in 5 days while front virtually unchanged.
dev34