找回密码
 注册
搜索
楼主: bluecloser

[原创] 大量做空UNG

[复制链接]
发表于 2009-8-29 08:32 PM | 显示全部楼层


本帖最后由 egghead1 于 2009-8-29 22:48 编辑

38# bluecloser


Compared to your language, I didn't use any strong words. I simply pointed out that it's not polite to use foul language on other people and you should show respect for people. And your example is clearly based on the assumption that NG is in contango and the curve flattens along the way. Am I missing anything? Invert the curve to backwardation and then assume the curve flattens along the way. Can you still draw the same conclusion that UNG is going to 2? I don't have a problem with your trade. I just think showing some courtesy never hurts anything, even if you think you know more.
回复 鲜花 鸡蛋

使用道具 举报

发表于 2009-8-30 01:08 PM | 显示全部楼层
Holder of UNG should cut loss now?
回复 鲜花 鸡蛋

使用道具 举报

发表于 2009-8-31 10:23 PM | 显示全部楼层
42# johndai

i did and lost 2k. tomorrow i will short at the top!
回复 鲜花 鸡蛋

使用道具 举报

发表于 2009-8-31 10:33 PM | 显示全部楼层
这个UNG很可能要成为DQ股神rimm的滑铁卢。
回复 鲜花 鸡蛋

使用道具 举报

发表于 2009-8-31 10:52 PM | 显示全部楼层
Cannot remember clearly. One phrase in future market says  " time to buy natural gas in summer and buy oil in winter"
回复 鲜花 鸡蛋

使用道具 举报

发表于 2009-9-1 09:10 AM | 显示全部楼层
这个UNG很可能要成为DQ股神rimm的滑铁卢。
dividend_growth 发表于 2009-8-31 23:33


Maybe not. I think UNG is near bottom.
回复 鲜花 鸡蛋

使用道具 举报

 楼主| 发表于 2009-9-1 10:00 AM | 显示全部楼层
dude, give us some good reasoning so that everyone learns from you. Anyone can easily claim that every day is a bottom day.
回复 鲜花 鸡蛋

使用道具 举报

 楼主| 发表于 2009-9-1 10:52 AM | 显示全部楼层
UNG的net asset value已经进入8块区了。
回复 鲜花 鸡蛋

使用道具 举报

发表于 2009-9-1 10:54 AM | 显示全部楼层
楼主,那么hnu.to有操作性吗?我手里拿有hnu.to,要割掉吗?谢谢
回复 鲜花 鸡蛋

使用道具 举报

 楼主| 发表于 2009-9-1 11:03 AM | 显示全部楼层
和UNG类似的东西吗?我不懂它持有什么,怎么roll-over等,所以不能评论。不过持有天然气短期向下走是肯定的。怎样roll-over等机制决定了长期还能往下走多远。

如果是持有天然气公司股票,那就是另一回事了。可能还会bullish。天然气公司面临重新洗牌,大公司将无限受益。
回复 鲜花 鸡蛋

使用道具 举报

发表于 2009-9-1 11:20 AM | 显示全部楼层
50# bluecloser


hnu.to是天然气的etf,天然气跌他就跌,如果你看空天然气的话,那就等于要割掉hnu.to 了,因为现在ng在3元左右,但还会跌到2.3左右,是吧?
回复 鲜花 鸡蛋

使用道具 举报

 楼主| 发表于 2009-9-1 01:58 PM | 显示全部楼层
fundamental支持继续跌。这个月份的前20calendar days如果有大涨,我都会觉得很惊讶。
像UNG之类的ETF,做空永远比作多有优势。股票类则相反,做多永远比做空优势略大。
回复 鲜花 鸡蛋

使用道具 举报

发表于 2009-9-1 09:35 PM | 显示全部楼层
有无short天然气的ETF?谢!
回复 鲜花 鸡蛋

使用道具 举报

 楼主| 发表于 2009-9-2 10:52 AM | 显示全部楼层
UNG个位数了。
回复 鲜花 鸡蛋

使用道具 举报

发表于 2009-9-2 01:32 PM | 显示全部楼层
54# bluecloser

Thanks, real HH!
回复 鲜花 鸡蛋

使用道具 举报

发表于 2009-9-2 09:35 PM | 显示全部楼层
54# bluecloser


Does LZ have a target for UNG?

Thanks,

回复 鲜花 鸡蛋

使用道具 举报

发表于 2009-9-3 01:39 AM | 显示全部楼层
强人牛人爽人---很久没有读到这么好的帖子了。NND,今晚查读一下你家伙的所有帖子,搞得又要晚睡了!
回复 鲜花 鸡蛋

使用道具 举报

发表于 2009-9-3 05:54 AM | 显示全部楼层
本帖最后由 howardzw88 于 2009-9-3 06:57 编辑 53# 天天好运 The short of natural gas is hnd.to but be careful. It is gone up from about $3.28 Can to now $23.58 today.
回复 鲜花 鸡蛋

使用道具 举报

发表于 2009-9-3 04:49 PM | 显示全部楼层
Mr. Bluecloser

Natural gas future is already 2.5. What is the next? My take is it will break the low of 2002 eventually. That is it will go to 1.xx. But I am not sure if it will bounce before another leg down.

How do you think?

Thanks!
回复 鲜花 鸡蛋

使用道具 举报

 楼主| 发表于 2009-9-3 05:32 PM | 显示全部楼层
my guess is that it is going down further. but it seems it will have a bounce towards 2.60. I would be surprised if it jumps above 2.60.

my trading rule is that if I expect something to bounce small and then head down much further, I would not cover my shorts. what if it never bounces, or what if it just bounces for a couple of pennies. it is ok to eat that loss for more gain.
回复 鲜花 鸡蛋

使用道具 举报

您需要登录后才可以回帖 登录 | 注册

本版积分规则

手机版|小黑屋|www.hutong9.net

GMT-5, 2025-7-23 08:36 PM , Processed in 0.078664 second(s), 14 queries .

Powered by Discuz! X3.5

© 2001-2024 Discuz! Team.

快速回复 返回顶部 返回列表