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arnold-j/discussion_threads/118.
|
subject: test
content: home.enron.com
this is home.enron.com.
| ||
arnold-j/discussion_threads/119.
|
subject:
content: Boys:
I'm sorry you were not able to attend last night. I do appreciate your
efforts to make this book as successful as it has been. It's not quite the
same as being in my company, but take your respective wives, or swap, I don't
care, out this weekend on me. Try to keep it under $300 per couple. Keep up
the good work,
John
| ||
arnold-j/discussion_threads/12.
|
subject:
content: Hey:
Any good set of 4 available for Sunday's game
| ||
arnold-j/discussion_threads/120.
|
subject:
content: Jeff:
Anything ever happen with Pedron?
John
| ||
arnold-j/discussion_threads/121.
|
subject:
content: Just an update: Today I set up a front month fixed price gas daily product
priced at parity to NYMEX. I thought the response was tremendous. It really
shows that we might have an angle to put out more of the curve and become the
predominant benchmark for the industry rather than the exchange.
One problem I had was linking 2 syncopated basis products. I set up a new
product for the prompt that was Nov GD/D Henry Hub that was a syncopated
basis of 0/0 to the Nov Nymex. However, since Dec Nymex is a syncopated
basis to Nov Nymex, I could not set up a syncopated basis link around the Dec
Nymex. Any ideas?
| ||
arnold-j/discussion_threads/122.
|
subject: Nigel Patterson
content: Can you swap me with Fletch. Try to make all of my interviews as late as
possible.
Thx
John
---------------------- Forwarded by John Arnold/HOU/ECT on 09/29/2000 04:55
PM ---------------------------
Enron North America Corp.
From: Kimberly Hillis 09/29/2000 09:52 AM
To: John Arnold/HOU/ECT@ECT, Fletcher J Sturm/HOU/ECT@ECT, Kevin M
Presto/HOU/ECT@ECT, Mark Dana Davis/HOU/ECT@ECT, Rogers Herndon/HOU/ECT@ect,
John J Lavorato/Corp/Enron@Enron, David W Delainey/HOU/ECT@ECT, Greg
Whalley/HOU/ECT@ECT
cc: Ina Rangel/HOU/ECT@ECT, Kay Chapman/HOU/ECT@ECT, Felicia
Doan/HOU/ECT@ECT, Tamara Jae Black/HOU/ECT@ECT, Airam Arteaga/HOU/ECT@ECT,
Jessica Ramirez/HOU/ECT@ECT
Subject: Nigel Patterson
Below please find a copy of the resume and the itinerary for Nigel
Patterson.
If you have any questions, please do not hesitate to call me or John Lavorato.
Thanks for you help.
Kim
x30681
12:30 - 1:00 Rogers Herndon (EB3320)
1:00 - 1:30 Kevin Presto (EB3320)
1:30 - 2:00 Dana Davis (EB3320)
2:00 - 2:30 Dave Delainey (EB3314)
2:30 - 3:00 John Arnold (EB3320)
3:15 - 4:00 Greg Whalley (EB2801)
4:00 - 4:30 Fletch Sturm (EB3320)
| ||
arnold-j/discussion_threads/123.
|
subject: small ventures usa
content: Russell:
I think I should give you a little background on small ventures. Bill
Perkins and I have a strong personal and professional relationship. He is an
extremely creative individual. Whalley actually commented on him today as
someone "who thinks outside the box". Bill actually sat in a bar four years
and said the next tradeable market would be bandwidth. He has been
successful in the gas business when he has had someone to filter his ideas.
As such he provides an informal consulting role to Enron. He throws out
ideas and, every once in a while, he comes up with a great one. He pointed
out an anomalous pricing occurence in the options market, a market I normally
don't follow closely, that I translated into a multimillion dollar trade for
Enron. In return, I have agreed to have Enron intermediate his trades within
reason. I want to emphasize that continuing this relationship should be
considered a high priority. I am willing to accept some of the credit risk
exposure as a cost of doing business. Bill understands his role as an
independent in the market and performs the right risk/reward trades for
someone with finite capital. I place very high confidence in Bill not
conducting high risk trades. Having said that, we certainly need to monitor
his credit exposure and continue to require LC's. Just understand that he is
at a different level of sophistication that any other non-investment grade
counterparty.
I understand there was some concern in regards to the Transco Z6 spread
option he traded. He was absolutely right about the valuation and we, on the
trading desk, knew it as well. There are a couple isolated products that
Enron does not do a good job of valuing because of systems limtations. This
was one product. Our spread options are booked in Excel using option pricing
models created by the research group. The problem with these models is that
they are strictly theoretical and don't take into account gas fundamental
price limitations. For instance, it is less probable, though not impossible,
for a transport spread from a production area to a market area to go within
variable cost than the models predict. Thus it is necessary to apply a
correlation skew curve on top of the overlying correlation used. Obviously,
we have this function in our pricing models. I was not aware this
methodology had not been transferred to the valuation models. This has since
been changed. Fortunately these incidents tend to be extremely rare as very
few non-investment grade companies trade these types of products.
Finally, on Friday Bill wanted to do a trade that reduced his exposure to
Enron. I gave Mike Maggi the go ahead to do the trade without consulting
credit. I do not believe that I acted out of line in approving this trade
considering the circumstances. If you believe differently, please advise.
Thanks,
John
| ||
arnold-j/discussion_threads/124.
|
subject:
content: John:
I have asked Mike and Larry to spend half an hour each talking to you about
opportunities on the gas floor. Please advise if the following schedule is
unacceptable. I will be leaving today at 2:15.
Larry 4:00-4:30
Mike 4:30-5:00
Thanks,
John
| ||
arnold-j/discussion_threads/125.
|
subject:
content: http://ecthou-webcl1.nt.ect.enron.com/research/Weather/WeatherMain.htm
| ||
arnold-j/discussion_threads/126.
|
subject:
content: Hey:
I just want to confirm the trades I have in your book.
Trade #1. I sell 4000 X @ 4652
Trade #2. I buy 4000 X @ 4652
I sell 4000 X @ 4902
Trade #3 I buy 4000 X @ 5000
I sell 4000 F @ 5000
Net result: I have 4000 F in your book @ 4902.
Thanks,
John
| ||
arnold-j/discussion_threads/127.
|
subject: Re: requirement document
content: Can you handle this. Please forward all names on the daily P&L sheet. I get
a copy every day if you need.
---------------------- Forwarded by John Arnold/HOU/ECT on 10/04/2000 04:11
PM ---------------------------
Brian Hoskins@ENRON COMMUNICATIONS
10/04/2000 11:55 AM
To: Ina Rangel/HOU/ECT@ECT
cc: Fangming Zhu/Corp/Enron@ENRON, John Arnold/HOU/ECT@ECT
Subject: Re: requirement document
Ina,
We're setting up a secure message board for all the traders on the floor.
Can you please provide Fangming with our current list of gas traders?
Thanks,
Brian
Brian T. Hoskins
Enron Broadband Services
713-853-0380 (office)
713-412-3667 (mobile)
713-646-5745 (fax)
[email protected]
----- Forwarded by Brian Hoskins/Enron Communications on 10/04/00 12:01 PM
-----
Fangming Zhu@ENRON
10/03/00 11:14 AM
To: Brian Hoskins/Enron Communications@ENRON COMMUNICATIONS
cc:
Subject: Re: requirement document
Brian,
Please provide the list of user's NT loginID and their full name whoever
will use this application. I am going to set up the security for them while I
am buiding the application.
Thanks,
Fangming
Brian Hoskins@ENRON COMMUNICATIONS
09/28/2000 02:31 PM
To: Fangming Zhu/Corp/Enron@ENRON
cc: Allen Elliott/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT
Subject: Re: requirement document
Fangming,
Looks good. That's exactly what we're looking for. John, please comment if
there are any additional features you'd like to add.
Brian
Brian T. Hoskins
Enron Broadband Services
713-853-0380 (office)
713-412-3667 (mobile)
713-646-5745 (fax)
[email protected]
Fangming Zhu@ENRON
09/28/00 02:23 PM
To: Brian Hoskins/Enron Communications@Enron Communications
cc: Allen Elliott/HOU/ECT@ECT
Subject: requirement document
Hi, Brian:
Please review attached requirement document and reply this message with any
comments. Once you approve it, I am going to build the application.
Thanks,
Fangming
| ||
arnold-j/discussion_threads/128.
|
subject: RE: WEFA's Outlook for Natural Gas
content: Something to take a look at
---------------------- Forwarded by John Arnold/HOU/ECT on 10/04/2000 04:17
PM ---------------------------
From: Jennifer Fraser 10/04/2000 11:10 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: RE: WEFA's Outlook for Natural Gas
---------------------- Forwarded by Jennifer Fraser/HOU/ECT on 10/04/2000
11:08 AM ---------------------------
"Goyburu, Alfredo" <[email protected]> on 10/04/2000 10:52:58 AM
To:
cc:
Subject: RE: WEFA's Outlook for Natural Gas
Thank you for your interest in Ron Denhardt's comments on Natural Gas.
If you have any difficulty opening or using the file, please write to me or
give me a call.
Al Goyburu
Electric Power
WEFA Energy
610-490-2648
<<NAPC--Oct 2000.ppt>>
- NAPC--Oct 2000.ppt
| ||
arnold-j/discussion_threads/129.
|
subject:
content: John:
Please call Lavorato's secretary, Kim, and schedule a time to talk with John
ASAP.
Thanks,
John
| ||
arnold-j/discussion_threads/13.
|
subject:
content: call me if you're in town this weeekend
| ||
arnold-j/discussion_threads/130.
|
subject:
content: I've got your tix. Just two though. I left them in my car. Can you walk
down with me around 11:45-12:00?
| ||
arnold-j/discussion_threads/131.
|
subject:
content: Hey:
I hope you know we were just kidding with you yesterday. We don't get many
strangers on the floor so we have to harass them when we do.
I think I am a couple of the "we are not" attributes in your book. Is that
going to cause me any problems going forward?
John
| ||
arnold-j/discussion_threads/132.
|
subject:
content: how was the concert?
| ||
arnold-j/discussion_threads/133.
|
subject:
content: Gary:
Just checking to see if the Trader's Roundtable includes us gas boys. I
would certainly be interested in attending.
John
| ||
arnold-j/discussion_threads/134.
|
subject: Executive Reports Viewer: NEW LOCATION
content: I can't get into this....any ideas?
---------------------- Forwarded by John Arnold/HOU/ECT on 10/14/2000 05:12
PM ---------------------------
Christa Winfrey
10/06/2000 06:00 PM
To: Chris Abel/HOU/ECT@ECT, Darin Talley/Corp/Enron@ENRON, Alisa
Green/HOU/ECT@ECT, Eugenio Perez/HOU/ECT@ECT, Faith Killen/HOU/ECT@ECT, Gary
Hickerson/HOU/ECT@ECT, Gary Stadler/Enron Communications@Enron
Communications, Greg Whalley/HOU/ECT@ECT, Cliff Baxter/HOU/ECT@ECT, John J
Lavorato/Corp/Enron@Enron, John Sherriff/LON/ECT@ECT, Kevin Hannon/Enron
Communications@Enron Communications, Kimberly Hillis/HOU/ECT@ect, Kevin M
Presto/HOU/ECT@ECT, Michael Benien/Corp/Enron@ENRON, Mark Frank/HOU/ECT@ECT,
Mark E Haedicke/HOU/ECT@ECT, Michael E Moscoso/HOU/ECT@ECT, Patricia
Anderson/HOU/ECT@ECT, Raymond Bowen/HOU/ECT@ECT, Rick Buy/HOU/ECT@ECT, Rudi
Zipter/HOU/ECT@ECT, Sally Beck/HOU/ECT@ECT, Shona Wilson/NA/Enron@Enron, Tim
Belden/HOU/ECT@ECT, Trey Hardy/HOU/ECT@ect, Tammy R Shepperd/HOU/ECT@ECT,
Veronica Valdez/HOU/ECT@ECT, William S Bradford/HOU/ECT@ECT, Wes
Colwell/HOU/ECT@ECT, Bjorn Hagelmann/HOU/ECT@ECT, Brent A Price/HOU/ECT@ECT,
David W Delainey/HOU/ECT@ECT, Mark Frevert/NA/Enron@Enron, Jeffrey A
Shankman/HOU/ECT@ECT, Cassandra Schultz/NA/Enron@Enron, Daniel
Falcone/Corp/Enron@ENRON, Frank Hayden/Corp/Enron@Enron, Frank
Prejean/HOU/ECT@ECT, James New/LON/ECT@ECT, John L Nowlan/HOU/ECT@ECT, Kevin
Beasley/Corp/Enron@ENRON, Kevin Sweeney/HOU/ECT@ECT, Liz M
Taylor/HOU/ECT@ECT, Minal Dalia/HOU/EES@EES, Nelson Bibby/LON/ECT@ECT, Scott
Earnest/HOU/ECT@ECT, Scott Tholan/Corp/Enron@Enron, Thomas Myers/HOU/ECT@ECT,
George McClellan/HOU/ECT@ECT, Eric Groves/HOU/ECT@ECT, John
Massey/HOU/ECT@ECT, Jeff Smith/HOU/ECT@ECT, Kevin McGowan/Corp/Enron@ENRON,
Mason Hamlin/HOU/ECT@ECT, Kenneth Lay/Corp/Enron@ENRON, Joseph W
Sutton@Enron, Jeffrey K Skilling@Enron, LaCrecia Davenport/Corp/Enron@Enron,
Rebecca Phillips/HOU/ECT@ECT, Ted Murphy/HOU/ECT@ECT, Stacey W
White/HOU/ECT@ECT, Vladimir Gorny/HOU/ECT@ECT, Daniel Reck/HOU/ECT@ECT, Sunil
Dalal/Corp/Enron@ENRON, Fletcher J Sturm/HOU/ECT@ECT, Gabriel
Monroy/HOU/ECT@ECT, Robin Rodrigue/HOU/ECT@ECT, Brian Redmond/HOU/ECT@ECT,
Christopher F Calger/PDX/ECT@ECT, Cheryl Dawes/CAL/ECT@ECT, W David
Duran/HOU/ECT@ECT, Georgeanne Hodges/HOU/ECT@ECT, Jim Coffey/HOU/ECT@ECT,
Janet R Dietrich/HOU/ECT@ECT, Jeff Donahue/HOU/ECT@ECT, Julie A
Gomez/HOU/ECT@ECT, Jill Louie/CAL/ECT@ECT, Jean Mrha/NA/Enron@Enron, Jere C
Overdyke/HOU/ECT@ECT, Jody Pierce/HOU/ECT@ECT, John Thompson/LON/ECT@ECT,
Kathryn Corbally/Corp/Enron@ENRON, Laura E Scott/CAL/ECT@ECT, Michael S
Galvan/HOU/ECT@ECT, Michael Miller/EWC/Enron@ENRON, Mark Tawney/HOU/ECT@ECT,
Paula McAlister/LON/ECT@ECT, Richard Lydecker/Corp/Enron@Enron, Rodney
Malcolm/HOU/ECT@ECT, Rob Milnthorp/CAL/ECT@ECT, Scott Josey/Corp/Enron@ENRON,
Andrea V Reed/HOU/ECT@ECT, Brenda F Herod/HOU/ECT@ECT, Chris
Komarek/Corp/Enron@Enron, Cris Sherman/HOU/ECT@ECT, David Leboe/HOU/ECT@ECT,
Gail Tholen/HOU/ECT@ECT, Greg Whiting/Corp/Enron@ENRON, Herman
Manis/Corp/Enron@ENRON, Hope Vargas/HOU/ECT@ECT, Lon Draper/CAL/ECT@ECT, Mary
Lynne Ruffer/HOU/ECT@ECT, Stanley Farmer/Corp/Enron@ENRON, Stephen
Wolfe/HOU/ECT@ECT, Hunter S Shively/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT,
Jonathan McKay/CAL/ECT@ECT, Jim Schwieger/HOU/ECT@ECT, Mike
Grigsby/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT, Scott Neal/HOU/ECT@ECT,
Thomas A Martin/HOU/ECT@ECT, Andrew, Andrew R Conner/HOU/ECT@ECT, Bob
Crane/HOU/ECT@ECT, John Jacobsen/HOU/ECT@ECT, Matthew Adams/Corp/Enron@ENRON,
Steven Kleege/HOU/ECT@ECT, Tracy Beardmore/NA/Enron@Enron, Robert
Richard/Corp/Enron@ENRON, Timothy M Norton/HOU/ECT@ECT, Michael
Nguyen/HOU/ECT@ECT, D Todd Hall/HOU/ECT@ECT, Eric Moon/HOU/ECT@ECT, Jenny
Latham/HOU/ECT@ECT, Valarie Sabo/PDX/ECT@ECT, Monica Lande/PDX/ECT@ECT, Vince
J Kaminski/HOU/ECT@ECT
cc: Vern Vallejo/HOU/ECT@ECT, Sally Chen/NA/Enron@Enron, Annemieke
Slikker/NA/Enron@Enron, Kristin Walsh/HOU/ECT@ECT
Subject: Executive Reports Viewer: NEW LOCATION
As of midnight, Saturday, October 7th, the Executive Reports Viewer will no
longer be accessible at its current location, due to IT modifications. The
system has been redesigned to allow access via Internet Explorer (you cannot
use Netscape). The new location is http://ersys.corp.enron.com.
This change will ONLY affect the viewing of the reports; it will NOT impact
the publishing of the reports.
A shortcut icon can be created by dragging the Internet Explorer Logo
(located in the address field next to the URL) to the desktop.
If you have any questions, please do not hesitate to call Kristin Walsh at
3-9510 or myself at 3-9307.
Thank you for your understanding,
Christa Winfrey
| ||
arnold-j/discussion_threads/135.
|
subject:
content: anything new in the world of marketing?
| ||
arnold-j/discussion_threads/136.
|
subject: Video for Enron Management Conference
content: Please call her and schedule
---------------------- Forwarded by John Arnold/HOU/ECT on 10/17/2000 06:52
PM ---------------------------
MARGE
NADASKY
10/17/2000 08:53 AM
To: Danny McCarty/ET&S/Enron@Enron, Shelley Corman/ET&S/Enron@ENRON, Bill
Cordes/ET&S/Enron@ENRON, John Arnold/HOU/ECT@ECT, Janet R
Dietrich/HOU/ECT@ECT, Gene Humphrey/HOU/ECT@ECT, Michael Kopper/HOU/ECT@ECT,
Paul Racicot/Enron Communications@Enron Communications, Ed Smida/Enron
Communications@Enron Communications, Mark Palmer/Corp/Enron@ENRON, Dan
Leff/HOU/EES@EES, Elizabeth Tilney/HOU/EES@EES, Marty Sunde/HOU/EES@EES,
Charlene Jackson/Corp/Enron@ENRON, Kirk
McDaniel/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT
cc: Terrie James/Enron Communications@Enron Communications
Subject: Video for Enron Management Conference
We need you -- for the Management Conference video
We are working with the Office of the Chairman in preparing a video that
celebrates how Enron has reinvented itself many times over in the last 15
years, which is the theme of this year's Enron Management Conference. We
will be videotaping members of the Enron Executive Committee this week who
will be sharing and swapping stories with each other about Enron's past.
Then we will fast forward to today -- that's where you come in. We want each
of you to talk about what you and your group are doing right now that
represent how Enron continues to change and reinvent itself.
We will be videotaping October 24 and 25 in EB-50M05. Please call or e-mail
Marge Nadasky on Ext. 36631 as soon as possible to schedule a time that works
best for you on either of these days. We expect the taping will only take 20
minutes or so.
Again, your comments will help make this video fun and informative. Thanks
for your participation.
| ||
arnold-j/discussion_threads/137.
|
subject:
content: can you find out if the tech group has scheduled installation of a dsl line
in my apartment?
| ||
arnold-j/discussion_threads/138.
|
subject:
content: rajib:
The following are my bids for the asian option:
GQ 1 : .41
GQ 2 : .63
GQ 3 : .57
| ||
arnold-j/discussion_threads/139.
|
subject:
content: if only i didn't have a position today I'd be ok
| ||
arnold-j/discussion_threads/14.
|
subject: Option Analysis on NG Price Book
content: ---------------------- Forwarded by John Arnold/HOU/ECT on 04/11/2000 04:57
PM ---------------------------
From: Rudi Zipter
04/08/2000 09:03 AM
To: John Arnold/HOU/ECT@ECT
cc: Vladimir Gorny/HOU/ECT@ECT, Minal Dalia/HOU/ECT@ECT, Sunil
Dalal/Corp/Enron@ENRON
Subject: Option Analysis on NG Price Book
John,
Several months ago we talked about the development of an option analysis tool
that could be used to stress test positions under various scenarios as a
supplement to our V@R analysis. We have recently completed the project and
would like to solicit your feedback on the report results.
We have selected your NG price position for April 4, 2000 (POST-ID 753650)
for the initial analysis. Attached in the excel file below you will find:
Analysis across the various forward months in your position
Underlying vs. Greeks, theoretical P&L
Volatility vs. Greeks, theoretical P&L
Time change vs. Greeks, theoretical P&L
Summary of your Overall Position analysis
Underlying vs. Greeks, theoretical P&L
Volatility vs. Greeks, theoretical P&L
Time change vs. Greeks, theoretical P&L
Multiple Stress Analysis
The attached Word document demonstrates the multiple stress choices. I have
included a tab in the excel file that demonstrates the theoretical P/L
resulting from shifts in both volatility and underlying price.
Please note that the percentage changes across the column headers are not in
absolute terms (for example, if the ATM volatility in a given month is 40%
and the stress is -10% then the analysis is performed under a volatility
scenario of 36%)
Thanks,
Rudi
| ||
arnold-j/discussion_threads/140.
|
subject:
content: Andy:
I tried to open EOL at 4 on Sunday, but we had systems problems that delayed
the opening until 6:05. This is the third time in four or five sessions when
EOL had problems on Sunday. Anything you can do to improve reliability would
be appreciated.
John
| ||
arnold-j/discussion_threads/141.
|
subject: Re:
content: ---------------------- Forwarded by John Arnold/HOU/ECT on 10/23/2000 07:42
AM ---------------------------
Jennifer Burns
10/23/2000 07:40 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Re:
That's weird......because Jeff and I were talking about Bill on Friday, I
didn't get the picture that Jeff thought he was that great. And Bill hasn't
been up here at all?????? I won't say anything.....
John Arnold
10/23/2000 07:30 AM
To: Jennifer Burns/HOU/ECT@ECT
cc:
Subject: Re:
No, i thought you would have known. don't tell shank i told you.
Jennifer Burns
10/22/2000 07:24 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Re:
WHAT????????? You are shitting me!!!!!!
John Arnold
10/22/2000 06:26 PM
To: Jennifer Burns/HOU/ECT@ECT
cc:
Subject: Re:
i heard he's interviewing to be Shankman's right hand man
Jennifer Burns
10/20/2000 02:12 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject:
I saw Bill Perkins today, he was on 33. I heard someone call my name and I
was like hey Bill. Weird huh?
| ||
arnold-j/discussion_threads/142.
|
subject:
content: don't forget you owe me dinner...
| ||
arnold-j/discussion_threads/143.
|
subject: daily charts, perpetual gasoline and nat gas strip matrix as hot
content: ---------------------- Forwarded by John Arnold/HOU/ECT on 10/25/2000 07:34
AM ---------------------------
[email protected] on 10/25/2000 07:02:54 AM
To: [email protected]
cc:
Subject: daily charts, perpetual gasoline and nat gas strip matrix as hot
links 10/25
The information contained herein is based on sources that we believe to be
reliable, but we do not represent that it is accurate or complete. Nothing
contained herein should be considered as an offer to sell or a solicitation
of an offer to buy any financial instruments discussed herein. Any
opinions expressed herein are solely those of the author. As such, they
may differ in material respects from those of, or expressed or published by
on behalf of Carr Futures or its officers, directors, employees or
affiliates. , 2000 Carr Futures
The charts are now available on the web by clicking on the hot link(s)
contained in this email. If for any reason you are unable to receive the
charts via the web, please contact me via email and I will email the charts
to you as attachments.
Crude http://www.carrfut.com/research/Energy1/crude72.pdf
Natural Gas http://www.carrfut.com/research/Energy1/ngas72.pdf
Distillate http://www.carrfut.com/research/Energy1/hoil72.pdf
Unleaded http://www.carrfut.com/research/Energy1/unlded72.pdf
Stripmatrix http://www.carrfut.com/research/Energy1/Stripmatrix72.pdf
Perpetual Gasoline http://www.carrfut.com/research/Energy1/perpetual
gasoline72.pdf
| ||
arnold-j/discussion_threads/144.
|
subject:
content: lumber
| ||
arnold-j/discussion_threads/145.
|
subject: Your Brother
content: ---------------------- Forwarded by John Arnold/HOU/ECT on 10/25/2000 11:34
AM ---------------------------
Lauren Urquhart
10/25/2000 11:23 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Your Brother
John
I am the assistant to John Sherriff.
John mentioned to me yesterday that your brother was going to contact us via
e-mail.
We have not receieved or heard anything.
Communication is required here.
Please have your brother call me on 0207-783 7359 or e-mail me at the above
address on John on [email protected].
Thank you!
Lauren
| ||
arnold-j/discussion_threads/146.
|
subject:
content: Dave:
Can you do the same printout today of children for product #33076
Thanks
John
| ||
arnold-j/discussion_threads/147.
|
subject:
content: Stinson:
Can we do the meeting today at 4:00?
| ||
arnold-j/discussion_threads/148.
|
subject:
content: hey podner:
where are you buying me dinner tonight?
| ||
arnold-j/discussion_threads/149.
|
subject:
content: you think that's a valid excuse? whatever....
| ||
arnold-j/discussion_threads/15.
|
subject:
content: Dutch:
The increase in position and subsequent position limit violation was due to
two factors. First, a long position was moved into the long-term exotics
book due to the nature of the position. I am currently using the ltx to hold
longer-term strategic positions. The large increase in position is a
reflection of my view of the market.
Second, a large customer transaction originated by Fred Lagrasta's group was
transacted at the end of the day Monday and was not able to be hedged until
this morning. Hence a large position increase occurred for yesterday's
position and a corresponding decrease occurred today.
John
| ||
arnold-j/discussion_threads/150.
|
subject: ACCESS Trades 11/03/00
content: Errol:
I did not write up these access trades from Friday. Please make sure they
are in.
John
---------------------- Forwarded by John Arnold/HOU/ECT on 11/05/2000 04:42
PM ---------------------------
"Mancino, Joseph (NY Int)" <[email protected]> on 11/03/2000 08:26:02 AM
To: "'[email protected]'" <[email protected]>
cc:
Subject: ACCESS Trades 11/03/00
Greg asked me send you the ACCESS trades you did last night/this morning.
B 37 Z 4720
B 13 Z 4810
B 5 Z 4815
S 20 H 4436
Thank you.
Joseph Mancino
E.D. & F. Man International
(212)566-9700
| ||
arnold-j/discussion_threads/151.
|
subject: daily charts and matrices as hot links 11/6
content: ---------------------- Forwarded by John Arnold/HOU/ECT on 11/06/2000 09:46
AM ---------------------------
[email protected] on 11/06/2000 07:28:53 AM
To: [email protected]
cc:
Subject: daily charts and matrices as hot links 11/6
The information contained herein is based on sources that we believe to be
reliable, but we do not represent that it is accurate or complete. Nothing
contained herein should be considered as an offer to sell or a solicitation
of an offer to buy any financial instruments discussed herein. Any
opinions expressed herein are solely those of the author. As such, they
may differ in material respects from those of, or expressed or published by
on behalf of Carr Futures or its officers, directors, employees or
affiliates. , 2000 Carr Futures
The charts are now available on the web by clicking on the hot link(s)
contained in this email. If for any reason you are unable to receive the
charts via the web, please contact me via email and I will email the charts
to you as attachments.
Crude http://www.carrfut.com/research/Energy1/crude86.pdf
Natural Gas http://www.carrfut.com/research/Energy1/ngas86.pdf
Distillate http://www.carrfut.com/research/Energy1/hoil86.pdf
Unleaded http://www.carrfut.com/research/Energy1/unlded86.pdf
Nat Gas Strip Matrix
http://www.carrfut.com/research/Energy1/Stripmatrix86.pdf
Nat Gas Spread Matrix
http://www.carrfut.com/research/Energy1/SpreadmatrixNG86.pdf
Crude and Products Spread Matrix
http://www.carrfut.com/research/Energy1/SpreadmatrixCL86.pdf
April Crude http://www.carrfut.com/research/Energy1/CLJ86.pdf
| ||
arnold-j/discussion_threads/152.
|
subject:
content: Stephanie:
Please set up Mike Maggi for trding on Intercontinental Exch.
Thanks,
John
| ||
arnold-j/discussion_threads/153.
|
subject:
content: Hello:
I am not able to pull up the link for the short term outlook for natural
gas. Can you please make sure the link is updates.
Thanks,
John
| ||
arnold-j/discussion_threads/154.
|
subject: ACCESS Trades for 11/09/00
content: ---------------------- Forwarded by John Arnold/HOU/ECT on 11/09/2000 03:54
PM ---------------------------
"Mancino, Joseph (NY Int)" <[email protected]> on 11/09/2000 08:32:32 AM
To: "'[email protected]'" <[email protected]>
cc:
Subject: ACCESS Trades for 11/09/00
Here are the trades executed on ACCESS last night:
S 50 Z 5350
S 50 Z 5335
B 9 Z 5330
B 2 Z 5320
B 4 Z 5322
B 6 Z 5323
B 5 Z 5345
B 10 Z 5355
B 3 Z 5355
B 5 Z 5358
B 100 Z 5323
S 100 F 5369
Joseph Mancino
E.D. & F. Man International
(212)566-9700
| ||
arnold-j/discussion_threads/155.
|
subject: Home Depot
content: This was sent to me from my friend who works at the Home Depot corporate
office.>
> >>The stupidity of some people in this world never fails to amaze me.
> >>
> >> This picture is real - not doctored in anyway - and was taken last
week
> >>in
> >> Waldorf, MD by a Transportation Supervisor for a company that
delivers
> >> building materials for 84 Lumber. When he saw it there in the
parking
> >>lot
> >> of IHOP, he went and bought a camera to take pictures.
> >>
> >> The car is still running as can be witnessed by the exhaust. A
woman
is
> >> either asleep or otherwise out in the front seat passenger side.
The
> >>guy
> >> driving it was over jogging up and down on Rt. 925 in the
background.
> >>The
> >> witnesses said their physical state was OTHER than normal and the
police
> >> just shook their heads in amazement. The driver finally came back
after
> >> the police were there and was getting down at the back to cut the
'twine
> >> around the load. They told him to get back until it was taken
off.
> >>
> >> The materials were loaded at Home Depot. Their store manager said
they
> >> had the customer sign a waiver!
> >>
> >> Both back tires are trashed. The back shocks were driven up
through
> >>the
> >> floorboard. In the back seat are 10 bags, 80 lbs. each of
concrete.
> >> On the roof is many 2X4s, 4X4s and OSB sheets of lumber. They
estimated
> >>the
> >> load weight at 3000 lbs. The car is a VW Jetta with FL plates
and
the
> >>guy
> >> said he was headed for Annapolis.
> >>
> >>JUST UNBELIEVABLE!!!!
> >>
>
- stupid.jpg
| ||
arnold-j/discussion_threads/156.
|
subject: RE: Resume
content: John,
Thanks for the email and the offer to route my resume in the most
expeditious way. I saw only one job that was posted on Enron's website that
looked like a good fit. It was an asset evaluation and integration job for
Enron North America: job # 0000105886.
My primary strengths are:
Natural gas asset acquisition and management
Supporting a trading organization by providing excellent futures and
derivatives execution
Trading proprietary books (fixed price or otherwise)where there is a
competitive reason to be in the market, i.e. transportation spreads,
storage, physical presence
Good customer relations/account development
Ability to focus on and analyze a wide range of problems/opportunities
Stong negotiator
I know that Enron is a big, happening place and it is invaluble to have
someone like you to help me sort out the opportunities. Where I am coming
from is that I have to more valuble to Enron than I am to Oxy because Oxy is
doing frustratingly little to leverage itself and Enron is setting every
trend imaginable in leveraging itself.
I appreciate any help you can provide.
Thanks.
Alan
-----Original Message-----
From: [email protected] [mailto:[email protected]]
Sent: Wednesday, November 08, 2000 5:15 PM
To: [email protected]
Subject: Re: Resume
Alan:
I received your email. I'll make sure it goes through the proper channels.
It may help if you give specific positions that interest you most as Enron
is such a big place, it will help focus the resume to the right people.
John
| ||
arnold-j/discussion_threads/157.
|
subject: Potential Junior Trader for you
content: I had Devon put together a resume for you to get an idea of his experience to
date. He's not our typical MBA Associate, but I feel he has great potential
as a junior trader. I'll call you later to discuss. Per
---------------------- Forwarded by Per Sekse/NY/ECT on 11/10/2000 04:07 PM
---------------------------
Enron Capital & Trade Resources Corp.
From: [email protected] 11/10/2000 02:17
PM
To: [email protected]
cc:
Subject:
hope this is better.
its best if i speak to who ever i need to outside of the office when i can
speak a little more freely ie after 5:30 i stuck my mobile # on it
(See attached file: DKB CV.doc)
- DKB CV.doc
| ||
arnold-j/discussion_threads/158.
|
subject: How are things in Houston?
content: Hello Mr. Arnold,
I hope that things have calmed down in the gas market with the cold weather
finally developing. I have been selected to come to Houston for final round
interviews. Do you know if visitors can come to the trading floor to see
what the operations are like? Also, if you have any hints on approaching
the final round of interviews, I would appreciate them.
Thank you for your help during the application process, and I hope you have
a good week.
Cordially,
Adam Bayer
| ||
arnold-j/discussion_threads/159.
|
subject: bank wire wsex
content: Dear Mr.. Lavorato,
The $1500 that you sent to us in October, has not been credited to our
account.If those funds were sent through AM TRADE INTERNATIONAL, you need to
have your bank send an amendment message stating that the respective funds
are intended for final credit to World Sports Exchange/ ACCT # 12307915.
Most likely, those funds are sitting at the Antigua Overseas Bank.
2. Another suggestion would be to call back those funds since the
beneficiary is not in receipt of payment, and resend it through the new
instruction as per our website.This method is guaranteed more efficient.
For any further questions, please call the accounts department at WSEX.
REGARDS
MARIA.
Accounts Manager
_________________________________________________________________________
Get Your Private, Free E-mail from MSN Hotmail at http://www.hotmail.com.
Share information about yourself, create your own public profile at
http://profiles.msn.com.
| ||
arnold-j/discussion_threads/16.
|
subject:
content: Thanks for taking me in last night. Sorry about being drunk and stinky.
My cab, that we called at 6:10, showed up at 7:02. I was so pissed.
| ||
arnold-j/discussion_threads/160.
|
subject: OTC NG Price Book Trades
content: The EOL Reporting Database treats any distinct deal number as a separate
unique deal. An example would be a deal done with KUKUI Inc. on November
8th, 2000. It is booked as deal numbers Q86409.1, Q86409.2, Q86409.3, and
Q86409.4. These are four separate and unique deal numbers and therefore
count as a total of four deals.
We understand that the trade desk may consider the deal in this example as
just one large deal with 4 different parts. Unfortunately, the EOL
Reporting Database has no way of telling whether or not these types of deals
are distinct different deals or part of one larger deal. Since this
currently can not be known, the EOL Reporting Database uses the most
conservative approach and counts them all as individual deals. This results
in a higher OTC deal count and thus a lower EOL percentage of all deals.
If you have any further questions , please don't hesitate to ask.
Pete Berzins
x57597
| ||
arnold-j/discussion_threads/161.
|
subject: Ameriflash Newsletter
content: BUSINESS HIGHLIGHTS
Coal Trading
The liquidity in trading of the Standard European Coal Agreement has=20
increased significantly over the last 6 weeks. Many counterparties that=20
previously opted to stay on the sidelines finally chose to join the game.=
=20
Since the contract's inception at the beginning of the year, Enron has trad=
ed=20
a total of 5.3 million tons against the SECA contract, of which 3.8 million=
=20
tons has been traded via EnronOnline since July 2000. We are 5.3 million=
=20
tons of a total traded market of 5.8 million tons.
Principal Investments
Tridium Inc., the leading provider of Internet-based automation=20
infrastructure solutions, announced the close of a $20 million round of=20
capital funding. The funds will be used to increase Tridium=01,s sales and=
=20
technical support offices in North America, expand its operations into Euro=
pe=20
and Asia, and enhance its technology and products. kRoad Ventures, L.P. and=
=20
Enron North America each contributed $10 million in venture capital.
Corporate Development
Allegheny Energy Supply Company, LLC, a wholly owned subsidiary of Alleghen=
y=20
Energy, Inc., announced the signing of a definitive agreement under which=
=20
Allegheny Energy Supply will purchase three Enron natural gas-fired merchan=
t=20
generating facilities. The acquisition is expected to close in the 2nd=20
quarter of 2001.
PERFORMANCE REVIEW
The deadline to provide feedback is Friday, November 17. If you have been=
=20
selected to provide feedback on one of your fellow employees, please take t=
he=20
time to fill out an evaluation online at www.pep.enron.com.
IN THE NEWS
"Enron Corp., already North America's biggest, buyer and seller of natural=
=20
gas and electric power is dead serious about its efforts to capture a big=
=20
slice of the $400 billion global trade in pulp, paper and lumber."
-Reuters News Service
2000 CHAIRMAN=01,S AWARD NOMINEES
Please join us in congratulating the ENA/EIM/EGM/ employees who have been=
=20
recognized as Chairman=01,s award nominees.
Congratulations to:
Irma Alvarez Alan Aronowitz Rick Bergseiker Carol Coats Joya Davis =20
Rufino Durante
Sue Foust Julie Gomez Barbara Gray Jackie Griffith John Harrison Gerr=
i=20
Irvine
Kathy Benedict Michael Kelley Mike McConnell Dave Nommensen Ina Norman =
=20
Juan Padron
Veronica Parra Michael Roberts Rhonda Robinson Kevin Sweeney Helen=20
Taylor Stacey White
Extra kudos to BARBARA GRAY, who is a finalist for the 2000 Chairman=01,s=
=20
Award. Barbara and ten other individuals are flying to San Antonio from=20
around the world to be honored at Enron=01,s annual Management Conference. =
One=20
of these finalists will be recognized as the 2000 Chairman=01,s Award winne=
r.=20
WELCOME
New Hires ENA/EIM/EGM
ENA =01) Anil Chandy, Alejandra Chavez
EGM =01) Marty Cates, JoAnne Underwood, Brad Miller
Transfers to ENA/EIM/EGM
ENA =01) Mark Wadlington, Jennifer Blay-Smith, Georgian Landau, Kathryn Bus=
sell,=20
John Coleman, Steven Gillespie, Clarissa Garcia, Ina Rangel, Farouk Lalji,=
=20
Eva Rainer, Chuchu Wang, Smith Day
EGM =01) Gloria Solis, Carmella Jones, Nancy Haralson
LEGAL STUFF
The information contained in this newsletter is confidential and proprietar=
y=20
to Enron Corp. and its subsidiaries. It is intended for internal use only=
=20
and should not be disclosed outside of Enron.
| ||
arnold-j/discussion_threads/162.
|
subject:
content: best GUESS P&L tonight is +7
| ||
arnold-j/discussion_threads/163.
|
subject: Status
content: John:
?
I'm not really sure what happened between us.? I was under the impression
after my visit to Houston that we were about to enter into a trial agreement
for my advisory work.? Somehow,?this never occurred.? Did I say or do
something wrong to screw this up???
?
I don't know if you've blown this whole thing off, but I still hope you are
interested in trying?to create an arrangement.? As a courtesy, here is my
report from this past weekend.? If you are no longer interested in my work,
please tell me so.??Best wishes,
?
Mark Sagel
Psytech Analytics
(410)308-0245?
- energy2000-1112.doc
| ||
arnold-j/discussion_threads/164.
|
subject: Fuel Switching
content: The attached report contains an analysis of fuel switching capability. It
also details one of the current problems with EIA data. The EIA data
contains FERC form I data. Once generation is sold its fuel consumption is no
longer reported to the DOE. Hence an analysis of the DOE cost and quality of
generation fuels is incomplete becasue of the lack of NUG data. WEFA gets
around this by using 1998 FERC FORM I data. After 1998, there were
significant sales of generation due to the ongoing legislation and
deregulation at the state level.
- NGM11_00.pdf
| ||
arnold-j/discussion_threads/165.
|
subject:
content: adams bot 1/2 6365
| ||
arnold-j/discussion_threads/166.
|
subject:
content: adams 30 631
| ||
arnold-j/discussion_threads/167.
|
subject: Mom's Itinerary
content: Panama Canal Cruise
Ship: Sun Princess
1-900-225-5744 or
1-800-princess
Leave: November 29, 2000
Delta Airlines
DFW to Atlanta
Flt 16, depart 07:35am, arrive 10:39am
Atlanta to San Jose:
Flt. 464, depart 12:00 noon, arrive 04:36pm
Return: December 9, 2000
Continental Airlines
San Jose to Houston
Flt. 723, depart 8:02pm, arrive 09:08pm
I'll talk with you Tuesday evening before I leave.? Love you.? Your Mom.
| ||
arnold-j/discussion_threads/168.
|
subject: Implementation of the Gas Message Board Application
content: Please see the following instructions for the new messenging board. If you
have any trouble entering into this site, please let me know. Everyone
should now be setup and ready to go. You will have to add this site to one of
your favorites.
The Gas Message Board application can run on both IE5.0 and IE5.5 now.
Attached is the URL for user to run the application.
http://gasmsgboard.dev.corp.enron.com
Please feel free to forward above URL to people who like to test the
application.
Here is the steps they should do:
1) Launch Internet Explorer
2) Type: http://gasmsgboard.dev.corp.enron.com (or just open this email and
click on above URL)
3) Users should see the messages if there is any new messages for today. If
they don't see any messages, there are two reasons:
(1) They are not valid users. Their names have not been added into the NT
Web_GasTraders Group yet. Please contact Chrysti Hardy to add their names
into the group.
(2) There is no new messages added yet.
4) Click on "Comments" button to add messages: there will be a popup window
when user clicks on "comments" button. There are two ways to send the
messages after typing the
messages into the text box:
(1) just simply press enter to send the message. or
(2) click on "send" button to send the message.
5) After the message has been sent, The message will be displayed on the main
window immediately, the rest people who are online will get the new message
in less than 30 seconds. This time can be reduced to as less as 1 second.
However, I would not recommend to reduce the time interval less than 10
second. Because each time the browser refreshes the screen, the screen will
be blink. Users don't want the screen blink every second while they read the
messages.
6) All messages will be cleaned up daily at 6:00PM. If they like to clean
them up later than 6:00PM, please let me know. I can reset the time.
Note: Right now the application is under test environment. If they like it, I
will move it into production environment soon.
Let me know any feedbacks.
Thanks,
Fangming
| ||
arnold-j/discussion_threads/169.
|
subject: Needs Assessment Form
content: Per your request to fill your open Associate position, please complete the
attached Needs Assessment Form and return to me so that I may send out
resumes of candidates that fit your need.
If you have questions, call me at x36499.
Thanks!
Andrea
| ||
arnold-j/discussion_threads/17.
|
subject:
content: Jeff:
Sorry for my cryptic answer in regards to the LNG deal on Friday; I was a bit
confused by the question.
In terms of the gas pricing, this is a deal that should be done. Market
conditions are very conducive to hedging a fair amount of the gas.
Obviously, a deal this size would require Enron to wear a considerable amount
of the risk in the short term, but the risk-reward of the position looks very
favorable.
I am certainly willing to sign off on this deal around the $3.00 level.
John
|
Jeff Skilling@Enron
|
|
arnold-j/discussion_threads/170.
|
subject: Service Agreement
content: John:
?
Thanks again for the opportunity to provide my technical service.? Attached
is an agreement that covers our arrangement.? Let me know if you have any
questions.? If it's ok, please sign and fax back to me at (410)308-0441.? I
look forward to working with you.?
?
Mark Sagel
Psytech Analytics
(410)308-0245
- Agree-Enron.doc
| ||
arnold-j/discussion_threads/171.
|
subject: Re: Service Agreement
content: The agreement is fine. I'll mail it out.
"Mark Sagel" <[email protected]> on 11/27/2000 03:16:15 PM
To: "John Arnold" <[email protected]>
cc:
Subject: Service Agreement
John:
?
Thanks again for the opportunity to provide my technical service.? Attached
is an agreement that covers our arrangement.? Let me know if you have any
questions.? If it's ok, please sign and fax back to me at (410)308-0441.? I
look forward to working with you.?
?
Mark Sagel
Psytech Analytics
(410)308-0245
- Agree-Enron.doc
| ||
arnold-j/discussion_threads/172.
|
subject: Nat Gas intraday update
content: Please tell me he's not analyzing bollinger bands.
---------------------- Forwarded by John Arnold/HOU/ECT on 11/27/2000 05:42
PM ---------------------------
"Bob McKinney" <[email protected]> on 11/27/2000 09:46:13 AM
To: "Capstone" <[email protected]>
cc:
Subject: Nat Gas intraday update
Attached please find a follow up to today's Natural Gas market analysis.
?
Thanks,
?
Bob
- 11-27-00 Nat Gas intraday update 1.doc
| ||
arnold-j/discussion_threads/173.
|
subject: Agreement
content: John:
?
Hope you did ok today. As I said yesterday, the poor close Monday should
lead to additional market weakness, which we saw today.
?
You indicated that you would mail the service agreement back to me.? I don't
know if you have the mailing address, so here it is:
?
Psytech Analytics
11604 Greenspring Ave.
Lutherville, MD? 21093
?
Speak to you soon.? I'll call when I have?the next decent set-up on my work
for natural.? Feel free to buzz me anytime.
?
Mark
| ||
arnold-j/discussion_threads/174.
|
subject: more about you
content: A little bird told me about this. Read it when you have time.
http://www.computerworld.com/cwi/story/0,1199,NAV47_STO54149,00.html
___________________________________________________________________
To get your own FREE ZDNet Onebox - FREE voicemail, email, and fax,
all in one place - sign up today at http://www.zdnetonebox.com
| ||
arnold-j/discussion_threads/175.
|
subject: Deferral Enrollment 2001
content: =20
The annual deferral program enrollment process is underway. Enron's Bonus=
=20
Stock Option and Bonus Phantom Stock Programs provide you with an opportuni=
ty=20
to receive stock options and phantom stock in lieu of all or a portion of t=
he=20
cash bonus you may receive during 2001. =20
To make enrollment even more convenient for you, this year's deferral progr=
am=20
information is available on eHRonline. To learn more about your deferral=
=20
program opportunities and to enroll for 2001 deferrals, access eHRonline at=
=20
http://ehronline.enron.com. (Call the ISC Help Desk at 713-345-4727 if you=
=20
need your ID or password to access the system.)
1. Review the program descriptions (attached to the Election Form) before y=
ou=20
make your elections.
2. If you decide to defer compensation, complete the Election Form before=
=20
Friday, December 8, 2000, 5:00 p.m. CST (the enrollment deadline).
3. Print your 2001 Election Form and Confirmation Statement right from the=
=20
web site and you=01,re finished!=20
If you would like to attend an employee meeting to learn more about these=
=20
programs, following is a list of meeting dates, times, and locations:
Wednesday, November 29 2:00 p.m. - 3:00 p.m. EB 5C2
Monday, December 4 9:00 a.m. - 10:00 a.m. The Forum (2 Allen Center, 12t=
h=20
Fl.)
Tuesday, December 5 2:00 p.m. - 3:00 p.m. EB 5C2
Wednesday, December 6 2:00 p.m. - 3:00 p.m. EB 5C2
Since seating is limited, please RSVP (leave a message for Diana Gutierrez=
=20
(713-345-7077) confirming your name, phone number, and the meeting you wish=
=20
to attend).
DEFERRAL ENROLLMENT 2001--ADDED VALUE FOR YOUR FUTURE
| ||
arnold-j/discussion_threads/176.
|
subject: Wrong address
content: John,
I think I have the wrong email address for your brother. Please email me
the correct one when you get a chance. Thanks,
Brian
_____________________________________________________________________
IMPORTANT NOTICES:
This message is intended only for the addressee. Please notify the
sender by e-mail if you are not the intended recipient. If you are not the
intended recipient, you may not copy, disclose, or distribute this message
or its contents to any other person and any such actions may be unlawful.
Banc of America Securities LLC("BAS") does not accept time
sensitive, action-oriented messages or transaction orders, including orders
to purchase or sell securities, via e-mail.
BAS reserves the right to monitor and review the content of all
messages sent to or from this e-mail address. Messages sent to or from this
e-mail address may be stored on the BAS e-mail system.
| ||
arnold-j/discussion_threads/177.
|
subject: Nat Gas intraday update
content: Attached please find a follow up to today's Natural Gas market analysis.
?
Thanks,
?
Bob
- 11-30-00 Nat Gas intraday update 1.doc
| ||
arnold-j/discussion_threads/178.
|
subject: DynegyDirect Log In
content: John,
Please be advised that effective Monday, December 4 you will need to access
DynegyDirect with the following log in:
User ID: JARNOLD
Password: enron1
Please note that these are case sensitive.
Your current log in will no longer be available on Monday.
Thank you,
Stephanie Sever x33465
| ||
arnold-j/discussion_threads/179.
|
subject:
content: Hey, I meant to check in with you and see how your dinner went at La Columbe
d'Or. I have to admit, I was jealous....
Matt fell through as the Christmas party date...so Noel is going (so nice to
have friends who don't mind filling in as last minute dates!). Maybe we'll
see you guys there.
Had fun hanging out with you at/after the meeting on Friday. I think that's
the most I've ever talked to you in one sitting!! We'll have to do it again
soon....
Take care!
Amy
| ||
arnold-j/discussion_threads/18.
|
subject:
content: Please stop sending emails to jennifer_arnold to the following email address:
[email protected].
You have the wrong person
| ||
arnold-j/discussion_threads/180.
|
subject: re:summer inverses
content: they are crazy but mite have to scale in which i have a little and have some
sort of length on,sprd length in the front to hedge weather risk-if ny stays 5
bucks or so above hub seems hard to think jan /feb gonna fall much. also know
aron and some of them "pre rolled" jan/feb goldman rolls not sure if they bot
em
back, start pxing tomorrow.doubt they have much any impact on the sprd.
am a bit worried as are most what we must be doing to industrial
demand,switching at huge px sprds. tend to think ealry mid jan y on y stx gap
will fall do to aforementioned and rationing this mkt gonna fall-who knows
from
what levels?? thots when you have a chance. distillate mkt save for addional
demand it shud be getting from natgas switching wud have been in trouble i
think
so it will stay discount to gas
[email protected] on 12/07/2000 06:38:53 AM
To: Steve LaFontaine/GlobalCo@GlobalCo
cc:
Fax to:
Subject: re:summer inverses
seems crazy. if you're willing to ride it for a few cents against you it's
a great trade. who knows where they're going in th eshort term though
[email protected] on 12/01/2000 09:57:30 AM
To: [email protected]
cc:
Subject: re:summer inverses
johnnny-you think these inverses ready to get sold yet? to me its all a
timing
issue but aug/oct at 4-5 cts seems rich rich for injection season. only
issue is
when to go?
| ||
arnold-j/discussion_threads/181.
|
subject: re:summer inverses
content: a couple more thoughts. certainly losing lots of indutrial demand both to
switching and slowdown in economy. Big 3 automakers all temporarily closing
plants for instance. switching is significant and has led to cash in the
gulf expiring weak everyday. gas daily spread to prompt trading at
$1....need some very cold weather to justify that. this seems to be the test
of the next 3-5 days. Will the switching/loss of demand/storage management
keep cash futures spread at reasonable levels or will it blow to $5+. Not too
many years ago we had a $50 print on the Hub. unless we get some crazy
prints, you have to question the steep backwardation in the market.
funny watching the flies in the front. Bot large chunk of g/h/j at $.50
friday morning. probably worth 1.30 now. crazy. people have seen each
front spread be weak since forever and are already starting to eye up g/h.
what's the thoughts on distillates... is it tight enough such that gas
switching is the marginal mmbtu of demand and pulls it up or is the market
too oversupplied to care?
| ||
arnold-j/discussion_threads/182.
|
subject: Dynegy Direct ID request
content: John -
Dynegy Direct has you listed as the administrator for their system. Please
set up the following East Desk traders for execute authority. I can
communicate the login id's and passwords to the individual traders when the
process is completed.
Thank You,
Scott
Scott Neal
Dick Jenkins
Dan Junek
Scott Hendrickson
Susan Pereira
Andy Ring
Jared Kaiser
Tammi Depaolis
Vicki Versen
Judy Townsend
Chris Germany
Scott Goodell
| ||
arnold-j/discussion_threads/183.
|
subject:
content: Please plan on attending the "Options" meeting scheduled:
DATE: Thursday, December 14, 2000
TIME: 4 - 5 pm
LOCATION: Conference Room
EB2710
TOPIC: Options Web Client & End Game
ATTENDEES: Andy Zipper
Jay Webb
John Arnold
Mike Maggi
Savita Puthigai
Teresa Smith
If you are unable to attend, contact me at extension 3-9975
Lydia
| ||
arnold-j/discussion_threads/184.
|
subject:
content: A funny story:
Because Access was up 75 cents last night, Nymex made a trading limit of
unchanged to +150. After 20 minutes of trading, we were at unchanged and the
exchange stopped trading for an hour.
Rappaport, the exchange president, was standing by to make sure everything
was orderly. Obviously, the locals weren't too happy about the exchange
closing. One yelled at Rappaport...
"Why don't you take your million dollar bonus and go buy Enron stock"
| ||
arnold-j/discussion_threads/185.
|
subject: Big news!
content: I'm not sure if you have heard our fun news yet, but Rob and I are moving to
Boston at the first of the year!!
I will be working remotely for HBK while looking for something new up there.
Rob is continuing his career with Fidelity, though in a much more convenient
location. The only downside is he will actually have to go into the office
every day!
We would love to see everybody before we leave, though it may not be
possible with the holidays. I'll be back in Dallas once a week in January
and February, so we could plan to get together during one of those trips.
But before that time, Rob and I will be with a group of friends from HBK at
Martini Ranch on Thursday, December 14th right after work. I'm sure we'll
be there late, given my love of martinis, so please stop by if you can.
Regardless, I really want to stay in touch with my Texas friends, so make
sure and send me your updated contact information if anything has changed in
the last year. Please pass this on to people who I may have inadvertently
missed or I did not have their current email address.
Cheers,
Heather Robertson
P.S.
By the way, our house is on the market right now, so if you know of anyone
looking, please tell them about it. The address is 6815 Vivian Avenue,
Dallas, 75223 and can be seen on www.ebby.com.
| ||
arnold-j/discussion_threads/186.
|
subject: re:summer inverses
content: i suck-hope youve made more money in natgas last 3 weeks than i have. mkt shud
be getting bearish feb forward-cuz we already have the weather upon us-fuel
switching and the rest shud invert the whole curve not just dec cash to jan
and
feb forward???? have a good weekend john
| ||
arnold-j/discussion_threads/187.
|
subject: re:summer inverses
content: amazing how with cash futures at $1 and the back such a piece that f/g under
such pressure. month 2 has been the strongest part of the board all year.
will be interesting to see what happens when h/j is prompt. could j actually
be strong? seems like of the spreads on the board the best risk reward is in
f/g. a little worried about having the z/f effect again. that is, all spec
length trying to roll and funds trying to roll at the same time leading to
some ridiculous level at expiry. any thoughts?
[email protected] on 12/08/2000 12:05:54 PM
To: [email protected]
cc:
Subject: re:summer inverses
i suck-hope youve made more money in natgas last 3 weeks than i have. mkt shud
be getting bearish feb forward-cuz we already have the weather upon us-fuel
switching and the rest shud invert the whole curve not just dec cash to jan
and
feb forward???? have a good weekend john
| ||
arnold-j/discussion_threads/188.
|
subject: Burning Fat
content: ---------------------- Forwarded by Bill Berkeland/Corp/Enron on 12/08/2000
03:43 PM ---------------------------
From: Jennifer Fraser @ ECT 12/07/2000 02:40 PM
To: Sarah Mulholland/HOU/ECT@ECT, Stewart Peter/LON/ECT@ECT, Niamh
Clarke/LON/ECT@ECT, Alex Mcleish/EU/Enron@Enron, Caroline
Abramo/Corp/Enron@Enron, Mark Smith/Corp/Enron@Enron, Vikas
Dwivedi/NA/Enron@Enron, Bill Berkeland/Corp/Enron@Enron
cc:
Subject: Burning Fat
Vikas - What's the market in nat gas versus lard and heating oil versus olive
oil
---------------------- Forwarded by Jennifer Fraser/HOU/ECT on 12/07/2000
02:39 PM ---------------------------
"Joel K. Gamble" <[email protected]>@wwwww.aescon.com on
12/07/2000 12:33:40 PM
Sent by: [email protected]
To: [email protected]
cc:
Subject: Burning Fat
Some of our food processing factories in the Midwest which have fuel switching
capability find it profitable at these gas prices to burn rendered animal fat
in
lieu of natural gas. Apparently, the doesn't hurt the boiler machinery. One
of
the guys responsible for this move did a back of the envelope calculation and
found that at $8.00 / Dth NG prices it was even profitable to buy olive oil in
bulk as a heating fuel. They haven't used veggie oil yet but are considering
it. Anyone else hear any stories of end users switching to unusual fuels?
Regards
| ||
arnold-j/discussion_threads/189.
|
subject: Burning Fat
content: ---------------------- Forwarded by John Arnold/HOU/ECT on 12/08/2000 03:48
PM ---------------------------
From: Bill Berkeland @ ENRON 12/08/2000 03:43 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Burning Fat
---------------------- Forwarded by Bill Berkeland/Corp/Enron on 12/08/2000
03:43 PM ---------------------------
From: Jennifer Fraser @ ECT 12/07/2000 02:40 PM
To: Sarah Mulholland/HOU/ECT@ECT, Stewart Peter/LON/ECT@ECT, Niamh
Clarke/LON/ECT@ECT, Alex Mcleish/EU/Enron@Enron, Caroline
Abramo/Corp/Enron@Enron, Mark Smith/Corp/Enron@Enron, Vikas
Dwivedi/NA/Enron@Enron, Bill Berkeland/Corp/Enron@Enron
cc:
Subject: Burning Fat
Vikas - What's the market in nat gas versus lard and heating oil versus olive
oil
---------------------- Forwarded by Jennifer Fraser/HOU/ECT on 12/07/2000
02:39 PM ---------------------------
"Joel K. Gamble" <[email protected]>@wwwww.aescon.com on
12/07/2000 12:33:40 PM
Sent by: [email protected]
To: [email protected]
cc:
Subject: Burning Fat
Some of our food processing factories in the Midwest which have fuel switching
capability find it profitable at these gas prices to burn rendered animal fat
in
lieu of natural gas. Apparently, the doesn't hurt the boiler machinery. One
of
the guys responsible for this move did a back of the envelope calculation and
found that at $8.00 / Dth NG prices it was even profitable to buy olive oil in
bulk as a heating fuel. They haven't used veggie oil yet but are considering
it. Anyone else hear any stories of end users switching to unusual fuels?
Regards
| ||
arnold-j/discussion_threads/19.
|
subject:
content: Doug:
To confirm the pricing of the LNG dela::
I can show a $3.01 bid for the Nymex portion of 160,000 mmbtu/day for the
time period Jan 2003-Dec 2014. The bid on Henry Hub basis for same time
period is -$.0025 resulting in fix price of $3.0075; the bid on Sonat basis
is -$.0175 translating into a bid of $2.9925.
Notional volume = 70,128 contracts.
PV volume = 37,658 contracts.
Exposure per $.01 move = $3,760,000
John
| ||
arnold-j/discussion_threads/190.
|
subject: wassup
content: Hey freak-o! How have you been? I'm just taking a study break (finals,
ick!) and thought I would say hello. What's new? Have you moved into
your place yet? Let me know if I can come and see it--I'll be home (in
college station) a week from Tuesday...am making a pit stop in Tahoe on
my way home...just gotta get thru these pesky exams first!
Greetings from la-la-land,
eleanor :-)
--
Eleanor Fraser
The Anderson School at UCLA, MBA 2002
Home 310.446.7735
Mobile 310.963.4474
| ||
arnold-j/discussion_threads/191.
|
subject: LNG Questions
content: Russ:
A couple of questions
1- Check the DOE Northeast Heating season report. There seem to be a lot
of LNG terminal and facilities in the Northeast. How do they work? What are
the logistics of transportation etc...
2- Arnold's buddy has been looking into the logistics of trucking LNG to CA.
Is this possible? Can investigate the probability?
Thanks
JF
| ||
arnold-j/discussion_threads/192.
|
subject:
content: why does everybody in this company know my p&l?????
| ||
arnold-j/discussion_threads/193.
|
subject: LNG on the road
content: Re: trucking LNG to California -
The short answer is that trucking LNG to California is not a feasible option
for endusers other than companies with LNG-fueled vehicle fleets. There are a
couple of reasons for this.
First, California has a relative abundance of LNG fueling stations but only
two plants capable of regasification. One serves Borrego Springs, a small,
affluent desert community near San Diego. The other is dedicated to military
and industrial supply near Sacramento. I spoke this morning to Applied LNG
Technologies, which is based in Amarillo and has the second largest LNG truck
fleet (after Transgas in Massachusetts). It shouldn't be a surprise that I
was not the first to call regarding this question. While ALT's fleet is
operating at capacity - trucking LNG from liquefaction plants in Wyoming and
Topock, Arizona - it's serving its normal fleet customers in Southern
California and Nevada, and Arizona. The Topock, AZ plant is owned jointly by
ALT and El Paso, and receives gas from El Paso for liquefaction and
subsequent loading onto trucks.
Second, LNG trucks, unlike LNG tankers, carry an extremely small volume. The
average truck carries 10,000 gallons of LNG, which translates roughly into
820,000 cubic feet. ALT has about 23 vehicles so potentially one could
deliver 18.8 mmcf. However, these trucks don't regasify LNG, they merely
transfer it into storage.
The only really viable option for putting gas into the pipeline system would
be a portable pipeline unit, of which ALT has the only one (it's under
repair). It can deliver high pressure gas at 1800 cubic feet/minute (2.6
mmcf/day if it runs 24 hours). It has connections for two LNG trucks at a
time - one live and one backup, so it can operate continuously. In the past,
ALT has used the unit to cover industrials who had a supply outage for some
reason.
I'm going to continue gathering info on domestic LNG peakshaving plants, etc.
I think the opportunity may lie more in future, more strategically located
peakshaving plants rather than LNG trucking arbitrage.
Please let me know if you have specific questions.
| ||
arnold-j/discussion_threads/194.
|
subject: Amazon.com Password Assistance
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| ||
arnold-j/discussion_threads/195.
|
subject: Fwd: NYTimes.com Article: Suspended Rabbi Quits Seminary Presidency
content: >Sender: [email protected]
>Reply-To: [email protected]
>From: [email protected]
>To: [email protected]
>Subject: NYTimes.com Article: Suspended Rabbi Quits Seminary Presidency
>Date: Tue, 12 Dec 2000 00:02:21 -0500 (EST)
>
>This article from NYTimes.com
>has been sent to you by Bob Moss [email protected].
>
>Karen
>
>
>
>Bob Moss
>[email protected]
>
>/-------------------- advertisement -----------------------\
>
>
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>
>\----------------------------------------------------------/
>
>Suspended Rabbi Quits Seminary Presidency
>http://www.nytimes.com/2000/12/07/national/07RABB.html
>
>December 7, 2000
>
>By GUSTAV NIEBUHR
>
>Rabbi Sheldon Zimmerman, a leading figure in Judaism's Reform
>movement as president of its seminary, has resigned from his job
>after being suspended by the movement's rabbinic organization for
>having entered into "personal relationships" in the past that the
>organization said violated its ethical code.
>
> Rabbi Zimmerman, president of Hebrew Union College-Jewish
>Institute of Learning, where he had been considered a charismatic
>and innovative leader, quit that post on Monday, after the Central
>Conference of American Rabbis suspended his rabbinical functions
>for at least two years, college and conference officials said.
>
> In a statement, the college said the suspension followed an
>investigation by the conference into "personal relationships" of
>Rabbi Zimmerman, which it did not specify other than to say that
>they predated his appointment as president in January 1996. Rabbi
>Zimmerman was the seventh president of the college, which was
>founded in 1875.
>
> Rabbi Paul J. Menitoff, the conference's executive vice president,
>said its board approved the penalty on Monday, based on a
>recommendation by its ethics committee, which looks into complaints
>about the conference's 1,700 members.
>
> Rabbi Menitoff said that conference rules prevented him from
>discussing the case but that the board decided Rabbi Zimmerman had
>violated a part of the ethics code, paragraph 2A, which deals with
>sexual conduct.
>
> It is included in the section of the code on "personal
>responsibility," which covers such matters as family life, personal
>honesty and finances. It calls on rabbis "to be scrupulous in
>avoiding even the appearance of sexual misconduct, whether by
>taking advantage of our position with those weaker than ourselves
>or dependent on us or succumbing to the temptations of willing
>adults."
>
> Hebrew Union, which trains men and women as rabbis and cantors and
>in other graduate and professional fields, has 1,500 students on
>campuses in Cincinnati, Los Angeles, New York and Jerusalem. Before
>becoming president, Rabbi Zimmerman, 58, was senior rabbi of Temple
>Emanu-El in Dallas from 1985 to 1995, and senior rabbi at Central
>Synagogue in New York, from 1972 to 1985. He is married and has
>four children. From 1993 to 1995, he was also the conference's
>president.
>
> Rabbi Zimmerman's resignation was first reported yesterday in The
>Cincinnati Enquirer and The Dallas Morning News.
>
> Efforts to reach him through the college and its officials were
>unsuccessful. The college said it appointed its provost, Norman
>Cohen, as acting president and would search for a permanent
>replacement.
>
> Rabbi Menitoff said the conference followed "the same process that
>we'd follow with any rabbi in the conference in similar
>circumstances." He said complaints against a rabbi are referred to
>and investigated by the ethics committee. Depending on that
>committee's findings, the conference may dismiss the complaint,
>privately reprimand or publicly censure a rabbi or suspendn or
>expel a rabbi.
>
> Rabbi Menitoff said the decision to suspend Rabbi Zimmerman was
>"very difficult and painful for everyone involved."
>
> Rabbi Eric H. Yoffie, president of the Union of American Hebrew
>Congregations, the Reform movement's synagogue organization, said
>Rabbi Zimmerman did not contest the findings or the judgment
>against him but responded to the decision "with great dignity."
>
> Rabbi Yoffie said that during his tenure as president, Rabbi
>Zimmerman added younger scholars to the faculty and expanded the
>college's Los Angeles branch so much that it will begin ordaining
>rabbis in 2002.
>
> Another member of the conference, Rabbi A. James Rudin, emeritus
>director of interreligious affairs at the American Jewish
>Committee, said Rabbi Zimmerman's resignation was "a real loss" and
>"a shock to the movement."
>
> Hebrew Union's chairman, Burton Lehman, praised Rabbi Zimmerman as
>"a great, great leader." Mr. Lehman said that Rabbi Zimmerman's
>resignation would "have an impact" but that the college was strong.
>
> "Transitionally, we'll be fine," Mr. Lehman said. "We have a
>strong faculty that will carry this institution through this
>tribulation."
>
>
>
>
>The New York Times on the Web
>http://www.nytimes.com
>
>/-----------------------------------------------------------------\
>
>
>Visit NYTimes.com for complete access to the
>most authoritative news coverage on the Web,
>updated throughout the day.
>
>Become a member today! It's free!
>
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>
>
>\-----------------------------------------------------------------/
>
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>For general information about NYTimes.com, write to
>[email protected].
>
>Copyright 2000 The New York Times Company
| ||
arnold-j/discussion_threads/196.
|
subject: LNG to California
content: John,
Following up on yesterday, there are two additional considerations.
First, with regard to the idea of curtailing gas input at the Topock
liquefaction plant, the pipeline bottleneck is actually downstream of the
plant, so that wouldn't help.
Second, it seems there are more of these "portable pipeline" units floating
around than I thought. Besides the inoperable unit in Amarillo, both Transgas
(in Massachusetts) and Minnigasco may have at least one. Moreover, PG&E has
one at the end of a long lateral line on its system just south of Sacramento.
Apparently it uses it mostly to augment linepack. The specs of that unit are
about 4 times higher than the Amarillo one: it puts out 400,000 cubic
feet/hour (about 9.6 mmcf/d or almost one contract) at 150 psi. As I said
yesterday, these units are the only way that you could get gas into the
pipeline system in California.
This information I got from Jeff Beale, who runs CH-IV, a small-scale LNG
consultant. He said that he'd had some similar calls about LNG, and also that
he'd be willing to help Enron source equipment if we were really interested
in looking further into transporting LNG into California.
Assuming that we could get a few "portable pipelines" and some trucks, there
are five liquefaction plants that could most conveniently supply LNG:
Location Owner Liquefaction Capacity (gal/day) Capacity (mmcf/d) Storage
(gal) Storage (mmcf)
Topock, AZ ElPaso/ALT 90,000 7.4 100,000 8.2
LaPlata, CO Williams 20,000 1.64 100,000 8.2
Sacramento 57,600 4.72 132,000 10.8
LaBarge, WY Exxon 60,000 4.92
Evanston, WY Amoco 95,000 7.8 100,000 8.2
Totals 26.48
Whether these plants have spare LNG to sell us is another question. The
Sacramento plant, which I mentioned yesterday, is supposedly dedicated to
providing methane for laboratory purposes. The others may have contracts with
LNG fleet owners.
I'll check back with you later today about the outcome of your meeting.
| ||
arnold-j/discussion_threads/197.
|
subject: Holiday party
content: I know it will be close to impossible to get out but I wanted to invite you
to our Christmas party on Dec 20 here in NYC- we'd love if you came. If not,
in the new year, I hope we can set something up where you meet some of the
new funds we are dealing and have some fun up here.
I met someone good to work with you guys at this last Super Saturday- David
Larson- Berkeley- good derivatives, trading knowledge, personable. I'll fax
through resume- we are making him an offer for the analyst pool.
Thanks for all you help always,
Caroline
| ||
arnold-j/discussion_threads/198.
|
subject: ICE physical volumes
content: FYI on 12/11/00 Intercontinental traded 3.3BCF of physical gas.
| ||
arnold-j/discussion_threads/199.
|
subject: Subscription
content: ---------------------- Forwarded by John Arnold/HOU/ECT on 12/12/2000 05:15
PM ---------------------------
Enron North America Corp.
From: Stephanie E Taylor 12/12/2000 05:10 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Subscription
Dear John,
We are trying to get all subscriptions managed through eSource on a December
to December rotation. Your subscription to Energy & Power Risk Management
will expire September, 2001. The prorated subscription cost for October -
December, 2001 will be:
Reg. Subscription Cost With Corp. Discount
Energy & Power Risk Management $93.75 $79.69
If you wish to renew this, we will be happy to take care of this for you. We
would appreciate your responding by December 18th. Please include your
Company and Cost Center numbers with your renewal.
Thank You,
Stephanie E. Taylor
eSource
Houston
713-345-7928
| ||
arnold-j/discussion_threads/2.
|
subject:
content: hey:
when are you back in town??
| ||
arnold-j/discussion_threads/20.
|
subject:
content: ---------------------- Forwarded by John Arnold/HOU/ECT on 05/22/2000 04:23
PM ---------------------------
John Arnold
05/22/2000 04:23 PM
To: [email protected]
cc: Rick Buy/HOU/ECT@ECT, John.J. [email protected], David
Haug/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Jeffrey A Shankman/HOU/ECT@ECT,
Jeff Skilling/Corp/Enron@ENRON
Subject:
Doug:
To confirm the pricing of the LNG dela::
I can show a $3.01 bid for the Nymex portion of 160,000 mmbtu/day for the
time period Jan 2003-Dec 2014. The bid on Henry Hub basis for same time
period is -$.0025 resulting in fix price of $3.0075; the bid on Sonat basis
is -$.0175 translating into a bid of $2.9925.
Notional volume = 70,128 contracts.
PV volume = 37,658 contracts.
Exposure per $.01 move = $3,760,000
John
| ||
arnold-j/discussion_threads/200.
|
subject: Harvard Mgmt
content: Mike- I have their trader coming into the office tomorrow- they are a macro
fund (they manage Harvard's endowment fund) that trades commodities- mostly
crude and metals. I want to get them into some gas and power trades.
Specifically, I want to get them into the short Rockies trade for the summer
that we have Tudor in.
Johnny recommended I have you speak to them- can you give me a few minutes
during the day to talk to them about the west in general.
I have him in all day- we are sitting with Mike Roberts to do the weather
update from 6 am-7:30 - would be great if we could get you between 7:30 and
8:30 am. If not, let me know when is good- Ina will know where I am
Rgds,
Caroline
cell 917-324 1999
| ||
arnold-j/discussion_threads/201.
|
subject: Fwd: christmas list-I'm getting the cheap stuff
content: >From: [email protected]
>Subject: christmas list
>To: [email protected]
>Date: Tue, 12 Dec 2000 15:10:39 -0600
>X-MIMETrack: Serialize by Router on ENE-MTA01/Enron(Release 5.0.3 (Intl)|21
>March 2000) at
> 12/12/2000 03:05:36 PM
>
>
>aren't i easy???
>
>
> wooden suit hangers
>
> mini-cuisinart
>
>http://www.chefscatalog.com/product.jhtml?sku_id=1494&top_cat_id=2000&cat_id
>=2040
>
> really heavy le creuset french oven green/blue
>
>http://www.chefscatalog.com/product.jhtml?sku_id=504&top_cat_id=2000&cat_id=
>2074
>
> wooden shoe tree from Nordstrom
>
> leather treatment for my black leather coat (great stocking stuffer)
>
> knife sharpener
>
>http://www.chefscatalog.com/product.jhtml?sku_id=1243&cat_id=2060&top_cat_id
>=2000
>
>
> mp3 digital music player
>
>http://athome.compaq.com/store/default.asp?page=config&ProductLineId=443&Fam
>ilyID=692&BaseID=2360
>
>
>
>
>
>
>
>
| ||
arnold-j/discussion_threads/202.
|
subject: re:f/g again-
content: weather moderating, enuf switching to offset hdds, cash showing same, i wudnt
touch it ...yet
| ||
arnold-j/discussion_threads/203.
|
subject:
content: remember i bought rams at 3.50
100 perkins, 100 tony
do you know where anything is trading (mids)?
let's go check out that new wine storage place this weekend.
| ||
arnold-j/discussion_threads/204.
|
subject:
content: remember when you said there is a reason they call them bear spreads?
bring up a chart of f/g or g/h.
f/g is tighter now than anytime since march 99 when ff1 was worth 2.50
amazing
| ||
arnold-j/discussion_threads/205.
|
subject: AGA for 12/8/2000 is -158
content: AGA for 12/8/2000 is (158)
Website information:
http://gasfundy.corp.enron.com/gas/framework/default.asp
Drop down Box to "Storage"
In-house Analysis
My files are the last three files.
When the dialog box asks to upadate links click "NO".
| ||
arnold-j/discussion_threads/206.
|
subject: re:spreads
content: mkt getting a little more bearish the back of winter i think-if we get another
cold blast jan/feb mite move out. with oil moving down and march closer flat
px
wide to jan im not so bearish these sprds now-less bullish march april as
well.
| ||
arnold-j/discussion_threads/207.
|
subject: re:spreads
content: saw a lot of the bulls sell summer against length in front to mitigate
margins/absolute position limits/var. as these guys are taking off the
front, they are also buying back summer. el paso large buyer of next winter
today taking off spreads. certainly a reason why the spreads were so strong
on the way up and such a piece now. really the only one left with any risk
premium built in is h/j now. it was trading equivalent of 180 on access,
down 40+ from this morning. certainly if we are entering a period of bearish
to neutral trade, h/j will get whacked. certainly understand the arguments
for h/j. if h settles $20, that spread is probably worth $10. H 20 call was
trading for 55 on monday. today it was 10/17. the market's view of
probability of h going crazy has certainly changed in past 48 hours and that
has to be reflected in h/j.
[email protected] on 12/13/2000 04:15:51 PM
To: [email protected]
cc: [email protected]
Subject: re:spreads
mkt getting a little more bearish the back of winter i think-if we get another
cold blast jan/feb mite move out. with oil moving down and march closer flat
px
wide to jan im not so bearish these sprds now-less bullish march april as
well.
|
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