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Causality in the Natural Gas Pit – How the UNG Works in Theory (And Why it Doesn’t)

March 8th, 2010

This report was originally published on 6/18/09.There is growing outrage and/or interest (depending on your point of view) in the impact that the United States Natural Gas Fund (UNG) is having on futures prices for NYMEX natural...

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Revisiting Our Mean Reversion Pair Trade from the Energy Pit – Long Natural Gas/Short Crude Oil: We Still Like It

March 8th, 2010

This report was originally published on 5/27/09.Approximately one-month ago, we recommended a pair trade: long natural gas/short crude oil. Our thesis was predicated on the fact that natural gas can be...

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A Mean Reversion Pair Trade From the Energy Pit: Long Natural Gas/Short Crude Oil

March 7th, 2010

This report was originally published on 4/30/09.At PAA Research our primary focus has always been on identifying outstanding opportunities within the stock market. However, we do follow the commodity markets closely and from time to time...

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Current Ideas

CTC

SHORT

$101

ATGE

SHORT

$15

AYI

SHORT

$108

HCG.TO

SHORT

$0

RON.TO

SHORT

$9

BIG

SHORT

$28

ESI

SHORT

$0

BGG

PAIR - LONG BGG/SHORT TTC

25%

TTC

PAIR - LONG BGG/SHORT TTC

25%

Z

SHORT

$14.00

NA.TO

SHORT

$22

ING.PA

SHORT

$35

ZU

SHORT

$15

TRLA

SHORT

$20

MCRS

SHORT

$31

APOL

SHORT

$35

OPEN

SHORT

$30

BCO

LONG

$35

WWE

LONG

$25

KNL

PAIR - LONG KNL/SHORT MLHR

25%

XOXO

LONG

$20

CSGP

SHORT

$100

GCA

LONG

$8

IPSU

LONG

$20

MLHR

SHORT

$22

ARC

LONG

$12.50

LOOP

PAIR - LONG CSGP/SHORT LOOP

40%

THQI

LONG

$35

WPO

SHORT

$275

COCO

SHORT

$0

HNI

SIG

RGR