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|---|---|---|---|---|
arnold-j/_sent_mail/477.
|
Re: ,
thanks a lot
| 3,457 |
||
arnold-j/_sent_mail/478.
|
,
awfully close......
| 3,458 |
||
arnold-j/_sent_mail/479.
|
Re: Power Group ,
yes
Ina Rangel
04/23/2001 05:04 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Power Group
John,
Have you cleared everything with Presto about having to move over one row to
make room for Fred's group?
-Ina
| 3,459 |
||
arnold-j/_sent_mail/48.
|
Re: ,
yep
Brian Hoskins@ENRON COMMUNICATIONS
11/06/2000 11:08 AM
To: John Arnold/HOU/ECT@ECT
cc: Fangming Zhu/Corp/Enron@ENRON
Subject:
John,
Are you available to install the Enron Messenger application today at 4pm?
Brian
Brian T. Hoskins
Enron Broadband Services
713-853-0380 (office)
713-412-3667 (mobile)
713-646-5745 (fax)
[email protected]
| 3,460 |
||
arnold-j/_sent_mail/481.
|
Re: Overwhelmed By Debt? [qenld] ,
fuck you
[email protected] on 04/23/2001 10:48:39 AM
Please respond to [email protected]
To: [email protected]
cc:
Subject: Overwhelmed By
Debt? [qenld]
Debt got you down?
You're not alone....
Consumer debt is at an all-time high.
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(No information ever provided to any third party sources)
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This request is totally risk free.
No obligation or costs are incurred.
Thank you for your time.
To unsubscribe please hit reply and send a message with remove in the subject.
| 3,462 |
||
arnold-j/_sent_mail/482.
|
Re: Henry "scuba" called ,
do you mind if i go out with the boys from work tonight?
| 3,463 |
||
arnold-j/_sent_mail/483.
|
,
Hello, I noticed you carried several of the 98 Zoom Zins. Any chance you
have the 33 year old vines version? Please advise,
John
| 3,464 |
||
arnold-j/_sent_mail/484.
|
Re: please fill in--i lost the scrap of paper ,
you think i'm going to put this in ellectronic form? no way.
From: Jennifer Fraser/ENRON@enronXgate on 04/19/2001 01:17 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: please fill in--i lost the scrap of paper
arnold
May-01
Jun-01
Jul-01
Aug-01
Sep-01
Oct-01
Nov-01
Dec-01
Jan-02
Jen Fraser
Enron Global Markets Fundamentals
713-853-4759
| 3,465 |
||
arnold-j/_sent_mail/486.
|
RE: Receipt of Hedge Fund Information ,
Mike:
Please resend the forms needed although I may have sent the necessary docs
with the courier that delivered the check. Do not believe we've seen the
worst yet.
Will not be looking to put more money to work on the long only side for a
while. Even with the rally today I do not believe we've seen the worst yet.
"Gapinski, Michael" <[email protected]> on 04/17/2001
08:48:53 AM
To: "'[email protected]'" <[email protected]>
cc: "Herrera, Rafael J." <[email protected]>
Subject: RE: Receipt of Hedge Fund Information
John -
Yes, we received your check and forms. The check has been deposited and the
forms have been processed. The actual debits for hedge fund subscriptions
will begin on April 24th.
As for naked options, I believe we sent the paperwork for naked options to
you in February, but I don't believe we got it back. Also, I'm concerned
about the margin requirements for naked options interfering with funds
available for the hedge fund subscriptions on April 24th.
I also have an ACCESS manager portfolio presentation for you to review
concerning the long-stock portion of your portfolio. I'm thinking we could
knock out the paperwork, discuss protecting your liquidity for the hedge
funds vs. naked option margin requirements, and walk you through the ACCESS
manager proposal in about 30-45 minutes if you're available around 5 PM
tonight or tomorrow night. With regards to the marginable equity for naked
options question, are the stocks at Fidelity held in joint name?
Thanks,
Mike
-----Original Message-----
From: [email protected] [mailto:[email protected]]
Sent: Monday, April 16, 2001 3:59 PM
To: Gapinski, Michael
Subject: RE: Receipt of Hedge Fund Information
mike:
just want to confirm you received my money and forms.
also, checking to see if i am set up to sell naked calls on ENE. may be
looking to do something this week. probably 100-200 contracts.
john
Notice Regarding Entry of Orders and Instructions: Please
do not transmit orders and/or instructions regarding your
PaineWebber account(s) by e-mail. Orders and/or instructions
transmitted by e-mail will not be accepted by PaineWebber and
PaineWebber will not be responsible for carrying out such orders
and/or instructions. Notice Regarding Privacy and Confidentiality:
PaineWebber reserves the right to monitor and review the content of
all e-mail communications sent and/or received by its employees.
| 3,467 |
||
arnold-j/_sent_mail/487.
|
Re: FW: bloomberg ,
Please send it to me.
john
From: Julie Pechersky/ENRON@enronXgate on 04/17/2001 09:33 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: FW: bloomberg
John,
We are trying to transfer your bloomberg account and need to know who within
Enron North America can sign-off on this
contract. Would that be you? Or do you have a legal department that we
should forward it to? We initially changed the
name on it and had it signed under Enron Corp which is where the majority of
our Bloomberg contracts lie, but because
you can actually execute trades from the system that you are now using, it
has to be under your departments name
and we need someone to sign the contract.
Let me know.
Thanks,
Julie
-----Original Message-----
From: "ALLYSON FELLER, BLOOMBERG/ NEW YORK" <[email protected]>@ENRON
[mailto:IMCEANOTES-+22ALLYSON+20FELLER+2C+20BLOOMBERG_+20NEW+20YORK+22+20+3CAF
[email protected]]
Sent: Monday, April 16, 2001 12:03 PM
To: [email protected]
Subject: bloomberg
Hi Julie. I noticed the contracts have been received. However, "North
America"
has been crossed off the contract. That is the name it was signed under and
still the current trading name for Emissions and Natural gas. Not sure if it
was a mistake or not. Anyway - please get back to me when you can. I am going
to try to set up a meeting with the gas guys for tomorrow 4/17. Thanks
| 3,468 |
||
arnold-j/_sent_mail/489.
|
,
jeanie:
i really need the docs on both phantom stock and options.
please
please
please
john
| 3,470 |
||
arnold-j/_sent_mail/490.
|
,
http://messages.yahoo.com/bbs?.mm=FN&action=m&board=7081781&tid=ene&sid=708178
1&mid=11711
| 3,472 |
||
arnold-j/_sent_mail/491.
|
RE: ng views + wager ,
7:2 at 2:1
From: Jennifer Fraser/ENRON@enronXgate on 04/17/2001 05:42 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: RE: ng views + wager
new odds
Jen Fraser
Enron Global Markets Fundamentals
713-853-4759
-----Original Message-----
From: Arnold, John
Sent: Monday, April 16, 2001 7:44 AM
To: Fraser, Jennifer
Subject: RE: ng views + wager
i'll take 10:1 this morning
From: Jennifer Fraser/ENRON@enronXgate on 04/16/2001 07:40 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: RE: ng views + wager
thats pleasant
Jen Fraser
Enron Global Markets Fundamentals
713-853-4759
-----Original Message-----
From: Arnold, John
Sent: Sunday, April 15, 2001 3:29 PM
To: Fraser, Jennifer
Subject: RE: ng views + wager
eat my shorts
From: Jennifer Fraser/ENRON@enronXgate on 04/12/2001 05:01 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: RE: ng views + wager
3:1 and your on
Jen Fraser
Enron Global Markets Fundamentals
713-853-4759
-----Original Message-----
From: Arnold, John
Sent: Thursday, April 12, 2001 11:04 AM
To: Fraser, Jennifer
Subject: RE: ng views + wager
the implied market on that from put spreads is 5.3:1. I'll take 4:1.
that's all the juice i'll pay.
From: Jennifer Fraser/ENRON@enronXgate on 04/12/2001 07:59 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: RE: ng views + wager
Most import - the wager - I will take the over on May NG (4.95). 2:1 is
okay--- $5 per penny okay?
Agree - Products
Rally is not different for products. 92% of heating oil is made ondemand
(storage is not as important as in nat gas) Heat will get ugly this October
and then give it up (unless we have 7 blizzzards in the Northeast very
early).
SOme things to consider :
1- in the next 3-4 weeks we will finish the very heavy maintenance season and
be in full blown gasoline season.
- yields will be preferentially shifted for HU
3- nobody will pay any attention to HO
2-HO will have incremental demand due to utlity switching and will quietly
build slower than last year
4- therefore by September everyone will freak out
5- After the OCtober contract expires (HO) , everyone will realize (similar
to NG) that the world will not end.
Where does this get us:
1- Sell q3 HU crack and by Q4HO crack (By the time q3 prices out--the wind
will have been taken out of HU sails - plus you can do it month
avg--therefore less noise)
2-Benefit from heat's recent excitement -- sell HO calls (June -Aug), buy ng
puts nov-jan
Ng-Disagree:
I think prices stay high through June. The big drop off come some where in
July 15 to Aug 15 and downhill from there. (Looks like 1998)
Jen Fraser
Enron Global Markets Fundamentals
713-853-4759
-----Original Message-----
From: Arnold, John
Sent: Wednesday, April 11, 2001 10:41 PM
To: Fraser, Jennifer
Subject: Re: ng views
the only change that's happened to my long term outlook has been that the
weather in the short term has been more bullish and we'll have 30 or so bcf
less storage than i was anticpating in two weeks. so yea, my curve is a
touch higher, but it doesnt change my longer term view. most of the move
this week was a short sqeeze of spec shorts combined with a strong heat
market. a little concerned about heat, but also saw products very strong
going into the season this past winter only to stage a huge failure. not
convinced this rally in products is different.
From: Jennifer Fraser/ENRON@enronXgate on 04/11/2001 09:04 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: ng views
where's your curve now?
MAy
June
Jul
Aug
Sep
Oct
Nov
Dec Jan 02
Jen Fraser
Enron Global Markets Fundamentals
713-853-4759
| 3,473 |
||
arnold-j/_sent_mail/492.
|
Re: FW: Clay Christensen Speaks: Wednesday, 3:30, Spangler ,
That's what I'm talking ABOUT !!!!
"Eva Pao" <[email protected]> on 04/16/2001 09:35:14 PM
Please respond to <[email protected]>
To: <[email protected]>
cc:
Subject: FW: Clay Christensen Speaks: Wednesday, 3:30, Spangler Auditorium!
?
-----Original Message-----
From: [email protected]
[mailto:[email protected]]On Behalf Of David Margalit
Sent: Monday, April 16, 2001 10:38 PM
To: [email protected]
Subject: Clay Christensen Speaks: Wednesday, 3:30, Spangler Auditorium!
You've read?the Innovator's Dilemma.? Now learn?the latest.??
Clay??Christensen?
?How can I know in advance if something is a high-potential disruptive
market opportunity?
?
3:30pm,?Wednesday,?April?18th
Spangler Auditorium
Come watch?Clay Christensenshare his?most recent?thoughts on?disruption,
innovation?and business.
Part of the HBS Student Association's Thought Leadership Speaker Series
Be sure not to miss:
Michael Porter:??Strategy: New Learnings:?3:30pm,??Tuesday,
April?17th?Spangler Auditorium
Tom Eisenmann: Get Big Fast? Promise and Peril on the Path to the Evernet
3:00pm, Thursday, April 19th Aldrich 110
Rosabeth Moss Kanter: Evolve!: Succeeding in the Digital Culture of Tomorrow
4:30pm, Thursday, April 19th Aldrich 109
| 3,474 |
||
arnold-j/_sent_mail/493.
|
RE: Receipt of Hedge Fund Information ,
mike:
just want to confirm you received my money and forms.
also, checking to see if i am set up to sell naked calls on ENE. may be
looking to do something this week. probably 100-200 contracts.
john
| 3,475 |
||
arnold-j/_sent_mail/494.
|
Re: Loss Limit Notification for April 11th and 12th ,
the 14 mm loss was due to a booking mistake that could not be corrected
before the books were posted and is being corrected tonight
Chris Abel
04/16/2001 01:08 PM
To: Mike Grigsby/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT
cc: Frank Hayden/Enron@EnronXGate, Kenneth Thibodeaux/Enron@EnronXGate, Shona
Wilson/NA/Enron@Enron
Subject: Loss Limit Notification for April 11th and 12th
Mike, can you please provide an explanation for the $71mm loss on the 11th
and the $31mm loss on the 12th, for reporting purposes?
John, can you please provide an explanation for the $14mm loss on the 12th,
for reporting purposes?
Thanks,
Chris Abel
Manager, Risk Controls and Consolidated Risk Reporting
| 3,476 |
||
arnold-j/_sent_mail/495.
|
Re: Pay all bills with just 1 monthly payment! [y5i64] ,
fuck you
<[email protected]> on 04/16/2001 11:09:55 AM
Please respond to [email protected]
To: [email protected]
cc:
Subject: Pay all bills with just 1 monthly
payment! [y5i64]
Got debt? We can help using Debt Consolidation!
If you owe $10,000 USD or more, consolidate your debt
into just 1 payment and let us handle the rest!
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| 3,477 |
||
arnold-j/_sent_mail/496.
|
RE: ng views + wager ,
i'll take 10:1 this morning
From: Jennifer Fraser/ENRON@enronXgate on 04/16/2001 07:40 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: RE: ng views + wager
thats pleasant
Jen Fraser
Enron Global Markets Fundamentals
713-853-4759
-----Original Message-----
From: Arnold, John
Sent: Sunday, April 15, 2001 3:29 PM
To: Fraser, Jennifer
Subject: RE: ng views + wager
eat my shorts
From: Jennifer Fraser/ENRON@enronXgate on 04/12/2001 05:01 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: RE: ng views + wager
3:1 and your on
Jen Fraser
Enron Global Markets Fundamentals
713-853-4759
-----Original Message-----
From: Arnold, John
Sent: Thursday, April 12, 2001 11:04 AM
To: Fraser, Jennifer
Subject: RE: ng views + wager
the implied market on that from put spreads is 5.3:1. I'll take 4:1.
that's all the juice i'll pay.
From: Jennifer Fraser/ENRON@enronXgate on 04/12/2001 07:59 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: RE: ng views + wager
Most import - the wager - I will take the over on May NG (4.95). 2:1 is
okay--- $5 per penny okay?
Agree - Products
Rally is not different for products. 92% of heating oil is made ondemand
(storage is not as important as in nat gas) Heat will get ugly this October
and then give it up (unless we have 7 blizzzards in the Northeast very
early).
SOme things to consider :
1- in the next 3-4 weeks we will finish the very heavy maintenance season and
be in full blown gasoline season.
- yields will be preferentially shifted for HU
3- nobody will pay any attention to HO
2-HO will have incremental demand due to utlity switching and will quietly
build slower than last year
4- therefore by September everyone will freak out
5- After the OCtober contract expires (HO) , everyone will realize (similar
to NG) that the world will not end.
Where does this get us:
1- Sell q3 HU crack and by Q4HO crack (By the time q3 prices out--the wind
will have been taken out of HU sails - plus you can do it month
avg--therefore less noise)
2-Benefit from heat's recent excitement -- sell HO calls (June -Aug), buy ng
puts nov-jan
Ng-Disagree:
I think prices stay high through June. The big drop off come some where in
July 15 to Aug 15 and downhill from there. (Looks like 1998)
Jen Fraser
Enron Global Markets Fundamentals
713-853-4759
-----Original Message-----
From: Arnold, John
Sent: Wednesday, April 11, 2001 10:41 PM
To: Fraser, Jennifer
Subject: Re: ng views
the only change that's happened to my long term outlook has been that the
weather in the short term has been more bullish and we'll have 30 or so bcf
less storage than i was anticpating in two weeks. so yea, my curve is a
touch higher, but it doesnt change my longer term view. most of the move
this week was a short sqeeze of spec shorts combined with a strong heat
market. a little concerned about heat, but also saw products very strong
going into the season this past winter only to stage a huge failure. not
convinced this rally in products is different.
From: Jennifer Fraser/ENRON@enronXgate on 04/11/2001 09:04 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: ng views
where's your curve now?
MAy
June
Jul
Aug
Sep
Oct
Nov
Dec Jan 02
Jen Fraser
Enron Global Markets Fundamentals
713-853-4759
| 3,478 |
||
arnold-j/_sent_mail/497.
|
Re: EnronOnline competitor questionnaire ,
schedule 30 min to sit down with me either mon or tues after 430. if you
want to get info, sending out an email survey is not the right way. much
easier to respond to a question in voice rather than typing it out.
<[email protected]> on 04/09/2001 04:17:59 PM
To: [email protected]
cc: [email protected]
Subject: EnronOnline competitor questionnaire
Hello Mr. Arnold,
Thank you for speaking with me today with Kenneth Parkhill. Unfortunately,
none of my teammates are available to meet with you today. Would you please
review our questionnaire and reply back to me with your comments about the
questionnaire and answers to any questions that apply to your work.
We will follow up with you later this week if we have questions. Thank you
for your help.
Charles Womack
2002 Rice MBA Candidate
281-413-8147
[email protected]
- Questionnaire.doc
| 3,479 |
||
arnold-j/_sent_mail/498.
|
RE: ng views + wager ,
eat my shorts
From: Jennifer Fraser/ENRON@enronXgate on 04/12/2001 05:01 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: RE: ng views + wager
3:1 and your on
Jen Fraser
Enron Global Markets Fundamentals
713-853-4759
-----Original Message-----
From: Arnold, John
Sent: Thursday, April 12, 2001 11:04 AM
To: Fraser, Jennifer
Subject: RE: ng views + wager
the implied market on that from put spreads is 5.3:1. I'll take 4:1.
that's all the juice i'll pay.
From: Jennifer Fraser/ENRON@enronXgate on 04/12/2001 07:59 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: RE: ng views + wager
Most import - the wager - I will take the over on May NG (4.95). 2:1 is
okay--- $5 per penny okay?
Agree - Products
Rally is not different for products. 92% of heating oil is made ondemand
(storage is not as important as in nat gas) Heat will get ugly this October
and then give it up (unless we have 7 blizzzards in the Northeast very
early).
SOme things to consider :
1- in the next 3-4 weeks we will finish the very heavy maintenance season and
be in full blown gasoline season.
- yields will be preferentially shifted for HU
3- nobody will pay any attention to HO
2-HO will have incremental demand due to utlity switching and will quietly
build slower than last year
4- therefore by September everyone will freak out
5- After the OCtober contract expires (HO) , everyone will realize (similar
to NG) that the world will not end.
Where does this get us:
1- Sell q3 HU crack and by Q4HO crack (By the time q3 prices out--the wind
will have been taken out of HU sails - plus you can do it month
avg--therefore less noise)
2-Benefit from heat's recent excitement -- sell HO calls (June -Aug), buy ng
puts nov-jan
Ng-Disagree:
I think prices stay high through June. The big drop off come some where in
July 15 to Aug 15 and downhill from there. (Looks like 1998)
Jen Fraser
Enron Global Markets Fundamentals
713-853-4759
-----Original Message-----
From: Arnold, John
Sent: Wednesday, April 11, 2001 10:41 PM
To: Fraser, Jennifer
Subject: Re: ng views
the only change that's happened to my long term outlook has been that the
weather in the short term has been more bullish and we'll have 30 or so bcf
less storage than i was anticpating in two weeks. so yea, my curve is a
touch higher, but it doesnt change my longer term view. most of the move
this week was a short sqeeze of spec shorts combined with a strong heat
market. a little concerned about heat, but also saw products very strong
going into the season this past winter only to stage a huge failure. not
convinced this rally in products is different.
From: Jennifer Fraser/ENRON@enronXgate on 04/11/2001 09:04 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: ng views
where's your curve now?
MAy
June
Jul
Aug
Sep
Oct
Nov
Dec Jan 02
Jen Fraser
Enron Global Markets Fundamentals
713-853-4759
| 3,480 |
||
arnold-j/_sent_mail/499.
|
Re: I need your phone # to help your debt problem. [h7gmu] ,
fuck you
[email protected] on 04/14/2001 05:42:02 AM
Please respond to [email protected]
To: [email protected]
cc:
Subject: I need your phone # to help your debt
problem. [h7gmu]
How would you like to take all of your debt, reduce
or eliminate the interest, pay less per month,and
pay them off sooner?
We have helped over 20,000 people do just that.
If you are interested, we invite you request our free
information by provide the following information.
Full Name:
Address:
City:
State:
Zip Code:
Home Phone:
Work Phone:
Best Time to Call:
E-Mail Address:
Estimated Debt Size:
(All information is kept securely and never
provided to any third party sources)
This request is totally risk free.
No obligation or costs are incurred.
To unsubscribe please hit reply and send a message with
remove in the subject.
| 3,481 |
||
arnold-j/_sent_mail/50.
|
Re: Final Gas and Power Trading PRC meeting ,
Is it possible to reschedule the commercial meeting from Wednesday.
Wednesday is the busiest day of the week for the gas floor. Please advise,
John
Jeanie Slone
11/02/2000 03:56 PM
To: Fred Lagrasta/HOU/ECT@ECT, Hunter S Shively/HOU/ECT@ECT, Scott
Neal/HOU/ECT@ECT, Thomas A Martin/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT,
Phillip K Allen/HOU/ECT@ECT
cc:
Subject: Final Gas and Power Trading PRC meeting
Mark you calendars for the Gas and Power Trading PRC meetings to be held
Wed. November 29 (Commercial) and Mon. December 4(Commercial Support) You
will receive specific information regarding times and locations soon.
If you would like additional members of your staff to attend the meeting to
provide feedback, please submit their names to me by November 10.
A formal Gas pre-ranking meeting is not scheduled. However, if you are
interested in conducting a pre-PRC meeting, please contact me by November 10.
Best regards,
Jeanie
X5-3847
| 3,483 |
||
arnold-j/_sent_mail/500.
|
Re: Need help with your bills this month? [swbij] ,
fuck you
[email protected] on 04/15/2001 07:41:06 AM
Please respond to [email protected]
To: [email protected]
cc:
Subject: Need help with your bills this
month? [swbij]
Are you behind in bills?
Late on a payment?
Let us help you get out of debt NOW!
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provided to any third party sources)
To unsubscribe please hit reply and send a message with
remove in the subject.
This request is totally risk free.
No obligation or costs are incurred.
| 3,484 |
||
arnold-j/_sent_mail/501.
|
Re: Stop harrassment by creditors, today! [amfos] ,
fuck you
[email protected] on 04/15/2001 07:41:11 AM
Please respond to [email protected]
To: [email protected]
cc:
Subject: Stop harrassment by creditors,
today! [amfos]
Are you behind in bills?
Late on a payment?
Let us help you get out of debt NOW!
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| 3,485 |
||
arnold-j/_sent_mail/503.
|
RE: ng views + wager ,
the implied market on that from put spreads is 5.3:1. I'll take 4:1.
that's all the juice i'll pay.
From: Jennifer Fraser/ENRON@enronXgate on 04/12/2001 07:59 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: RE: ng views + wager
Most import - the wager - I will take the over on May NG (4.95). 2:1 is
okay--- $5 per penny okay?
Agree - Products
Rally is not different for products. 92% of heating oil is made ondemand
(storage is not as important as in nat gas) Heat will get ugly this October
and then give it up (unless we have 7 blizzzards in the Northeast very
early).
SOme things to consider :
1- in the next 3-4 weeks we will finish the very heavy maintenance season and
be in full blown gasoline season.
- yields will be preferentially shifted for HU
3- nobody will pay any attention to HO
2-HO will have incremental demand due to utlity switching and will quietly
build slower than last year
4- therefore by September everyone will freak out
5- After the OCtober contract expires (HO) , everyone will realize (similar
to NG) that the world will not end.
Where does this get us:
1- Sell q3 HU crack and by Q4HO crack (By the time q3 prices out--the wind
will have been taken out of HU sails - plus you can do it month
avg--therefore less noise)
2-Benefit from heat's recent excitement -- sell HO calls (June -Aug), buy ng
puts nov-jan
Ng-Disagree:
I think prices stay high through June. The big drop off come some where in
July 15 to Aug 15 and downhill from there. (Looks like 1998)
Jen Fraser
Enron Global Markets Fundamentals
713-853-4759
-----Original Message-----
From: Arnold, John
Sent: Wednesday, April 11, 2001 10:41 PM
To: Fraser, Jennifer
Subject: Re: ng views
the only change that's happened to my long term outlook has been that the
weather in the short term has been more bullish and we'll have 30 or so bcf
less storage than i was anticpating in two weeks. so yea, my curve is a
touch higher, but it doesnt change my longer term view. most of the move
this week was a short sqeeze of spec shorts combined with a strong heat
market. a little concerned about heat, but also saw products very strong
going into the season this past winter only to stage a huge failure. not
convinced this rally in products is different.
From: Jennifer Fraser/ENRON@enronXgate on 04/11/2001 09:04 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: ng views
where's your curve now?
MAy
June
Jul
Aug
Sep
Oct
Nov
Dec Jan 02
Jen Fraser
Enron Global Markets Fundamentals
713-853-4759
| 3,487 |
||
arnold-j/_sent_mail/505.
|
,
Dave:
I need a favor. I'm trying to create an internal only Cal 2002 product for
our power guys. Product controls is saying it will take a week from monday
to get it created. any way to speed it up?
| 3,489 |
||
arnold-j/_sent_mail/506.
|
Re: ng views ,
the only change that's happened to my long term outlook has been that the
weather in the short term has been more bullish and we'll have 30 or so bcf
less storage than i was anticpating in two weeks. so yea, my curve is a
touch higher, but it doesnt change my longer term view. most of the move
this week was a short sqeeze of spec shorts combined with a strong heat
market. a little concerned about heat, but also saw products very strong
going into the season this past winter only to stage a huge failure. not
convinced this rally in products is different.
From: Jennifer Fraser/ENRON@enronXgate on 04/11/2001 09:04 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: ng views
where's your curve now?
MAy
June
Jul
Aug
Sep
Oct
Nov
Dec Jan 02
Jen Fraser
Enron Global Markets Fundamentals
713-853-4759
| 3,490 |
||
arnold-j/_sent_mail/507.
|
RE: ng views ,
what kind of odds. the market is saying it's 8:1 chance. I'm saying there
is a much better chance than that. i think it's 2:1
From: Jennifer Fraser/ENRON@enronXgate on 04/11/2001 04:11 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: RE: ng views
wanna wager on that?
Jen Fraser
Enron Global Markets Fundamentals
713-853-4759
-----Original Message-----
From: Arnold, John
Sent: Wednesday, April 11, 2001 3:57 PM
To: Fraser, Jennifer
Subject: Re: ng views
may = 495 the rest is the same
From: Jennifer Fraser/ENRON@enronXgate on 04/11/2001 09:04 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: ng views
where's your curve now?
MAy
June
Jul
Aug
Sep
Oct
Nov
Dec Jan 02
Jen Fraser
Enron Global Markets Fundamentals
713-853-4759
| 3,491 |
||
arnold-j/_sent_mail/508.
|
RE: ng views ,
2.75 ... but yea
From: Jennifer Fraser/ENRON@enronXgate on 04/11/2001 04:00 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: RE: ng views
2.50 fir jan02?
Jen Fraser
Enron Global Markets Fundamentals
713-853-4759
-----Original Message-----
From: Arnold, John
Sent: Wednesday, April 11, 2001 3:57 PM
To: Fraser, Jennifer
Subject: Re: ng views
may = 495 the rest is the same
From: Jennifer Fraser/ENRON@enronXgate on 04/11/2001 09:04 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: ng views
where's your curve now?
MAy
June
Jul
Aug
Sep
Oct
Nov
Dec Jan 02
Jen Fraser
Enron Global Markets Fundamentals
713-853-4759
| 3,492 |
||
arnold-j/_sent_mail/509.
|
Re: ng views ,
may = 495 the rest is the same
From: Jennifer Fraser/ENRON@enronXgate on 04/11/2001 09:04 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: ng views
where's your curve now?
MAy
June
Jul
Aug
Sep
Oct
Nov
Dec Jan 02
Jen Fraser
Enron Global Markets Fundamentals
713-853-4759
| 3,493 |
||
arnold-j/_sent_mail/510.
|
Re: ,
looks good to me. have you sent for materials yet?
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Re:
I found a good place - Bay Area Sailing. When you have time, go to their
website - www.bayareasailing.com and let me know what you think.
John Arnold
04/11/2001 08:43 AM
To: Kim Ward/HOU/ECT@ECT
cc:
Subject: Re:
australia definitely sounds cool. might be a little tough though.
i'd be in for keemah if you want to do that
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Re:
I'm still going to do it. I found out about one trip/lessons - 7 days in
Austrailia (Great Barrier Reef) - October - 40 ft. Beneteau - you are ASA
certified at the end. In other words, you could rent a sailboat anywhere in
the world when you are done. However, as fun and as cool as it sounds - it
may not be doable.
Also, got the name of a guy in Keemah that my friends took lessons from a few
years ago. I might give him a call - he may be expensive - they had their
own boat.
I will keep you posted -
John Arnold
04/08/2001 08:15 PM
To: Kim Ward/HOU/ECT@ECT
cc:
Subject:
hey:
just wondering if you're still up for sailing lessons and if you've found out
anything???
| 3,495 |
||
arnold-j/_sent_mail/511.
|
Re: tonight ,
i went to get the tix this morn and couldnt get them. i'll probably go to
dinner. sorry
"Jennifer White" <[email protected]> on 04/11/2001 08:42:45 AM
To: [email protected]
cc:
Subject: tonight
So do your plans for tonight involve business or pleasure?
___________________________________________________________________
To get your own FREE ZDNet Onebox - FREE voicemail, email, and fax,
all in one place - sign up today at http://www.zdnetonebox.com
| 3,496 |
||
arnold-j/_sent_mail/512.
|
Re: ,
australia definitely sounds cool. might be a little tough though.
i'd be in for keemah if you want to do that
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Re:
I'm still going to do it. I found out about one trip/lessons - 7 days in
Austrailia (Great Barrier Reef) - October - 40 ft. Beneteau - you are ASA
certified at the end. In other words, you could rent a sailboat anywhere in
the world when you are done. However, as fun and as cool as it sounds - it
may not be doable.
Also, got the name of a guy in Keemah that my friends took lessons from a few
years ago. I might give him a call - he may be expensive - they had their
own boat.
I will keep you posted -
John Arnold
04/08/2001 08:15 PM
To: Kim Ward/HOU/ECT@ECT
cc:
Subject:
hey:
just wondering if you're still up for sailing lessons and if you've found out
anything???
| 3,497 |
||
arnold-j/_sent_mail/513.
|
,
http://gasmsgboard.corp.enron.com/msgframe.asp
| 3,498 |
||
arnold-j/_sent_mail/516.
|
Re: Henry Hub instead of NYMEX... ,
yes
[email protected] on 04/10/2001 07:20:32 AM
To: [email protected]
cc:
Subject: Henry Hub instead of NYMEX...
Hi John !
My mistake again early morning... I clicked on Gas Daily Henry Hub (EOL
#1107435, I buy 5,000 MMBtu/day May @ 5.51) instead of NYMEX.
Could you change it to NYMEX ?
Thank you and sorry again,
Herve
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| 3,501 |
||
arnold-j/_sent_mail/517.
|
Re: Increase Sales, Accept Credit Cards! [139qu] ,
fuck you
| 3,502 |
||
arnold-j/_sent_mail/519.
|
,
hey:
just wondering if you're still up for sailing lessons and if you've found out
anything???
| 3,503 |
||
arnold-j/_sent_mail/52.
|
Re: ,
what time did you get in?
"Jennifer White" <[email protected]> on 11/03/2000 12:22:23 PM
To: [email protected]
cc:
Subject:
Everything worked out OK. I left your key at the concierge desk.
Jen
___________________________________________________________________
To get your own FREE ZDNet Onebox - FREE voicemail, email, and fax,
all in one place - sign up today at http://www.zdnetonebox.com
| 3,504 |
||
arnold-j/_sent_mail/520.
|
RE: Monday Conference Call ,
Took the wrong checkbook to work Friday. Will call your courier on Monday
hopefully.
John
| 3,505 |
||
arnold-j/_sent_mail/521.
|
,
what's your view of crude from here over next 1-4 weeks?
| 3,506 |
||
arnold-j/_sent_mail/524.
|
Re: Deal Cancellation ,
agree
Kristi Tharpe <[email protected]> on 04/06/2001 07:41:11 AM
To: "'[email protected]'" <[email protected]>,
"'[email protected]'" <[email protected]>
cc:
Subject: Deal Cancellation
Please reply to this correspondence to cancel deal id 131585680 between
John Neslon of Duke Energy Trading and Marketing LLC and John Arnold of
Enron North America Corp.
Product: NG Fin, FP for LD1 Henry Hub tailgate - Louisiana
Strip: May01-Oct01
Quantity: 2,500 MMBtus daily
Total Quantity: 460,000 MMBtus
Price/Rate: 5.57 USD / MMBtu
Effective Date: May 1, 2001
Termination Date: October 31, 2001
Please call the ICE Help Desk at 770.738.2101 with any questions.
Thanks,
Kristi Tharpe
IntercontinentalExchange, LLC
2100 RiverEdge Parkway, Fourth Floor
Atlanta, GA 30328
Phone: 770-738-2101
[email protected]
| 3,509 |
||
arnold-j/_sent_mail/525.
|
Re: NY hotels ,
good to me. get prices for the different types of rooms
"Jennifer White" <[email protected]> on 04/05/2001 12:19:52 PM
To: [email protected]
cc:
Subject: NY hotels
Look what I found: http://www.60thompson.com/
There aren't many photos, but it sounds nice. Travelocity.com shows
cheaper, promotional rates. And I'll find out from Paula where she made
her reservations.
I'm done. It's all up to you now.
Jen
___________________________________________________________________
To get your own FREE ZDNet Onebox - FREE voicemail, email, and fax,
all in one place - sign up today at http://www.zdnetonebox.com
| 3,510 |
||
arnold-j/_sent_mail/526.
|
Re: NY hotels ,
got tix for tonight
| 3,511 |
||
arnold-j/_sent_mail/527.
|
,
assume we're driving the 328 up to mom this friday after work
| 3,512 |
||
arnold-j/_sent_mail/528.
|
,
assuming we're driving the car to dallas tomorrow after work...
| 3,513 |
||
arnold-j/_sent_mail/529.
|
,
liz:
are the diamonds still available for tonight's game?
| 3,514 |
||
arnold-j/_sent_mail/53.
|
Re: NYC rocks ,
yea they were doing spoofs on the rules of business. i'll tell you about it
later. kind of funny. however, it took 2 hours for 30 seconds of film
From: Margaret Allen@ENRON on 11/02/2000 08:50 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Re: NYC rocks
Without me! I can't believe you...
Just kidding. What was it for -- the management conference?
| 3,515 |
||
arnold-j/_sent_mail/531.
|
Re: Friday?? ,
arrive some time friday night.
leave some time sunday.
Karen Arnold <[email protected]> on 04/04/2001 09:36:32 PM
To: [email protected], [email protected]
cc:
Subject: Friday??
Fax or email me your itinerary for the weekend. Fax 972-690-5151! Mom
| 3,517 |
||
arnold-j/_sent_mail/532.
|
Re: Jarnold ,
do you still have the magazine and if so can you send it to me?
"Zerilli, Frank" <[email protected]> on 03/23/2001 12:05:51 PM
To: "'[email protected]'" <[email protected]>
cc:
Subject: Jarnold
Jarnold
- Jarnold.jpg
| 3,518 |
||
arnold-j/_sent_mail/533.
|
Re: Incremental Fuel Switching For Distillate-- Summer Estimate ,
i read this as though 1.5 bcf/d of more switching takes place in the summer
versus today. is that because of the forward curves are backwardated for 2
and contango for natty?
From: Jennifer Fraser/ENRON@enronXgate on 03/27/2001 06:55 PM
To: John Arnold/HOU/ECT@ECT
cc: Alex Mcleish/EU/Enron@Enron, Richard Lassander/ENRON@enronXgate
Subject: Incremental Fuel Switching For Distillate-- Summer Estimate
Given the shape of the curve, my guess for incremental substitution is
1.5Bcf/d for No2 oil.
So for the period May-Sep01 an extra 1.5Bcf/d will be put back into the
system due to No2 oil usage.
Futures Settlements Mar27-01
NG CL BRT HO GSL HU PN
$/Mmbtu $/BBL $/BBL Cts/Gal $/ MT Cts/Gal Cts/gal
APR1 5.621 27.75 25.40 0.7794 216.25 0.9395 0.5375
MAY1 5.661 27.84 25.50 0.737 213.75 0.9306 0.5375
JUN1 5.703 27.66 25.39 0.7235 212.25 0.9111 0.5400
JUL1 5.738 27.40 25.26 0.724 212.50 0.8853 0.5425
AUG1 5.753 27.12 25.09 0.727 213.00 0.8558 0.5450
SEP1 5.713 26.85 24.91 0.7325 213.00 0.819 0.5475
OCT1 5.708 26.58 24.73 0.739 213.50 0.7765 0.5575
NOV1 5.813 26.31 24.53 0.745 214.25 0.7525 0.5600
DEC1 5.913 26.03 24.27 0.7490 215.00 0.739 0.5600
Futures Settlements DIFFS VS NG (USD/ MMBTU) (CDTY-
NG)
NG CL BRT HO GSL HU PN
$/MMBtu $/MMBtu $/MMBtu $/MMBtu $/MMBtu $/MMBtu $/MMBtu
APR1 0.00 -0.86 -1.29 0.00 -0.64 2.19 0.28
MAY1 0.00 -0.88 -1.32 -0.35 -0.74 2.08 0.24
JUN1 0.00 -0.95 -1.38 -0.49 -0.81 1.87 0.22
JUL1 0.00 -1.03 -1.43 -0.52 -0.84 1.62 0.22
AUG1 0.00 -1.10 -1.48 -0.51 -0.84 1.36 0.23
SEP1 0.00 -1.10 -1.47 -0.43 -0.80 1.10 0.41
OCT1 0.00 -1.14 -1.50 -0.38 -0.79 0.75 0.44
NOV1 0.00 -1.30 -1.63 -0.44 -0.88 0.45 #REF!
DEC1 0.00 -1.44 -1.78 -0.51 -0.96 0.23 0.23
Date 27-03
Legend
NG NYMEX Nat Gas
CL NYMEX Crude Oil
BRT IPE Brent
HO NYMEX Heating Oil
GSL IPE Gasoil
HU NYMEX Gasoline
PN 1 BBL = 42 Gal
Date 27-03
Conversions
NG 1 BBL = 5.825 MMBtu
CL
BRT
HO 1 BBL = 42 Gal
GSL 1 BBL =0.134 MT
HU 1 BBL = 42 Gal
PN 1 BBL = 42 Gal
Jen Fraser
Enron Global Markets Fundamentals
713-853-4759
| 3,519 |
||
arnold-j/_sent_mail/534.
|
Re: Monday Conference Call ,
Mike:
Two questions regarding fees:
1. What will you charge for placement fee on a 750,000-1,000,000 type
investment into the hedge funds?
2. I understand your cost structure is a little higher than Fidelity.
However, I was charged over $1,000 on my option trade for a transaction that
Fidelity charges $147.50. Is there any justification?
Please understand that my basis for developing an account with Paine Webber
is dependent upon an agressive fee structure. I don't want to see my
above-market returns compromised by high fees.
Thanks,
John
| 3,520 |
||
arnold-j/_sent_mail/536.
|
Re: credit facility...finally ,
good to hear. met john galperin today. give me a call soon to dicuss how
to most effectively use the line.
"Piasio, Stephen [FI]" <[email protected]> on 03/30/2001 03:42:08 PM
To: "'[email protected]'" <[email protected]>
cc:
Subject: credit facility...finally
Did the Palestinians settle with the Israelis? No. Did Dan Reeves settle
with John Elway? No. Did Anna Nicole Smith settle with her in-laws? No.
But Salomon Smith Barney and Enron have settled all the issues and have
agreed to the $50 million credit facility. The documents are in Mary Cook's
capable hands and should be completed next week.
In addition, I hope that Jon Davis' cooling demand presentation on Wednesday
(3:15) will be valuable for your trading endeavors. John Galperin (on our
desk) will introduce Jon. Try to stay awake during John's introduction.
| 3,522 |
||
arnold-j/_sent_mail/539.
|
Re: Miami ,
i talked to fred today. i think he's in so lets assume it's a go. when is
the last day to cancel and get our money back?
Ina Rangel
04/04/2001 11:14 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Miami
John,
It looks like Fred is not going to do the Miami trip after all. Do you still
want me to book it for the Financial group? If not, I will cancel the
reservations that are on hold.
-Ina
| 3,525 |
||
arnold-j/_sent_mail/54.
|
Re: NYC rocks ,
no actually i was here until 700 ... filming a movie
From: Margaret Allen@ENRON on 11/02/2000 08:25 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: NYC rocks
my, my, my, you must have left early yesterday to just have received my
email.
Have I told you how much I love it here? I think I need to move back...
| 3,526 |
||
arnold-j/_sent_mail/540.
|
Re: Gas Implied Volatility Smile ,
unfortunately, mathematical analysis of skew is extremely hard to do. the
question is why does skew exist and does the market do a proper job of
correcting for violations of the black scholes model. in my mind, there are
three big reasons for skew. one is that the assumption of stochastic
volatility as a function of price level gets violated. commodities tend to
have long range trading ranges that exist due to the economics of supply and
elasticity of the demand curve. nat gas tends to be relatively stable when
we are in that historical pricing environment. however, moving to a
different pricing regime tends to bring volatility. an options trader wants
to be long vol outside the trading range, believing that a breakout of the
range leads to volatility while trying to find new equilibrium. supports a
vol smile theory. in addition, in some commodities realized vol is a
function of price level. nat gas historically is more volatile at $5 than at
$4 and more volatile at $4 than $3. thus there has been a tendency for all
calls to have positive skew and all puts except weenies to have negative
skew. the market certainly trades this way as vol has a tendency to come off
in a declining market and increase in a rising market. to test, regress 15
day realized vol versus price level and see if there is any correlation.
second reason is heptocurtosis, fatter tails than lognormal distribution
predicts. supports vol smile theory. easy to test how your market compares
by plotting historical one day lognormal returns versus expected
distribution.
third, is just supply and demand. in a market where spec players are
bearish, put skew tends to get bid as vol players require more insurance
premium to add incremetal risk to the book. if you have a neutral view
towards market, or believe that market will come off but in an orderly
fashion, enron can take advantage of our risk limits by selling more
expensive insurance. crude market tends to have strong put skew and weak
call skew as customer business in options is nearly all one way: producer
fences. if you believe vol is stochastic in the region of prices where the
fence strikes are, can be profitable to take other side of trade.
if you want to discuss further give me a call 4-6 pm houston time. hope this
helps,
john
Sharad Agnihotri
04/04/2001 12:44 PM
To: Mike Maggi/Corp/Enron@Enron, John Arnold/HOU/ECT@ECT
cc:
Subject: Gas Implied Volatility Smile
John, Mike
I work for the London Research team and am looking at
some option pricing problems for the UK gas desk.
Dave Redmond the options trader told me that you had done
some fundamental research regarding
the gas implied volatility smiles and may be able to help.
I would be grateful if you tell me
what you have done or suggest
someone else that I could ask.
Regards
Sharad Agnihtori
| 3,527 |
||
arnold-j/_sent_mail/541.
|
Re: moving on ,
Congrats, thought you were headed to aig. how long til you get to short
natty again?
[email protected] on 04/04/2001 02:05:52 PM
To: [email protected]
cc:
Subject: moving on
i ve resigned from global today. it is a difficult decision from the stand
point
that I have been very happy in the short time I've been here. I wil still be
in
the energy business doing very much the same as i am doing now. I felt that
the
oportunity which came up was the best thing for my career and family in the
long
term. I look forward to speaking to all of you in the future and I'll contact
you as soon as i get set up in the next couple of weeks.
home phone 508-893-6043
home email [email protected]
regards,steve
| 3,528 |
||
arnold-j/_sent_mail/542.
|
,
txu buy 200 u @5255
| 3,529 |
||
arnold-j/_sent_mail/546.
|
,
are you in for the game?
| 3,533 |
||
arnold-j/_sent_mail/547.
|
,
i've realized i'm too old to stay up til 1 on a school night
| 3,534 |
||
arnold-j/_sent_mail/548.
|
Re: ,
no not necessarily... just sick of her at the moment,
From: Margaret Allen@ENRON on 04/02/2001 01:32 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Re:
what a pisser -- i'm still in austin so i can't go. what about your
girlfriend? is she on her way out?
John Arnold@ECT
04/02/2001 12:25 PM
To: Margaret Allen/Corp/Enron@ENRON
cc:
Subject:
i may have some u2 tix for tonight, wanna go?
| 3,535 |
||
arnold-j/_sent_mail/549.
|
,
i may have some u2 tix for tonight, wanna go?
| 3,536 |
||
arnold-j/_sent_mail/55.
|
,
you think that's a valid excuse? whatever....
| 3,537 |
||
arnold-j/_sent_mail/550.
|
Re: power gen ,
you're right though...it seems like bo and i are always on the opposite side
of each other.
| 3,538 |
||
arnold-j/_sent_mail/551.
|
Re: power gen ,
fyi : bo is a big put buyer and fence seller today. though he is trying to
defend j.
[email protected] on 03/29/2001 09:22:15 PM
To: [email protected]
cc:
Subject: Re: power gen
agree on view. as u cud tell i got a little less bearish for a bit so i delta
hedged and day traded to keep from losing a ton, let go og the delta after aga
number which was exactly on my forecast still implying 7.5 bcf swing(i
actually
thot it could have been worse so my range pre was 5-12 basis past cupla weeks
aga. that said i with you took my lumps. having a very good month in petro
helped me hold on to natgas shit p&l. got most of it back now tho.trying to be
more patient.
think we hold 5.20's for another week or so-must be plenty chopped up
traders mite mean we lose some momentum for a bit.
what the hell was going on today between you and bo(seems i see this more
and more)? how come he always seems to be fighting you on this stuff. if he
would go the same way as you(and i) this mkt would just crap. either way im
unwinding-gonna be making a jump soon(thats p&c for the moment). will keep u
informed of course.
power gen up 3% last week and cal rate hikes the kiss of death for demand in
cal this summer i think
[email protected] on 03/29/2001 07:45:02 PM
To: Steve LaFontaine/GlobalCo@GlobalCo
cc:
Fax to:
Subject: Re: power gen
Wow, what a week so far. Beauty of a short squeeze early on. Even some of
the biggest bears I know were covering to reestablish when the market lost
its upward momentum. Unfortunately, my boat is too big to play that way.
Takes too long to put the size of the position I manage on or off to play
that game. just had to sit back and take my lumps. couldnt have been a
more bearish aga # in my opinion. got one more decent one and then watch
out below. amazing that we've had more demand destruction recently. the
economy is the 800 pound gorilla that is sitting on nat gas and it aint
getting up.
| 3,539 |
||
arnold-j/_sent_mail/552.
|
Re: technical help for interviewing traders ,
In regards to gas:
what signals do you for in determining your view?
what resources do you use to formulate a price view?
give example of complex transaction you've structured for a customer.
where is storage now relative to history? what is the highest and lowest
level we've been at in past 5 years?
what are your short, medium, and long term views of gas market?
what major basis changes have occured in the market over the past 5 years?
What do you expect in the next 5?
how should a storage operator decide whether or not to inject on any given
day?
In regards to derivatives in order of difficulty
What are delta/gamma/theta?
if you buy a put spread, is your delta positive, negative, or zero?
Is swap price equal to simple average of futures contracts?
If interest rates go up what happens to option prices all else equal?
what is the value of a european $1 call expiring in 12 months if
corresponding futures are trading $5?
what happens to delta of an option if volatility increase?
From: Tom Wilbeck/ENRON@enronXgate on 03/23/2001 03:35 PM
To: John Arnold/HOU/ECT@ECT, Hunter S Shively/HOU/ECT@ECT, Phillip K
Allen/HOU/ECT@ECT
cc:
Subject: technical help for interviewing traders
Jeanie Slone was telling me that you were among the best interviewers in the
trading group. Because of your expertise in this area, I was wondering if
you could help me put some technical questions together that you've found to
be effective in interviewing Gas Traders.
Norma Hasenjager is in our Omaha office needs this information ASAP in order
to help her screen some candidates. It would be great if you could respond
to this with two or three questions that you've used in the past to select
good Gas Traders.
Thanks for your help.
Tom Wilbeck
EWS Training and Development
| 3,540 |
||
arnold-j/_sent_mail/553.
|
,
Ina:
Can you set up a 5 minute mtg with me and all of the assistants and runners
in regards to what we discussed this week
| 3,541 |
||
arnold-j/_sent_mail/554.
|
Re: ICE Trading Platform - Financial Gas Counterparties ,
thanks
From: Tom Moran/ENRON@enronXgate on 03/29/2001 02:43 PM
To: John Arnold/HOU/ECT@ECT, Dutch Quigley/HOU/ECT@ECT
cc:
Subject: ICE Trading Platform - Financial Gas Counterparties
John/Dutch
There are currently 3 counterparties which would like to have the ability to
trade financial gas with Enron but that credit has closed on the ICE platform.
AES NewEnergy, Inc. No Master
Trafigura Derivatives Limited Poor credit quality
e prime, inc. Poor credit quality
Regards,
tm
| 3,542 |
||
arnold-j/_sent_mail/555.
|
Re: Cortlandt Wines.Spirits Invoice - Thank you for your order! ,
I understand you are out of one of the wines. Please fill remaining order.
thanks, john
[email protected] on 03/25/2001 06:16:00 PM
To: [email protected]
cc:
Subject: Cortlandt Wines.Spirits Invoice - Thank you for your order!
Thank you for your order.
Your order is number 35257 placed on 3/25/2001.
Here are the items you selected:
SKU | Qty | Producer | Product Name | Price | Extended Price
--------------------------------------------------------------------
5711 | 4 | Matanzas Creek Merlot | $49.99 | $199.96
5353 | 4 | Matanzas Creek Merlot | $59.99 | $239.96
6035 | 4 | Altesino Super Tuscan | $35.00 | $140.00
Total Shipping:
Total Tax: $0.00
The total for your order: $579.92
Here is the contact information we have for you:
--------------------------------------------------------------------
Customer ID: ArnJoh35263
Password: cowboy
Please make a note of your Customer ID and Password for future purchases.
Name: John Arnold
Address: 909 Texas Ave #1812
Houston, TX 77002
USA
Email: [email protected]
Phone: 713 229 9278
APPROPRIATE SALES TAX WILL BE APPLIED.
SHIPPING CHARGES WILL BE ADDED TO ORDER SEPARATELY.
If there is a problem, please call us.
Thank you.
Cortlandt Wines.Spirits
447 Albany Post Rd
Croton on Hudson, NY 10520
Sales: 914.271.7788
Fax: 914.271.4414
Email: [email protected]
WWW: http://www.cortlandtwines.com/
| 3,543 |
||
arnold-j/_sent_mail/556.
|
Re: power gen ,
Wow, what a week so far. Beauty of a short squeeze early on. Even some of
the biggest bears I know were covering to reestablish when the market lost
its upward momentum. Unfortunately, my boat is too big to play that way.
Takes too long to put the size of the position I manage on or off to play
that game. just had to sit back and take my lumps. couldnt have been a more
bearish aga # in my opinion. got one more decent one and then watch out
below. amazing that we've had more demand destruction recently. the economy
is the 800 pound gorilla that is sitting on nat gas and it aint getting up.
| 3,544 |
||
arnold-j/_sent_mail/557.
|
Re: ? about turf ,
As long as I own Enron stock, the desks are my colleagues. Feel free to
share the info with Hunter and Chris.
Clayton Vernon @ ENRON
03/26/2001 03:45 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: ? about turf
John-
My name is Clayton Vernon, and I am the Manager for Models and Forecasts for
East Power Trading, reporting to Lloyd Will.
I'm helping Research (and Toim Barkley) with a data visualization tool for
EOL trades, and I wanted for you to know I'd like to make this product
helpful for you.
In doing so, I'd like to also let my colleagues Chris Gaskill/Hunter Shively
avail themsevles of this tool. But, I need to find out if the desks are your
colleagues or, as things shape up, your competitors, since some trades are
between Enron desks.
Can Chris/Hunter see synopses of all of our EOL gas trades, after the fact?
Clayton Vernon
| 3,545 |
||
arnold-j/_sent_mail/558.
|
Re: Astro's Baseball Season Tickets ,
Kim:
Can I get 4 tix for the following games:
Apr 21 or 22 vs. St Louis
Jun 15 vs Texas
Jun 17 vs Texas
Thanks,
John
From: John J Lavorato/ENRON@enronXgate@enronXgate on 03/27/2001 09:45 AM
Sent by: Kimberly Hillis/ENRON@enronXgate
To: Phillip K Allen/HOU/ECT@ECT, W David Duran/HOU/ECT@ECT, Joseph
Deffner/ENRON@enronXgate, Brian Redmond/HOU/ECT@ECT, Colleen
Sullivan/HOU/ECT@ECT, Mike Grigsby/HOU/ECT@ECT, Mike Swerzbin/HOU/ECT@ECT,
John Arnold/HOU/ECT@ECT, Kevin M Presto/HOU/ECT@ECT, Hunter S
Shively/HOU/ECT@ECT, Fletcher J Sturm/HOU/ECT@ECT, Rogers
Herndon/HOU/ECT@ect, Barry Tycholiz/NA/Enron@ENRON, Dana
Davis/ENRON@enronXgate, Fred Lagrasta/HOU/ECT@ECT, Thomas A
Martin/HOU/ECT@ECT, Scott Neal/HOU/ECT@ECT, Edward D
Baughman/ENRON@enronXgate, Harry Arora/ENRON@enronXgate, Don
Miller/HOU/ECT@ECT, Ozzie Pagan/ENRON@enronXgate, Michael L
Miller/NA/Enron@Enron, Richard Lydecker/Corp/Enron@Enron, Jim
Schwieger/HOU/ECT@ECT, Carl Tricoli/Corp/Enron@Enron, Frank W
Vickers/NA/Enron@Enron, Mark Whitt/NA/Enron@Enron, Ed McMichael/HOU/ECT@ECT,
Jesse Neyman/HOU/ECT@ECT, Greg Blair/Corp/Enron@Enron, Douglas
Clifford/NY/ECT@ECT, Michael J Miller/Enron Communications@Enron
Communications, Allan Keel/ENRON@enronXgate, Scott Josey/ENRON@enronXgate,
Bruce Sukaly/ENRON@enronXgate, Julie A Gomez/HOU/ECT@ECT, Jean
Mrha/NA/Enron@Enron, C John Thompson/ENRON@enronXgate, Steve
Pruett/ENRON@enronXgate, Gil Muhl/Corp/Enron@ENRON, Michelle
Parks/ENRON@enronXgate, Brad Alford/NA/Enron@Enron, Robert Greer/HOU/ECT@ECT
cc: Louise Kitchen/HOU/ECT@ECT, Tammie Schoppe/HOU/ECT@ECT
Subject: Astro's Baseball Season Tickets
The 2001 Astro's season is about to kick-off and Enron Americas Office of the
Chairman has four tickets to each game available for customer events.
If you are interested in using the tickets, please call Kim Hillis at x30681.
| 3,546 |
||
arnold-j/_sent_mail/559.
|
Re: missing a couple jumbos? ,
thanks, i'll check it out
Fletcher Sturm <[email protected]> on 03/28/2001 08:41:40 PM
To: [email protected]
cc:
Subject: missing a couple jumbos?
johnny,
my new deal p/l from yesterday (tue) looked a little on the high side,?so i
asked my?guy to double check my deals.? he checked them today and said they
all checked out.? but, i re-checked?my new gas deals and saw that you filled
me on 100 n-q at 4.32 instead of 5.32.? i'll have my boy fix it so it'll show
up tomorrow (thur).? $2 jumbos from me to you!
fletch
p.s.? thanks for all your help with our gas business.?it gives us a
tremendous advantage against our rivals. you're the king even if you don't
notice a $2 million error on one trade.
Do You Yahoo!?
Yahoo! Mail Personal Address - Get email at your own domain with Yahoo! Mail.
| 3,547 |
||
arnold-j/_sent_mail/56.
|
Re: Credit Suisse First Boston ,
use 380
From: Russell Dyk @ ENRON 11/01/2000 12:06 PM
To: Brad McKay/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT, Caroline
Abramo/Corp/Enron@Enron
cc:
Subject: Credit Suisse First Boston
CSFB informed us today that their Appalachia hedging deal will likely happen
in the next two weeks. The deal, in short, involves Enron buying an average
volume of 11,500 mmBtu/d at TCO and 5,500 mmBtu/d at CNG for 12 years and 1
month from Dec00.
CSFB would like to get an idea of where the market is now. I've attached a
spreadsheet that details the volumes, which decline with time. Could you
please provide indicative prices, as of tonight's close.
Thanks,
Russ
| 3,548 |
||
arnold-j/_sent_mail/560.
|
,
http://gasfundy.corp.enron.com/gas/framework/default.asp
| 3,549 |
||
arnold-j/_sent_mail/561.
|
Re: Devon ,
will call you tonight
Karen Arnold <[email protected]> on 03/27/2001 08:09:06 PM
To: [email protected]
cc:
Subject: Devon
Why did you sell Devon Energy???? I still own it. should I sell?
Any decision regarding your return?
It is cold and rainy here, high today was 45!!!
| 3,550 |
||
arnold-j/_sent_mail/563.
|
Re: power gen ,
where are you getting those numbers?
[email protected] on 03/26/2001 12:56:07 PM
To: [email protected]
cc:
Subject: power gen
while we're stroking each other on the bear stuff-you notice the weekly y on y
power gen /demand numbers have fallen from double digit increases each week to
now nearly flat to +2% ish each week depstie cold east and hot west.
| 3,552 |
||
arnold-j/_sent_mail/564.
|
Re: easter weekend ,
yes
i dont know. both have their merits
"Jennifer White" <[email protected]> on 03/26/2001 01:41:38 PM
To: [email protected]
cc:
Subject: easter weekend
Jen and Paula are definitely going to NYC for the long weekend. Think
about what you want to do, and I'll call you tonight to discuss:
Do you want to spend the long weekend with me or do your own thing?
If you want to spend it with me, would you rather go to the beach or
to NYC?
___________________________________________________________________
To get your own FREE ZDNet Onebox - FREE voicemail, email, and fax,
all in one place - sign up today at http://www.zdnetonebox.com
| 3,553 |
||
arnold-j/_sent_mail/565.
|
RE: Receipt of Hedge Fund Information ,
Mike:
which one of the hedge funds closes today?
| 3,554 |
||
arnold-j/_sent_mail/566.
|
Re: distillates ,
yea, i think the two dumps in the market are when everybody realizes the
loss of demand, which is in the first 4 inj numbers. customer buying and
fear about the summer will keep may at a decent level. if my theory holds,
eventually that wont be enough to hold the market up and m pukes. second
puke is in the winter when 4th quarter production is 4-5% on y/y basis,
demand still weak (economic weakness isn't a 3 month problem), industry
realizes that not only is it ok to get to 500-700 bcf in march but you
should, and early winter weather will not match 2000. we develop large y/y
surplus in x and z. z futures hold up because some risk premium still exists
for rest of winter. by late december, just trying to find a home for gas.
think decent chance f futures finish with a 2 handle.
[email protected] on 03/25/2001 08:16:26 PM
To: [email protected]
cc:
Subject: Re: distillates
f puts?? you mean january? u mean june and january???
[email protected] on 03/25/2001 07:30:38 PM
To: Steve LaFontaine/GlobalCo@GlobalCo
cc:
Fax to:
Subject: Re: distillates
just when i'm turning really bearish you're starting to turn bullish on me.
weather to me relatively unimportant. yes, it will leave us with 30 bcf or
so less in storage than if we had mild weather. i think it is masking a
major demand problem. think what the aga numbers would be with moderate
weather. when we get into injections, i think we'll see a big push down.
spec and trade seem bearish but hesitant to get short. customer buying
still strong. thus even with the demand picture becoming clearer, we
haven't moved down. however i think when the picture becomes clearer (i.e.
-when we start beating last year's injections by 20 bcf a week), trade will
get short. customers very unsophistocated. the story they keep telling us
is we're coming out 400 bcf less than last year, thus the summer has to be
strong. when we start inj, customers will start seeing other side of
story. pira finally came out this week and said stop buying. to me, the
mrkt just a timing issue. i want to be short before the rest of the idiots
get short. i continue buying m,f puts. projecting k to settle 450 and m
400.
[email protected] on 03/23/2001 01:44:10 PM
To: [email protected]
cc:
Subject: distillates
this strength cud persist awhile-is a little bullish ngas demand since we
now
above parity in some places. shit theres so many things shaking my faith on
the
short bias of this thing. weather hot /west cold est, hydo, califronia,mkt
talking new engl shortages.oil demand cont to show stellar y on y and curve
recoveriung, opec hawkish stance for px support.
i think we close the y on y gap still significantly but im starting to
question how when,how much and how long prices come off in apr-jun?
thanks god i can trade oil cuz i have made anything in ngas to speak of.
short
term still sort of neutral ngas-beleive we range bound. u prob know this
but
hearing texas rr data coming out pretty bearish prodcution-good news .
regards
| 3,555 |
||
arnold-j/_sent_mail/567.
|
Re: distillates ,
just when i'm turning really bearish you're starting to turn bullish on me.
weather to me relatively unimportant. yes, it will leave us with 30 bcf or
so less in storage than if we had mild weather. i think it is masking a
major demand problem. think what the aga numbers would be with moderate
weather. when we get into injections, i think we'll see a big push down.
spec and trade seem bearish but hesitant to get short. customer buying still
strong. thus even with the demand picture becoming clearer, we haven't moved
down. however i think when the picture becomes clearer (i.e.-when we start
beating last year's injections by 20 bcf a week), trade will get short.
customers very unsophistocated. the story they keep telling us is we're
coming out 400 bcf less than last year, thus the summer has to be strong.
when we start inj, customers will start seeing other side of story. pira
finally came out this week and said stop buying. to me, the mrkt just a
timing issue. i want to be short before the rest of the idiots get short. i
continue buying m,f puts. projecting k to settle 450 and m 400.
[email protected] on 03/23/2001 01:44:10 PM
To: [email protected]
cc:
Subject: distillates
this strength cud persist awhile-is a little bullish ngas demand since we now
above parity in some places. shit theres so many things shaking my faith on
the
short bias of this thing. weather hot /west cold est, hydo, califronia,mkt
talking new engl shortages.oil demand cont to show stellar y on y and curve
recoveriung, opec hawkish stance for px support.
i think we close the y on y gap still significantly but im starting to
question how when,how much and how long prices come off in apr-jun?
thanks god i can trade oil cuz i have made anything in ngas to speak of. short
term still sort of neutral ngas-beleive we range bound. u prob know this but
hearing texas rr data coming out pretty bearish prodcution-good news .
regards
| 3,556 |
||
arnold-j/_sent_mail/568.
|
Re: FW: Rick Buy Report Tomorrow--Your comments needed ,
We ahave not initiated a 24/7 gas product yet but are creating the
capabilities to launch at some point in the near future
From: Frank Hayden/ENRON@enronXgate on 03/22/2001 10:49 AM
To: Geoff Storey/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT
cc:
Subject: FW: Rick Buy Report Tomorrow--Your comments needed
I received this email and they are inquiring as to the new gas 24/7
electronic trading. Has this taken off? Who is managing it and are there
any positions associated with it?
Thanks,
Frank
-----Original Message-----
From: Tongo, Esther
Sent: Tuesday, March 20, 2001 3:29 PM
To: Hayden, Frank;
Cc:
Subject: Rick Buy Report Tomorrow--Your comments needed
The weekly Rick Buy update this week is on Thursday morning, so we will
report trading results as of and for the 5 days ended Tuesday, March 20th.
Please prepare comments on your area's positions and P/L - one to two
sentences - and e-mail them to me, with a copy to Cassandra Schultz, Veronica
Valdez and Matthew Adams, no later than noon, Houston time, Wednesday, March
21st (Tomorrow).
Those of you who have sub-limits not reflected on the consolidated DPR
(George in Global Products), and also the new gas 24/7 trader, please provide
trading results on those as well, including the 5-day and YTD P/L and current
NOP and VaR on George (Products EOL trading) - and also on _____ whatever
we're calling the EOL NA Gas auto trader.
Thank you,
Esther
x52456
| 3,557 |
||
arnold-j/_sent_mail/57.
|
,
hey podner:
where are you buying me dinner tonight?
| 3,559 |
||
arnold-j/_sent_mail/570.
|
Re: today ,
maybe a drink after work...
Caroline Abramo@ENRON
03/23/2001 07:29 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: today
can i grab you for a few minutes after the close to update you on fund stuff.
also, if you do not have plans tonight.. jen fraser and i were thinking of
having a little bbq (i am staying with her).. your presence is requested!!
if not, we are up for a few drinks after work,...
| 3,560 |
||
arnold-j/_sent_mail/572.
|
Re: Cancellation of EOL Deal #1025253 ,
confirm
[email protected] on 03/21/2001 03:02:06 PM
To: [email protected]
cc: [email protected],
[email protected],
[email protected]
Subject: Cancellation of EOL Deal #1025253
John,
Further to our telephone conversation today, this is to confirm in writing
that
you agreed to kill EOL Deal #1025253 @ 2:03 PM. This trade was not confirmed
to
me by EOL, neither reported into "Today's transaction" section. (Therefore I
entered into a duplicate trade on EOL @ 2:06 PM which we agree on)
Thank you for you cooperation, and best regards,
Herve P.E. Duteil
______________________________________________________________________________
_______________________________________________________
Ce message et toutes les pieces jointes (ci-apres le "message") sont etablis
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diffusion ou toute publication, totale ou partielle, est interdite, sauf
autorisation expresse.
L'internet ne permettant pas d'assurer l'integrite de ce message, BNP PARIBAS
(et ses filiales) decline(nt) toute responsabilite au titre de ce message,
dans l'hypothese ou il aurait ete modifie.
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This message and any attachments (the "message") are intended solely for the
addressees and are confidential. If you receive this message in error, please
delete it and immediately notify the sender.
Any use not in accord with its purpose, any dissemination or disclosure,
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The internet can not guarantee the integrity of this message. BNP PARIBAS
(and its subsidiaries) shall (will) not therefore be liable for the message
if modified.
______________________________________________________________________________
_______________________________________________________
| 3,562 |
||
arnold-j/_sent_mail/573.
|
Re: Guggenheim Museum ,
Hey:
Recounted...Can I get 50-60 invites and would need formal invites for
Friday??????
From: Margaret Allen@ENRON on 03/19/2001 05:23 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Re: Guggenheim Museum
There will be a corporate lounge for you to congregate in. Does that sound
good? No problem on the thrity tickets. I will hold them for you. Let me
know if you don't think yo uwill be needing all of them. I can also get you
the formal invitations to send out if you would like.
John Arnold@ECT
03/19/2001 11:22 AM
To: Margaret Allen/Corp/Enron@ENRON
cc:
Subject: Re: Guggenheim Museum
On Friday, will there be a private reception or area for us or will our
customers get lost in the crowd?
Probably thinking 30 invites for Friday. Is that ok?
From: Margaret Allen@ENRON on 03/16/2001 10:23 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Guggenheim Museum
Hey Buster,
Hope you had a great time in Cabo! I'm so jealous. I need a vacation
desperately!
I'm trying to get a commitment on numbers from the different groups for the
Guggenheim events. Will you look over this document and tell me which ones
you would like to attend and how many people you would like to bring to each?
Of course, I need it ASAP -- what's new, right?!!
Thanks honey! Margaret
| 3,563 |
||
arnold-j/_sent_mail/574.
|
Re: ,
yes but getting haircut until 700. is it too dark then?
"Jennifer White" <[email protected]> on 03/21/2001 03:29:37 PM
To: [email protected]
cc:
Subject:
Do you have any interest in going roller blading with me after work?
___________________________________________________________________
To get your own FREE ZDNet Onebox - FREE voicemail, email, and fax,
all in one place - sign up today at http://www.zdnetonebox.com
| 3,564 |
||
arnold-j/_sent_mail/576.
|
RE: fundamentals thought dimensions ,
sure
From: Jennifer Fraser/ENRON@enronXgate on 03/21/2001 10:52 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: RE: fundamentals thought dimensions
today sucks--friday after the close?
Jen Fraser
Enron Global Markets Fundamentals
713-853-4759
-----Original Message-----
From: Arnold, John
Sent: Wednesday, March 21, 2001 10:33 AM
To: Fraser, Jennifer
Subject: Re: fundamentals thought dimensions
how bout today at 400
From: Jennifer Fraser/ENRON@enronXgate on 03/21/2001 09:55 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: fundamentals thought dimensions
when can i come by and have a detailed discussion with you re fundamentals--i
am very interested in your opinions and i dont get here them in the TR meeting
Jen Fraser
Enron Global Markets Fundamentals
713-853-4759
-----Original Message-----
From: Arnold, John
Sent: Tuesday, March 20, 2001 8:36 PM
To: Fraser, Jennifer
Subject: Re: FW: LNG Weekly Update
Looks good. certainly an area we need more focus on. Obviously the most
important aspect of lng is how much gas is coming in, what is that relative
to last year, and what new capacity is coming longer term.
As an aside, nat gas trades as a funciton of the storage spread to last year
and five year averages. It would be very useful if all fundamental analysis
were geared the same way. The fact that lng shipments are x this week is
meaningless. the fact that they are y delta of last year is extremely
useful. if you noticed in the fundies meeting, i was trying to move
discussion that way. what's switching vis a vis last year. whats
production relative to last year. it simplifies the fundamental analysis.
From: Jennifer Fraser/ENRON@enronXgate on 03/12/2001 05:46 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: FW: LNG Weekly Update
An initial effort--please comment
<< File: LNG20010312.pdf >>
| 3,566 |
||
arnold-j/_sent_mail/577.
|
Re: fundamentals thought dimensions ,
how bout today at 400
From: Jennifer Fraser/ENRON@enronXgate on 03/21/2001 09:55 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: fundamentals thought dimensions
when can i come by and have a detailed discussion with you re fundamentals--i
am very interested in your opinions and i dont get here them in the TR meeting
Jen Fraser
Enron Global Markets Fundamentals
713-853-4759
-----Original Message-----
From: Arnold, John
Sent: Tuesday, March 20, 2001 8:36 PM
To: Fraser, Jennifer
Subject: Re: FW: LNG Weekly Update
Looks good. certainly an area we need more focus on. Obviously the most
important aspect of lng is how much gas is coming in, what is that relative
to last year, and what new capacity is coming longer term.
As an aside, nat gas trades as a funciton of the storage spread to last year
and five year averages. It would be very useful if all fundamental analysis
were geared the same way. The fact that lng shipments are x this week is
meaningless. the fact that they are y delta of last year is extremely
useful. if you noticed in the fundies meeting, i was trying to move
discussion that way. what's switching vis a vis last year. whats
production relative to last year. it simplifies the fundamental analysis.
From: Jennifer Fraser/ENRON@enronXgate on 03/12/2001 05:46 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: FW: LNG Weekly Update
An initial effort--please comment
<< File: LNG20010312.pdf >>
| 3,567 |
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arnold-j/_sent_mail/58.
|
,
Stinson:
Can we do the meeting today at 4:00?
| 3,570 |
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arnold-j/_sent_mail/580.
|
Re: Your Invitation to Enron's Executive Forum - 1st Quarter 2001 ,
Debbie:
If you have availability for either session, please sign me up. I was unsu=
re=20
I would be able to attend until now, hence the late notice.
Thanks,
John
=20
=09Enron North America Corp.
=09
=09From: Debbie Nowak @ ENRON 03/07/2001 02:35 P=
M
=09
To: Paul Adair/Corp/Enron@Enron, Jeffery Ader/HOU/ECT@ECT, James A=20
Ajello/HOU/ECT@ECT, Jaime Alatorre/NA/Enron@Enron, Joao Carlos=20
Albuquerque/SA/Enron@Enron, Phillip K Allen/HOU/ECT@ECT, Ramon=20
Alvarez/Ventane/Enron@Enron, John Arnold/HOU/ECT@ECT, Alan=20
Aronowitz/HOU/ECT@ECT, Jarek Astramowicz/WAR/ECT@ECT, Mike=20
Atkins/HOU/EES@EES, Philip Bacon/NYC/MGUSA@MGUSA, Dan Badger/LON/ECT@ECT,=
=20
Wilson Barbee/HR/Corp/Enron@ENRON, David L Barth/TRANSREDES@TRANSREDES,=20
Edward D Baughman/HOU/ECT@ECT, Kenneth Bean/HOU/EES@EES, Kevin=20
Beasley/Corp/Enron@ENRON, Melissa Becker/Corp/Enron@ENRON, Tim=20
Belden/HOU/ECT@ECT, Ron Bertasi/LON/ECT@ECT, Michael J Beyer/HOU/ECT@ECT,=
=20
Jeremy Blachman/HOU/EES@EES, Donald M- ECT Origination Black/HOU/ECT@ECT,=
=20
Roderick Blackham/SA/Enron@Enron, Greg Blair/Corp/Enron@Enron, Ernesto=20
Blanco/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Brad Blesie/Corp/Enron@ENRON,=
=20
Riccardo Bortolotti/LON/ECT@ECT, David J Botchlett/HOU/ECT@ECT, Hap=20
Boyd/EWC/Enron@Enron, Dan Boyle/Corp/Enron@Enron, William S Bradford/HOU/EC=
T,=20
Michael Brown/NA/Enron@Enron, William E Brown/ET&S/Enron, Harold G=20
Buchanan/HOU/EES@EES, Don Bunnell/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Bob=
=20
Butts/GPGFIN/Enron@ENRON, Christopher F Calger/PDX/ECT@ECT, Eduardo=20
Camara/SA/Enron@Enron, Nigel Carling/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT,=
=20
Cary M Carrabine/Corp/Enron@Enron, Rick L Carson/HOU/ECT, Rebecca=20
Carter/Corp/Enron@ENRON, Lou Casari/Enron Communications@Enron=20
Communications, Chee Ken Chew/SIN/ECT@ECT, Craig Childers/HOU/EES@EES, Paul=
=20
Chivers/LON/ECT@ECT, Larry Ciscon/Enron Communications@Enron Communications=
,=20
Edward Coats/Corp/Enron, Remi Collonges/SA/Enron@Enron, Bob Crane/HOU/ECT,=
=20
Deborah Culver/HOU/EES@EES, Les Cunningham/HOU/EES@EES, Greg=20
Curran/CA/Enron@Enron, Wanda Curry/HOU/EES@EES, Mike=20
Dahlke/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Hardie Davis/Corp/Enron, Anthon=
y=20
Dayao/AP/Enron@Enron, Michel Decnop/LON/ECT@ECT, Joseph Deffner/HOU/ECT,=20
David W Delainey/HOU/EES@EES, Tim DeSpain/HOU/ECT@ECT, Timothy J=20
Detmering/HOU/ECT@ECT, Janet R Dietrich/HOU/EES@EES, Richard DiMichele/Enro=
n=20
Communications@Enron Communications, Andy Dingsdale/EU/Enron@ENRON, Mark=20
Dobler/HOU/EES@EES
cc: =20
Subject: Your Invitation to Enron's Executive Forum - 1st Quarter 2001
The Office of the Chairman would like to invite you to participate at an=20
Enron Executive Forum. This invitation is extended to
anyone who attended an Executive Impact and Influence Program within the pa=
st=20
two years. These informal, interactive forums
will be 90 minutes in length and held several times per year.
Most of the participants in the Executive Impact and Influence program have=
=20
indicated a strong desire to express opinions, share
ideas, and ask questions to the Office of the Chairman. Although not=20
mandatory to attend, the forums are designed to address those issues. They=
=20
also afford the Office of the Chairman opportunities to speak directly to i=
ts=20
executive team, describe plans and initiatives, do =01&reality checks=018, =
create a=20
=01&rallying point=018 and ensure Enron=01,s executive management is on the=
=01&same=20
page=018 about where Enron is going---and why.
To accommodate anticipated demand, we currently have two sessions:
Choice: (Please rank in order of preference 1 or 2 for a session below. Yo=
u=20
will attend only one session.)
______ Thursday, March 29, 2001 from 2:30 p.m. to 4:00 p.m. in EB50M
______ Friday, March 30, 2001 from 2:30 p.m. to 4:00 p.m. in EB50M
The Office of the Chairman will host the forum. Here=01,s how it will work:
? Each session will have approximately 20 participants.
? The format will be honest, open, interactive dialogue.
? This will be your forum. Don=01,t expect to simply sit and listen to=20
presentations.=20
? This will not be the place for anonymity. You can safely ask your own=20
questions and express your own opinions.
? You can submit questions/issues in advance or raise them during the forum=
.
? Some examples of topics you might want to discuss include, but are not=20
limited to: the direction of Enron, business goals/results, M&A activitie=
s,=20
projects/initiatives, culture, leadership, management practices, diversity,=
=20
values, etc.
Because the forum will work only if everyone actively participates, we=20
encourage you to accept this invitation only if you=20
intend to have something to say and if you are willing to allow others to d=
o=20
the same. For planning purposes, it is essential that=20
you RSVP no later than Friday, March 16, 2001 by return e-mail to Debbie=20
Nowak, or via fax 713.646.8586. =20
Once we have ensured an even distribution of participants throughout these=
=20
sessions, we will confirm with you, in writing,
as to what session you will attend. We will try to honor requests for firs=
t=20
choices as much as possible. =20
Should you have any questions or concerns, please notify Gerry Gibson by=20
e-mail ([email protected]). Gerry can also be reached at 713.345.6806=
.
Thank you.
| 3,571 |
||
arnold-j/_sent_mail/582.
|
Re: FW: LNG Weekly Update ,
Looks good. certainly an area we need more focus on. Obviously the most
important aspect of lng is how much gas is coming in, what is that relative
to last year, and what new capacity is coming longer term.
As an aside, nat gas trades as a funciton of the storage spread to last year
and five year averages. It would be very useful if all fundamental analysis
were geared the same way. The fact that lng shipments are x this week is
meaningless. the fact that they are y delta of last year is extremely
useful. if you noticed in the fundies meeting, i was trying to move
discussion that way. what's switching vis a vis last year. whats
production relative to last year. it simplifies the fundamental analysis.
From: Jennifer Fraser/ENRON@enronXgate on 03/12/2001 05:46 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: FW: LNG Weekly Update
An initial effort--please comment
| 3,573 |
||
arnold-j/_sent_mail/583.
|
Re: Trip to Houston ,
Andy:
Good to hear. There continue to be a proliferation of new systems coming
online in the US; two more start in the next two months. We are pretty close
to finalizing a plan to open our system to everyone in terms of accepting
limit orders and posting best bid/offer regardless of whose it is. In this
framework, Enron would sleeve credit for free should two third parties be
matched on our system. However, we would hold the book, getting to see what
everyone was doing at all times. The idea is that if we can move the
industry's order flow from 30-40% EOL to 60% EOL, we get a huge information
advantage in addition to a couple trading advantages, namely we have first
priority on all numbers even if we are joining a limit bid posted by a
counterparty before us and second, we posess a proprietary stack manager that
will allow us to transact on attractive limit orders faster than our
competitors. Still working on technical issues. The decision to open EOL
markets would be done on a product by product basis. Give me a call if you
want to discuss.
Andrew Fairley
03/13/2001 11:14 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Re: Trip to Houston
John
Redmond & I have now had a few weeks to implement some of your advice with
regard to EOL for UK gas.
We have managed to double our average daily volumes, and are capturing a
considerably greater share of the market. (We estimate 50% now).
Spectron are getting about 20-30% of the number of trades we do. There are
still some counterparties who insist on paying through our numbers and paying
brokerage so they do not show us what we are doing! As far as we are
concerned we only use SpectronLive on UK gas when we are executing the
strategy you mentioned below.
Once again, thanks for your help
All the best,
Andy
John Arnold
21/02/2001 04:26
To: Andrew Fairley/LON/ECT@ECT
cc:
Subject: Re: Trip to Houston
Andy:
Enjoyed meeting with you.
One more thing I did not address. My ultimate goal is to move all volume to
EOL. However, in addition to the NYMEX, we have about 6 other viable
electronic trading systems. We make it a point to never support these if
possible. We will only trade if the other system's offer is at or greater
than our bid. For instance, if we are 6/8 but have a strong inclination to
buy and another system is at 7, I will simultaneously lift their 7's and move
my market to 7/9. The lesson the counterparty gets is he will only get the
trade if I'm bidding 7 and he will only get executed when it is a bad trade
to him. People have learned fairly quickly not to leave numbers on the other
systems because they will just get picked off. If they don't post numbers on
the other systems, the systems get no liquidity and die.
I mention this because I have heard that Enron is a fairly large trader on
Spectron's system. I don't know whether it is in regards to gas, power, or
metals. Just something to think about and maybe talk about with the other
traders.
John
Andrew Fairley
02/20/2001 11:15 AM
To: Phillip K Allen/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT, Scott
Neal/HOU/ECT@ECT, Thomas A Martin/HOU/ECT@ECT, Barry Tycholiz/NA/Enron@ENRON,
Keith Holst/HOU/ECT@ect
cc: David Gallagher/LON/ECT@ECT
Subject: Trip to Houston
Thank you so much for your time last week.
David and I found the time especially valuable. We have spotted several
issues helpful for our own market.
This should certainly help in the growth of our markets here in Europe. We
trust it won't be too long before we see similarly impressive results from
our side of the pond.
Best regards
Andy
| 3,574 |
||
arnold-j/_sent_mail/586.
|
Re: ,
wanna bring me back to work?
Matthew Arnold
03/19/2001 03:25 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Re:
halleleujah. want to bring it by later?
John Arnold
03/19/2001 03:23 PM
To: Matthew Arnold/HOU/ECT@ECT
cc:
Subject:
you'll be happy to know i get my car back today
| 3,577 |
||
arnold-j/_sent_mail/587.
|
Re: Receipt of Hedge Fund Information ,
just got it today. thanks
"Gapinski, Michael" <[email protected]> on 03/15/2001 03:54:42
PM
To: "Arnold John (E-mail)" <[email protected]>
cc:
Subject: Receipt of Hedge Fund Information
John -
I had our Alternative Investments Group ship the offering materials for 4
different hedge funds to your office, and I wanted to confirm that you
received them. Please let me know.
Thanks,
> Michael Gapinski
> Account Vice President
> Emery Financial Group
> PaineWebber, Inc.
> 713-654-0365
> 800-553-3119 x365
> Fax: 713-654-1281
> Cell: 281-435-0295
>
Notice Regarding Entry of Orders and Instructions: Please
do not transmit orders and/or instructions regarding your
PaineWebber account(s) by e-mail. Orders and/or instructions
transmitted by e-mail will not be accepted by PaineWebber and
PaineWebber will not be responsible for carrying out such orders
and/or instructions. Notice Regarding Privacy and Confidentiality:
PaineWebber reserves the right to monitor and review the content of
all e-mail communications sent and/or received by its employees.
| 3,578 |
||
arnold-j/_sent_mail/588.
|
,
you'll be happy to know i get my car back today
| 3,579 |
||
arnold-j/_sent_mail/589.
|
,
dinner this week? i'm free mon-wed
| 3,580 |
||
arnold-j/_sent_mail/59.
|
Re: video shoot ,
that's fine
Heather Alon
11/01/2000 12:59 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: video shoot
Hi John,
John Lavorato needs to leave earlier tonight so we will need to start
shooting a little earlier today, around 5:00. Will this work for you?
Thanks,
Heather
3-1825
| 3,581 |
||
arnold-j/_sent_mail/590.
|
Re: Guggenheim Museum ,
On Friday, will there be a private reception or area for us or will our
customers get lost in the crowd?
Probably thinking 30 invites for Friday. Is that ok?
From: Margaret Allen@ENRON on 03/16/2001 10:23 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Guggenheim Museum
Hey Buster,
Hope you had a great time in Cabo! I'm so jealous. I need a vacation
desperately!
I'm trying to get a commitment on numbers from the different groups for the
Guggenheim events. Will you look over this document and tell me which ones
you would like to attend and how many people you would like to bring to each?
Of course, I need it ASAP -- what's new, right?!!
Thanks honey! Margaret
| 3,582 |
||
arnold-j/_sent_mail/591.
|
Re: Attached Invitation from IDRC Houston Chapter ,
remove me from your email list
Shirley Sklar <[email protected]> on 03/15/2001 01:13:13 PM
To: [email protected]
cc: Ed Jarboe <[email protected]>, Shirley Sklar <[email protected]>
Subject: Attached Invitation from IDRC Houston Chapter
Attached is an invitation from the IDRC Houston Chapter.
The following section of this message contains a file attachment
prepared for transmission using the Internet MIME message format.
If you are using Pegasus Mail, or any another MIME-compliant system,
you should be able to save it or view it from within your mailer.
If you cannot, please ask your system administrator for assistance.
---- File information -----------
File: HOUSTON41001.doc
Date: 15 Mar 2001, 13:59
Size: 71680 bytes.
Type: Unknown
- HOUSTON41001.doc
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arnold-j/_sent_mail/592.
|
Re: hub cash? ,
cash goes out trading +1 to +3 j/k a piece
[email protected] on 03/15/2001 08:31:31 AM
To: [email protected]
cc:
Subject: Re: hub cash?
hey i cant get eol on my hotel int connection. cud u tell me what delta for
hub
cash was yest am and this am??? thanks
ps also saw u in fortune magazine-back of your head. your famous dude.
[email protected] on 03/15/2001 09:27:09 AM
To: Steve LaFontaine/GlobalCo@GlobalCo
cc:
Fax to:
Subject: Re: utilites?
so argument more switching than outright lost demand? where are petro
prices on a comparable equivalence?
[email protected] on 03/15/2001 08:17:02 AM
To: [email protected]
cc:
Subject: Re: utilites?
enjoy cabo-im not really surpised at lack of dmand recovery-will be slow to
recover esp with failing econ growth. the one thing concerns me about bear
side
is implied demand for us petro products is huge. doesnt seem to suggest an
econmic impact on that side. having said that absulte px for petro much
much
lower relative to natgas
| 3,584 |
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