The Rising Influence of Rising Affluence

[CT]

No matter what GS thinks, I believe that NG is low enough to begin to scale in over the next few months. The difficult part for the average investor is finding an appropriate vehicle. NG equities have dramatically outperformed NG itself over the last few months, and many people don't have a futures trading account. Then there's UNG which I won't touch with a 10ft pole. That premium is unsustainable and will disappear for one of two reasons.

The ideal NG investment right now would be an ETF akin to GLD, where NG is put in storage. I'm going to look at some companies specifically in the NG arena (little to no oil expl) and find the ones with the lowest mkt cap to proven worldwide reserves ratio. That's about the best I can do right now.