re natural gas the limited research I did found several chaps talking about being long LNG as a natural gas export play. This is on a very long swing time frame as the demand has to be there and its a very expensive proposition. http://blogs.reuters.com/great-debate/2013/08/18/the-case-against-natural-gas-exports/ thoughts?
GBP/AUD....continues to be THE best trade to short the market and commodities in general. As you were...
LNG is a great stock and the demand is there. The issue is more of a regulatory concern. There is no doubt that LNG will play a big part of our future energy mix. Just keep in mind, once we get there, the trade in LNG will be over. Remember.... <iframe width="560" height="315" src="//www.youtube.com/embed/O5EsNV-gyr8" frameborder="0" allowfullscreen></iframe>
Interesting chart. http://www.ritholtz.com/blog/2013/1...ampaign=Feed:+TheBigPicture+(The+Big+Picture)