Anything FUM

Anything natural gas related has been experiencing that “rip your face off” rally. I’ve been adding all sorts of names since near the bottom, but nothing as sizable as I imagined a few months ago. Was hoping to add a zero to my net worth on the back of natural gas producers. Too late now? Happy with what i did with client accounts, limited by risk tolerance and investment policy statements, but I had visions of going full mounty on my personal account.

CEQP

Why is no one talking about this rally? It is absolutely insane. Hardly a pause. Has made up for any of my dogs and then some. Best first four months of the year in a long time. I keep adding. Picked up some VNR debt Monday. The run in the better quality equity is making me pause my accumulation, but I probably should keep at it. Going ugly now.