 Dear Reader, Over the past 25 years, I've made it my mission to speak up when something feels off in the markets. A month before the dot-com bubble burst, I published a warning essentially saying: "This can't last." In 2008, I rang the alarm on housing calling the fall of Bear Stearns and Lehman Brothers. I've exposed shady CEOs, market frauds, and financial bubbles before most investors saw the cracks. Eventually, CNBC gave me a nickname I didn't ask for: "The Prophet." But what I see happening right now... it's much bigger. Some are even calling it, "The bubble to burst them all." And that's why I've stepped forward in a way I never have before... to show you exactly what's coming... and how to stay on the right side of it. Because if I'm right again – and I've put together all my proof for you – this may be your final chance to prepare. Click here to see the full details while there's still time. Regards, Whitney Tilson Editor, Stansberry's Investment Advisory
More Reading from MarketBeat The Cold Snap Lit a Fire Under Natural Gas—3 Trades to WatchSubmitted by Chris Markoch. First Published: 1/27/2026. 
Article Highlights- Natural gas stocks are gaining momentum as winter storms, data center demand, and tight U.S. supply push prices higher.
- UNG and BOIL offer tactical ways for traders to capitalize on short-term natural gas volatility during extreme weather.
- Generac provides indirect exposure to cold-weather demand as power outages increase interest in backup generation.
Late January brought snow, ice, and single-digit to sub-zero temperatures across much of the United States. Ahead of that cold snap, several energy stocks — particularly those tied to natural gas — rallied. Here's the part that may interest traders: U.S. natural gas production sits near decade lows while demand — even before the recent storms — continues to rise. A growing number of investors are paying attention to developments around private space companies and potential future public listings.
In a recent briefing, one research publisher outlines how some investors are seeking early exposure to the space economy through publicly traded assets — without waiting for a formal IPO. The presentation walks through the structure, risks, and mechanics behind this approach for those who want to understand how it works. Read the full sponsor briefing here One driver is data centers. While some see nuclear as a future solution, natural gas remains the "right now" answer to growing power needs. That's why some traders are turning to two ETFs as tactical plays. That's not the only way to heat a portfolio during frigid weather. Winter storms can trigger power outages, boosting interest in a company that typically shines during hurricane season. Each of these ideas may offer further upside. Investors looking to trade the cold snap may want to consider these three options. UNG Offers Direct Exposure to Short-Term Natural Gas MovesThe United States Natural Gas Fund (NYSEARCA: UNG) gives traders direct exposure to near-term natural gas spot-price moves via short-dated futures contracts. With U.S. production near decade lows and demand rising from power generation and data centers, UNG is a vehicle for nimble traders to express a short-term bullish view during extreme winter weather. The UNG ETF is up nearly 20% in 2026. Many investors expect additional upside given the supply-demand imbalance, and cold weather can tighten supply further. However, UNG remains well below its 2022–2023 highs that followed Russia's invasion of Ukraine; the fund plunged afterward and was a difficult trade for much of the following three years. It is down more than 61% over the last five years. BOIL Offers 2x Leveraged Exposure to Natural Gas FuturesThe ProShares Ultra Bloomberg Natural Gas ETF (NYSEARCA: BOIL) takes volatility a step further, offering 2x leveraged exposure to daily natural gas futures returns. That leverage makes BOIL especially attractive during rapid price surges tied to cold weather, infrastructure constraints, or sudden demand spikes. BOIL can amplify gains during short, sharp rallies: the BOIL ETF is up nearly 38% year-to-date — roughly double UNG's gain. But leverage also magnifies losses. BOIL is down roughly 99% over five years, far worse than UNG's decline. That makes timing critical. BOIL is best suited for experienced traders who can actively manage positions and capitalize on short-lived momentum rather than investors seeking a long-term natural gas exposure. Generac: A Power Outage Play That Isn't Just for Hurricane SeasonGenerac Holdings Inc. (NYSE: GNRC) isn't a natural gas producer, but winter storms can make it a compelling cold-weather trade. Extreme weather increases the risk of power outages, driving demand for backup generators from both residential and commercial customers. Many of Generac's generators run on natural gas, tying the company to rising interest in gas-fired backup power as grid reliability is questioned. While Generac is often associated with hurricane season, severe winter storms can produce similar demand surges. If outages persist or grid stress worsens, Generac could see renewed investor interest. GNRC stock is up more than 22% in 2026 but remains roughly 16.7% below the consensus price target, which has been rising. The stock trades at about 31x current earnings, with a more digestible forward P/E near 20x. Why These Trades Require Careful TimingBoth BOIL and UNG track natural gas futures, one of the market's most volatile commodities. Leverage, daily resets, and futures-roll costs can quickly erode returns if prices stagnate or reverse. Weather-driven rallies can fade rapidly if forecasts change or supply rebounds. Generac faces different risks, including softer demand if outages are limited or weather normalizes. Investors should view these trades as short-term opportunities and not as long-term core holdings.
This ad is sent on behalf of Stansberry Research, 1125 N Charles St, Baltimore, MD 21201. If you would like to optout from receiving offers from Stansberry Research please click here. |
Tidak ada komentar:
Posting Komentar