The well-known commodity newsletter writer Dennis Gartman also recommended a long natural gas, short oil position (implied by Bespoke). There's only one problem: UNG and USO are both hard-to-borrow and there are not any decent alternatives that I can find (let me know if you have them). So unless you're trading commodity futures, the article doesn't help make me any money.
Ratio of Oil to Natural Gas Falls [View article]