Hal,
I went long NG on the 19th. I didn't think that anybody else on the board was interested in natty (except perhaps Ronbo). The other trading blog I follow had everybody fading this market. Seasonal trades kicking in - but the price action was telling a different story. I follow the charts and will stay long until they tell me otherwise.
All kinds of cross currents in this market - the #'s on Thursday weren't really that bullish - but momo is accelerating.
Do you trade the futures or the ETF???
Best,
S