i wouldnt worry about trying to figure out a one day move and guessing at the
reason why no one knows. i will say there was some good new today on them
though

this from the guy I told he was complacent back in mid-May and he said he was. [
talking about Mike, not goosemaster ]

naw....in case you haven't noticed....new competition is popping up everywhere.

the world economy is slowing, no one knows what the "fundamental
analysis" is. These stocks, energy names, ag, other commodities - were not
trading on fundamentals; they became momentum stocks. The market is trying to
figure out how to price these things; they are broken technically and
fundamentals is a historic view. People do keep hoping the momentum will return,
and it may. Trade what's in front of you.

The commodity names have all bottomed are are in the middle of a recovery. I
would stay long if you have exposure and would add on weakness. Any of these
names where the fundamentals remain sound and earnings are still growing will
take part in this rally. The market is transitioning back into the long energy
and materials and short financials trade once again. I would be long that whole
basket that topped on July 15 and short the brutality that exists in the
financial sector.