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The curious case of Commodities, energy, and utilities.

|Includes: Teck Resources Limited (TECK), YGE

Just what exactly is going on? I guess it's that time of the month again. I suppose I will have to write a more in detail analysis, but right now the market is waivering about where it's at, and copper in the near term may not be a very profitable trade (Admittedly, I did make money in some TCK shorts, most of which are now covered, however). I am focusing my attention on solar right now. The market has already discounted the recent petro flare as a fluke and discounted solar accordingly, making solar extremely attractive as both a short term play and a long term play, should energy prices hold up. I like YGE in the solar sector, especially after today's big drop.

Disclosure: I own TCK short and YGE long.