When playing the markets today if you are not confused, you are not paying attention. We have two big storms in the the Caribbean and yet oil is down $2. All the nat gas and oil stocks are down respectively. The way to play here is to buy the dips. The bearish supply report for nat gas does indicate a need to tread with caution and use stops for any momentum trade. Good gas plays here are CHK, DVP,UPL,PNY. Or the risky speculative plays CLNE, FSYS.

The economy is looking up in general with a 3+gdp. Where are all the recession dudes and the technicians who claim another 25% decline in equities like we saw in 2001-2003 era?I have not heard "recession" on CNBC but one time today and that was to say there is not one.

ATI is gaining on $50 and forming what looks like a base. Cramer still does not like it because he caught a double on this one in it's initial run. He wont go back even if it's good. With all the missle defense stuff going on in Poland the prospects of defence spending still look good. This could change if we get a democrat though.