...Maybe if you believed that cold weather was a structural change in the Nat Gas market.

natural gasNat Gas -10% today and clearly showing why it is one of the great "widow makers".

We have been clear with investors to stay away from UNG (quote) for nat gas exposure, but other players like Southwestern Energy (SWN, quote),  Ultra Petroleum (UPL, quote) and Noble Energy (NBL, quote) have been conduits for investors to play in the space and might be vulnerable.

Solar is taking a bath today as well despite fundamentals that are intact and a residential market that is growing as folks like SolarCity  (SCTY, quote) are reducing costs to make solar affordable. 

SolarCity trading very well today despite delayed earnings.sg2014022542568

 

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