The market is giving no clue as to which way it is headed, so stick to fundamentals.
Data has been decent, but is showing signs of softness as the demand collapse in the rest of the world feeds into U.S. data.
Big-picture concerns are intensifying selling pressure, which favors bargain hunters in search of individual stocks.
Here's the play as China's yuan approaches trading at seven yuan to the U.S. dollar.
The Chinese central bank is moving to boost asset prices and offset trade war and slowdown fears.
Rather than a squeeze on aluminum, this is about how warehousing companies are managing inventory based on spreads, physical premiums and carry.
All commodities will get a boost should the U.S. dollar sag, but it's those commodities with the tightest inventories that will rise the most.
Not everything is priced into these shares.
Natural gas related companies offer much better plays for alternatvie-fuel minded investors.
As the market plays wait and see, the Chinese infrastructure boost is kicking in, making copper a good bet.