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(stock #'s in %)

Market down 258/79/32. S&P August bottom did not hold. Volume went crazy. Oil down under $77. Obama submitted 3 trade agreements.

NPWZ up 112. Mentioned them this morn. HEV up 35 more. UBRG up 1.

HSOL down 22. So much for Chinese solar. KIOR down 19. URRE down 18. LTBR, FTEK down 17. A lot of new lows. APWR down 16. AMSC down 16. AMSC, remember, announced $100M in new contracts. CBAK down 16. Well, that's China. JASO down 15. It's just madness now. The market's mad. QTWW, ALTI down 14. PANL, ECTY, CSIQ, CSUN down 13. WEST, ECOS, BCON, AONE down 12. SPWRA, EMKR, BWEN down 11. NGLPF, ACPW, COMV, RSOL down 10. CREE, CLNE, ZOLT down 9. FSLR, ENOC, PWER down 8. ASYS down 6. GTAT down 5.

So the holding pattern broke to the downside. My guess is we go to 10k Dow. Or there will be a big comeback tomorrow.

Whom to buy? I guess NPWZ. Seriously, earnings will start coming out soon and then stocks will pop up. Like FSLR? JASO? CREE? GTAT? Just to name a few. Otherwise, this is setting up some cheap prices to get into the good stocks. Gotta love irrational sell-offs.

Happy trails, pards.