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With all the excitement surrounding the energy and agricultural markets, there is one commodity that seems to get ignored. It is not exciting like geothermal energy or drought resistant corn seeds, but it is something the world needs and that is water. Water covers more surface of the planet than land does and we still have difficulty meeting the world's needs. This is important, as most of that water is salt water and requires desalination to make it usable for drinking. Water infrastructure plays are hard to find and should be well positioned as the Europe and the United States need t

Monday
Economic: Construction (-0.6%), ISM (48.0)
Earnings: Intrepid Potash (IPI), ABM (ABM), Luluemon (LULU), NCI Bldg (NCS)

Tuesday
Economic: Auto/Truck, Factory Orders (0.1%)
Earnings: Layne Christensen (LAYN), Toll Bros (TOL), Bob Evans (BOBE), Guess (GES), Hovnanian (HOV), SAIC (SAI)

Wednesday
Economic: Weekly Crude, ADP (-30K), Productivity (2.5%), ISM Services (51.0)
Earnings: Conns (CONN), Vimpel (VIP), Volt Sciences (VOL), Williams Sonoma (WSM), ADC Telecom (ADCT), Comtech (CMTL), FuelCell (FCEL), Martek (MATK)

Thursday
Economic: Weekly Claims (370K)
Earnings: Ciena (CIEN), Del Monte (DLM), U