At the end of the day, it all comes back to commodities as they impact every stock investors trade around. The political tension in Ukraine and frigid weather in the U.S. has had a direct impact to the wheat and natural gas complexes, and that in turn can put pressure on groups of stock that have exposure to it. Alan Knuckman of Trading Advantage joins Jill Malandrino from the floor of the CME Group to review levels of wheat and the natural gas ETF, UNG.

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