ive been doing reading/analysis and ive come to the conclusion to sell as much as i have - those w/ profits to lock in; those w/ loss to minimize.

something is making me get this feeling the recession is not over. for a while ive been in cave man mode trying to ride it out. i think the ground hog has seen its shadow and the party we observe today wont last.

ive been wanting to get "quality" name stocks like GE, MO, etc... i think i will have a great chance in the next two or three years. as for PMs. i am not sure. the juniors we hold will probably follow stocks in general - esp those that need financing. those more tied to the action of physicals it all depends on POG and POS. we will probably be be in another round of whiplash but for those with true conviction and holds on - things will be ok*

* ok means if you dont need to sell.