Mostly: Classical

[ItsAllCyclical]

(Edit) Reasonable assumption. Keep in mind the Gold/Oil ratio is just starting to recover and a ratio of 15/1 to is more par for the course. We're still around 10. Also you're a better ST trader than myself so you can get in/out easier. I do a mix of ST/IT/LT, but right now I want some LT exposure due to gains built up and I'm looking out just 1.5 to 2 years and still see 150-300% upside in my specific plays w/600-650 POG (NG and GSS mostly w/some GRZ and DROOY, NG by far the biggest). Right now I think $1000 gold will be easy so I obviously see even more upside by 2010 and beyond. Seems like a long time, but not really considering the returns possible. I find it too hard to be out completely as it becomes hard to get back in emotionally.

I disagree on gold being page 1. With 700 gold to a degree, but Heinz has made a number of good posts regarding sentiment w/respect to open interest on puts and calls as well as Rydex flows. I think I'm more in his camp. If you haven't read it I can try to dig it up and post here if you like.