Mostly: Classical

[ItsAllCyclical]

As always the shares bottom first. Can't argue w/this action. Of course I'm going to keep some firepower for tomorrow morn. The Fed is all talk here w/respect to fighting inflation, but I'm gonna respect the CPI tomorrow and not try to get pigish. The 'D' word will become far more prevelent once the economy turns down in earnest.

Still seems that the gen markets still have anywhere from 2-5% downside left ST though so gold shares could go lower still, but this does look to be a very good entry spot ST.

Around 25% PMs in largest account now (was about 15% prior to today). Could get back to 50-60% maybe if we continue to head lower, but I doubt much higher until we actually turn.