Mostly: Classical

[ItsAllCyclical]

Lightened PM positions on this bounce. Gold looks like it needs to go below 600 before it can gain any traction. Story continues to be very ST that oil prices coming down no need to worry about inflation...and gold. Very short term thinking and BS in my book, but it's what the street is selling so gotta respect it. Markets pricing in soft landing in economoy (also BS). Anything sub 580 is going to be a gift. Still have all NG shares, good sized GSS and a few traders in much smaller amounts. Will add on a breakout above HUI 350-355 area if seen.