Mostly: Classical

[nspolar]

My port still consists of:

BGO (getting tired?)
SSRI
CDE
MNP.v
CALVF
SVL.v
MRB
MNG
KGC
Drooy (come on get a move on)
Sterlite
Tenke
GBN (not that much)
KRY (not that much)
High River (not that much)
UDVE (dab)
C puts (small)
USPIX (small)

I am happy with my port and with my recent rotations, very heavily weighted to MNP.v, CALVF, MNG, MRB,SVL.v, some KGC and DROOY.

I think HUI getting a little hot, hope it cools off as opposed to going ballistic. We will be better served in the end. Going off margin (SSRI) tomorrow, more than likely.

Financial stress in the global system, no doubt. Watch TNX/TYX as well. Shit will hit fan if TNX blasts through 46 and head towards 50, imo.

The Backhoe Mechanic.