A ... gold may be rising, but the stocks are still lethargic-- the so-called "breath" of the sector doesn't smell right. I'll probably lighten up most of my traders tomorrow morning-- I say it's time to go back to core positions until a trend (whether it's up or down) finally asserts itself.
Fwiw, I'll be playing it safe, even if it means missing the first 20% of an upmove.