Pstoff I like your call on refiners , however I personally am backing off of commodities here . Thanks for that GRU ,will now keep an eye on it for agu stocks ( which I recently sold ) . Interesting times and for me a very difficult market to get long at this juncture . I think we need to see some pullback a min of 6-8% , I will be keeping an eye on steel stocks to see that happen. Even then, I would like to see gold closer to the 1000 level before getting very serious about the entire market.
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