Zeev... just a word of acknowledgement ... I use you guys as indicators-- and I don't mean contrarian indicators either. Because of the calls made on this thread; I've been able to swing trade between oil&gas (positive beta) and precious metal stocks (negative beta) quite successfully. I learned a lot reading your thread these past couple of months.
In other words I lighten up on gold when you become bullish and buy the patch-- and reverse this process when you become bearish.