Thanks Court, I'll try to get out and get this one today. As for China's import needs driving up the price, I don't think that's in the cards for a few years. As Iraq comes on-line and Russia supplies more oil, there will be plenty of supply, it just won't be cheap for us.
I'm much more concerned with the long term bond and note. They appear to be in a "bull" market with regards to rising interest rates. I've attached a quick chart that should need little explanation. Our rates bottomed in June, shot up over the summer and have been consolidating since then. A rise in the 10 year note above 4.5% will likely spell the beginning of the end.
We sure do have a lot to be thankful for. Sold 1/4 intc in #1 portfolio at 34.10 as I think these babies have gone to far too fast and I will continue to reduce my tech holds if possible. Purchased a few years back at 32. Will sell more of the same batch at 38 if it goes there. Also reconfigured 457 plan holdings, just tweeking. Reduced 500 Index fund future allocations to 5%. Increased International Fund allocations from 10% to 15%. Still maintaining 45% going in to Stable Income and 35% into Common Stock fund.