Not a bad idea to start with gold all the way to 408. I doubt it breaches $40 for any length of time. I am at 6% in gold and may increase a little soon. In edit, failure of SNDK to print new HOD on that ramp concerns me, so sold its broher LEXR here at $17.18 for $.61. Will try and reposition, JCOM (the old position) at $27.95 for $.18. Also took off second serving of CAH here at $60.22 for just $.81. Cash now again well above 55%. Ready for the next swoon down. Going into a CC, so not able to watch for a little while. In reedit: Oops, just got hit with NVEC here at $63.50.