Mid cap gold (at least the one's I own) seem to be leading this leg of the rally % wise. Still cheap FA wise. A few more days of this and I may lighten a bit and/or rotate further down. I think we'll have to see 950+ before I start to really accumulate the micros again. I have a few favs right now. MFN should have an explosive breakout soon. Guessing broad market will stay together at least till Obama's Not-So-Big-Deal announcement on Monday.