Replies to post #426914 on Zeev's Turnips Patch-No Politics (ZEEV)

[choad]

Well thanks MM....I'm building cash slowly but thinking about picking up the pace. Anecdotally, my business is holding up very well, however I'm sensing more price consciousness (uncertainty).If there is a meningful correction in the miners, I will likely bump my allocation in this sector to +-20%. I'm market neutral I would say but leaning toward the bearish side as the cyclical bull gets longer in the tooth. These are very interesting times in which we reside and a lot of todays big questions won't be answered for a long time! JMHO