C: Re: "J, glad to say that I finally disagree with you (g)."
Well, not sure why you are "glad."
Re: "Not sure about "buy" (buying after downgrade might be not a bad idea), but I'll be surprised to see SMH at 40.60 in the near future (before opex)."
Yes, I agree. That is why it is called a "bizarro buy"<g>.
Re: "I may have missed it - do you still hold NEM short? Strong move in gold and HUI."
Yep, still short. Have traded around a core position and am holding. Am I adding? No, not at this juncture. But a close around here would generate a firm weekly sell signal along with everything else.