It has been a verrrrry good year to date: the best since 2009. Largely it's due to the golds and silvers and oils I was piling into last time here.
I did cut the metals stocks back almost 100% about two weeks ago, but am buying them back slowly on down days.
Sentiment is very dark and gloomy which is a good thing for asset prices.
I hope to have more time to post my analysis, perhaps even this weekend...