
Everyone seems to be bullish on the agg. sector lately. As soon as I hear that my contraian switch turns on. Although I am long MON and DBA, both have some protection on. The chart looks like it might come into some resistance, but a break above that level would be extremely bullish.

I have been bullish on gold for about a week, ever since we made a higher high. Volume on the GLD is also starting to build. Volatility is very cheap on the GLD, ratio back spreads would work or buying premium at these cheap levels.

The RTH (retail holders trust) has been getting hit pretty hard the last 2 week. I am bearish on this sector for the SHORT term.
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