Am I covering the China short? No. Nor the financials, nor real estate, nor euro. Not at this time because I have not sold a single gold or silver miner today and I just love balance in my life.This just smells of new highs in stock markets coming soon. I could be wrong, but these event driven wonders tend to be unsustainable. But still I hold the shorts to balance out the good stuff, because at some point I am sure the enchilada will... well, you know.
Meanwhile, we watch the gold-silver ratio first and foremost.
