Gold and oil......

Seasonally gold hits it's low this month... And legitimately about this time it bottoms. Oil can catch a fall bid....

.... Seems like financials should be in buy the dip mode before they hit euphoria. but the expiration of the short selling rule... though bullshit... may be on the wain, and could cause some weakness...

The real problem is..... there isn't a single play I like...

Keep my eyes open for the materials plays...

What I don't get... is that after the record run for gold, in the past year.... Now every trader is hot for gold......

It's also tough... because you could suggest that there is some solid fear in them..
What has changed..... Why now... our financial Armageddon was obvious a year ago.... and now... everyone is a gold bug.