Absolutely no apologies necessary, ESL, and thanks for the response. I remember some posts, perhaps not even here, but I thought they were, talking about the POG taking off in September (look, it could have even been pm stocks, I can't remember exactly). Those posts may have been in July or August, and it seemed to me that you responded to some, and looking back, it seems you did not agree with any calls for a great September for POG and/or pm stocks.
Do you think the turn date has then come? It certainly does seem that the precious metals market has caught itself and stabilized nicely. With respect to AUM, whoever bought at the recent lows has done well to do so. I've just sat on my shares, but had sold some puts earlier, which are still under water, but this recent rally has them getting into the shallow end of the pool. To the extent the shares get put to me, I'll likely go ahead and sell calls against those, as the premiums are decent, as well they should be.