1/ dow a little ahead of itself

2/ still some upside, not enough to be aggressively long

3/ past June july time frame market will run into trouble again

4/low volume rally makes this the most unique markt ever, low volume makes using technical analysis difficult

5/ US is no longer the engine driving world growth

6/ US dwindling as economic power

7/ gold, stil lbullish as central banks no longer selling and gold miners are no longer hedging

8/ evg his pick if he could own only one stock, has 2 large deposits in the US. needs to add some good people to management