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Message: Nenner's call & the Venture

90% is about as good as it ever gets - I always take that if I like the technicals. I actually think gold stocks bottomed today - although there's no way to confirm it just yet. I nibbled a little more - sold puts on SLW, and bought a couple of small cap producers.

This might be the beginning of an interesting rotation from US stocks to PMs - we'll see.

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