Ron Insana, the man behind Insana Capital Management is on CNBC with Maria...(have I ever mentioned how much I'm in love with Maria... sexy, articulate and she loves talking stocks...) Ron is saying, Bull in commodities and Bear everything else. He's been one of the few that's been right about this all along in the mainstream without going over the top like some of the newsletter commentators.

How many other funds are finally starting to see what Ron has all along. I think it's a lot. We did see some selling in gold producers today but not that bad and certainly not what we saw in financials. Hey... they've had a great run in the last few weeks and I would expect some profit taking.

In my opinion today was a very bullish sign. The juniors held up very well. My portfolio, all spread out with things like TDC and Gold and Oil and More gold stocks and all that stuff I'm not supposed to have right now, was about even at the end of the day.

Come monday, I think the S*P500 will pop back up off support at 1,320. It could really run too. With Gold high, support building in juniors and this being the one sector that seems to be making money for funds... I think we could be looking at a very fine month of March.