So far this is another good day for mining stocks. At least part of what's behind this is the falling price of energy, which lowers mining costs.

http://finance.yahoo.com/echarts?s=^XOI+Interactive#{%22range%22%3A%226mo%22%2C%22lineType%22%3A%22combo%22%2C%22indicators%22%3A{%22sma%22%3A[{%22id%22%3A%22sma50%22%2C%22name%22%3A%22sma%22%2C%22params%22%3A[50]%2C%22lineType%22%3A%22line%22%2C%22color%22%3A%22%231cac78%22%2C%22weight%22%3A1}]%2C%22ema%22%3A[{%22id%22%3A%22ema50%22%2C%22name%22%3A%22ema%22%2C%22params%22%3A[50]%2C%22lineType%22%3A%22line%22%2C%22color%22%3A%22%231f75fe%22%2C%22weight%22%3A1}]}%2C%22scale%22%3A%22linear%22}

Some junior miners doing very well today, including TMBXF which at the moment is up over 30 percent - NDM up 16 percent, and my favorite silver venture, Excellon, is up 22 percent.

In my opinion, the market has made a decisive shift away from stocks and into hard assets, but not including oil/gas.

I'm sensing from those I talk with that there is a shift in mood among mom and pop investors. To me they are now more interested in capturing gains than in letting their money ride.

This year may not end well for many main line, Wall Street-type stocks. In any case, it will be interesting to watch, particularly if LBSR can manage to gete out some helpful news during this period.

VP