at the moment, believe the various markets over the next couple of months will bottom/top and start fast trends that will run into March/April, 2014, or so.

thinking the money will be turned on in a big way by .gov and its henchmen this fall and into early next year.

thinking "risk on."

generally like things I've mentioned recently for larger type moves.

probably will stay away from PMs.

"This Administration has become very adept at avoiding the legislative process and implementing its will on the American people via regulatory fiat."
Kevin Crutchfield."
ANR CEO
Larry Kudlow's show 7-1-13
Best quote in years. Hope I transcribed it right. believe so.

there is a post by Sugarman (who posts here at times, also) over at marketforum.com worth a look. He seems to work hard at this and I think people who work hard are "luckier." :-)

icd