I think we have entered a period where stocks will generally underperform PMs and commodities. I think this period will last the rest of the year for the most part. I still have a few PM and miner holdings but I am well positioned in cash for now. I don't plan on navigating this turbulence through the summer months. If PMs spike upward again, I will sell them off to be 100% cash. Sell in may and walk away? Sell in March and walk away. Buy again later--like Sept.-Oct. maybe.
I'll be in touch.
T
Thursday, March 17, 2011
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