spx starting to roll over here. still churn and still rangebound
gold trend still up
oil interesting with oil stocks already having had their move. suspect will take a lot to get them moving again. sea back mid range and bhp not trending here
big one for me is silver finally doing its thing on monthly. selling into the crowd this week mainly because silver stocks on asx mainly specs. most have not survived to see macros for silver improving.
keeping some core silver midcaps especially ones with gold as well which most silver plays do
so that really completes what i see as a good opening quarter to the year and left mainly with the goldies as spx rolls over. well that is the roadmap anyway.
would love to see bhp trending like ncm did
will see what fed unveils this week and whether a trend changer or not. doubt it but need to be flexible still
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