NFTRH130 Out Now...

On Friday I dumped out of everything that was not a core or near core precious metals position.  Any big alarms raised?  No, just a realization that last year was very good to me and currently policy makers are in an untenable position.  I don't like it when they are caged in like this, cause it makes them dangerous.

Broad markets have pretty much worked through the predictable resetting of over bullish sentiment brought about by the Japan disaster, and now can drop the bullish (it's a contrary sentiment thing) response to Japan at any time.

I felt that NFTRH130 was a well done report, and worthy of people's consideration.  Sometimes I feel I may have sucked just a bit.  Today, I think #130 just did its job and did it pretty well.

NFTRH130 out now (actually, this morning).

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