The tone has changed so that early weakness is now being shaken off and the index is up 6 at 4221 as we approach 3 pm. FMG is the big winner in my list with a push to 500. Unfortunately, I got out the other day but it's interesting that the rallies are now more than 3 day wonders. IAU has had a consolidation day and is yet to really break out but larger copper/gold plays like PNA and OZL are doing well.
IPL looks ready to go and I've beefed up the position with some more stock at 319. Looking for more concentrated bets rather than diffusing my energy.
I'm suffering with a cold so that's it for today.
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