For investments:
- Increased TRP to my max of 5%.
For trades:
- Sold off a lot of gold last week. Expect higher inflation this month, real rates fall, gold rises. May get a chance to buy it back cheaper.
- Copper is not bearish anymore. Cover my small COPX position. Was a mistake to hold so long (often against the trend) from middle of last year.
- Silver bullish again, bought a 0.5% position, may go to 1%.
- Cut Silver, it broke down
- Took a 1.5% position in WHC, Aussie coal. Expect price spikes if this winter is cold. Would go up to 3%.
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