It was a mistake buying gold (miners) on Fri, I have sold these down to a minimum position. Kept only some Royal Gold.
Sold some trades. Losers that I got stopped out of and winners that are overbought.
Separately I sold one of my speculative miners. They sold their best producing asset a month ago, and the stock price went up but this removes the asymmetric upside. Small profit.
Now 36% cash.
Rising oil/diesel kills everything. Probably continues until Trump taps out or the IRGC is strangled and Iran breaks up.
Waiting for signs to buy. Either golds or stocks. Or maybe to short stocks/bonds on the next bounce.

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