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To: Tommaso who wrote (76304)	4/13/2009 8:51:06 PM
From: Cogito Ergo Sum	Read Replies (1) \| Respond to of 118717

I'm not sure any more what kind of rally it is.. but is has legs it seems... We may not know for a while ... a 8-10% pullback won't tell the tale.. but should bring more dough in... IMO.. Need to watch gold for clues.. Was reading someone mentioning seasonality again but that has been blown out of the water for this cycle seems to me.. Price was too high for India wedding season.. Net seller they were apparently... Scrap gold being vacuumed up... The last run was It's all gone to chit sentiment not inflation.. It is a big bet on Bernake either way.. IMO.. I would say you are being pragmatic here but maybe LT fall into camp one, then again you like the other commodities too so maybe like me you are still searching :O)