It’s very early in my particular time zone, the markets still show a risk off stance going into the unemployment # this a.m. The S&P #’s written will be as previously stated. ( 1309 close is the focus). It’s either Risk On or Risk Off, meaning if we get risk on, the equities,oil, metals ect. will rally. Risk off, just the opposite. In the risk off scenario you can see forced margin selling across a wide variety of instruments. For the most part we have sold all our stocks May 1st and have not been tempted to put our toe back in the water.

Current Holding

GLD,SLV,JJG….from much lower levels.

These are not full positions.