POG

It has been moving up in notches in the last week.  Well, there is no obvious reason why.  So, if you look at the recent trend, you can also expect a plunge.  This is virtually the only commodity that is going up.  Nickel is too but it is so far off its peak.

As my portfolio is loaded with miners, I think there will be a slight upturn first (based on SPI), and then a fall.  However, I will be cushioned  :-)   BHP is going to look a little sick though.