So far, so good. The "backing and filling" process is making some headway, and I've increased my DBA exposure. I like how OIH is shaping up.
I've said it before, and I'll keep saying it……..if there's going to be a rally, commodities are going to lead the way. And if there's going to be a rally, it's going to be a barnstormer.
I still have a very balanced portfolio – – each chart based on its own merits – – but if we do indeed continue to firm up and move higher, it's going to keep tilting to the bull side, all with the aim of an exit early next year as we move toward what may be the bearish opportunity of a lifetime. But that's going to be a while (at least measured in SlopeTime).
