I gotta tell ya, I am not happy with precious metals. If I get into a trade and it goes poorly, and I realize there was something really obvious I should have heeded, I am mad at myself. But at times like this, when everything through Friday looked rock solid, I can only blame my lack of clairvoyance anticipating the nearly $1.4 billion megadump of gold at today’s opening. All the same, there are still plenty of mining stocks – like Anglogold, shown below – that I think are solid bullish plays.