GDX is signalling another move down in GLD but longer term it is setting up for a big move up this fall. Will enter long GLD/ GDX on a retest of the lower zone if we get there.
FCX I sold yesterday after seeing the weakness in steel names. Still looking to re-enter but want to see things play out.
Also entered longs in DDD, NTES, URA, GBT w the proceeds of the oversized XME calls.