Gold a short here? Perhaps. I'm not in yet but keeping an eye on the chart.

Long time no post. It's tough. I just don't have the time I'd like to write. However, I'm trading off of a new theme and in case anyone cares I'm posting it here.

Goldilocks economy until oil bottoms. That's it. I'm looking for high return on internal capital companies at value. The retracement of tech on good earnings news is a buying opp.

I still like natural gas. That's a 5-year theme, perhaps more. Commodities will bottom and rally this quarter. I'm playing small bets to keep my ear to the rail.

Open positions: all long:

AAPL
ECA
EMN
GOOG
IIG
PNRA

I'm long on the euro as well.