so you expect a rally in other stocks; if gold drop to 850 it to me is sign that the big guns think the rest of the economy will do well, so I hedge that side by owning cameco and agrium, and finally agrium is also starting to pull its weight.

Gold stocks have outgunned all other investments for the last 4 months and served me well. I took recently some profit(Kinross) in case there is a drop, but still bullish on gold stocks.

I suspect you follow technical signs for the gold price, but to me what is happening right now is completely unchartered water so these old techniques are suspect