Jay Taylor only went over direnction for the market as far as i heard. He was preaching that this next downturn which would be before may at the latest would be "the grandaddy of all collapses" and make 2008 look like "childsplay."

HRA also did a comentary on the market about how the think the resourse market is decoupling from equities. They said exercise caution as they showed inventories up with price but explained it becasue a lot of these inventories arnt for sale. For example china is stockpiling for itself and wont be selling. They seem to like fcv still and i talked to focuses team. no big rush, drills should be out by april/may apperantly.

I guess my birdy came home to roost. Peter updated on HTR so i have baught more, Grandich effect plus good drills could be good:)