Whatever Uncle Ben does tomorrow, there's a decent chance the market will pull back. He may disappoint, but even if he doesn't, investors may sell on the news. The PMs have had a nice little run, so they seem vulnerable. I've been lightening up on my big & medium cap PMs, but continuing to hold my beat up, washed out juniors which seem to be acting better and better.

I think any pullback won't be too severe, but I want to have a little cash to buy back in. If I'm wrong and there is no pullback, I will use the cash to buy more juniors - because I want beta when things are trending up.