Another good day for the rees - except for AVL. MCP TAS REE QRM all had a good day. I sold REE too soon but I made money, and in this market that's just fine. Bought a little more MCP and AVL today. If we get a pullback in the rees tomorrow, I'll buy more.

I'm very wary of the PMs - I don't know whether they are just in a long basing pattern or preparing for yet another leg down, but I felt it was best to lighten up in the meantime. Seasonals started early and may have ended early. I think any gold stock that makes a new low should be sold.