Hoye's shop is looking for a turn in the markets over the next couple of weeks. From your perspective looking at the gold/silver ratio is important. It has been in a trading range of 65/75 for the last couple of months, it may break to the downside but if/when it turns back up it maybe time to lighten up on commodity stocks. and even play the downside on base metal miners. By all accounts he is looking at a 1930 style downside so it could be quite nasty, although he hasnt defined it yet it could be more downside and choppy.

I'd be curious to here what Frank B etc are advising.