gold is good(7/13/08)

gold: gld (option), gg abx aem bvn nem gold auy kgc hl grs

mining/steel :  clf x stld nue aks rs schn zeus // rtp rio mt mtl swc

AL price reached all time high because of the 5-10% production cut in china. watch aa ach cenx rs rtp

other hot commodity sector;  coal  fertilizer and oil
6 months  cycle, commodity will be weak in late July to oct


when index reversed, oil price dropped, all commodity sectors dropped.