We are basically back to where we started. The month that is, and the markets as well. The markets have chopped about and everything is basically where it’s been for the last month and actually, the last two. I didn’t go back and check exactly when, but over the last two months, I have been calling for three distinct themes. One, that the gold and silver bullmarket was in correction and that it would last until Thanksgiving. No reason to change. Two, that the DJIA would rally to 30,000 by Election day. I thought that I was going to be wrong on that one, but it now looks like that is back on track. Three, that the QQQ’s have topped and will be heading much lower next year. They could rally with the rest of the stock market until the election but I still believe their highs will not be exceeded. So over the last two months, despite a lot of choppiness in both directions for the metals and the stock market, little has changed. The buying opportunity in the metals is not yet here(but many rocks can be bought when they reach support levels on their specific charts) and the stock market should go higher until the election with the rotation into value and dividend payers continuing while the high tech leaders should be sold into any rallies. The more things change, the more they stay the same.