So far my oil call from last week (Saudis snubbing Joe) is right.

Still learning macro …

 

I can’t dig up my FCX post/query last week on GoldTAdise, but I’m glad I bought double the (nimble) number of  FCX shares,  at 25.14, compared to what I bought at 28.22

Not too long ago even Sir CM was calling for under 40 FCX as a steal.

 

The one I have badly missed is where Sir Highroller might have already made his fortunes and exited … Atlas Salt.

 

Retail Inventories

 

GL