Assorted Auguries
A few themes to keep an eye on during the week.
![](http://4.bp.blogspot.com/_qar6OPcsQJU/SVhzGviH4OI/AAAAAAAAAmE/VThyP0552oc/s400/HGX081227.png)
![](http://1.bp.blogspot.com/_qar6OPcsQJU/SVhzGSnZYmI/AAAAAAAAAl8/cGS5fUQebJE/s400/KRX081227.png)
![](http://2.bp.blogspot.com/_qar6OPcsQJU/SVhzjtuJb-I/AAAAAAAAAmk/YhBWzMBufJU/s400/JNK081226.png)
![](http://3.bp.blogspot.com/_qar6OPcsQJU/SVhzG-uJuyI/AAAAAAAAAmU/_wz1rdIVZTQ/s400/RGLD081228.png)
![](http://3.bp.blogspot.com/_qar6OPcsQJU/SVhzHcJf3GI/AAAAAAAAAmc/yyJ4iOai548/s400/RecessionTrend2008.png)
Gold and fixed income will continue to keep my attention in the coming week. The potential for reflation is increasing, and since my indicators are technically positive, I will be giving the benefit of the doubt to the bulls. All the same, we are still in very high risk territory, and my small position sizing reflects this reality.