Significantly overweight my favorite mid cap / junior Oil stocks now hoping we get the usual bullish move through Wednesday inventories report. Copper we need to see what transpires short term ( I have no exposure now ). The last time Copper dropped a little from a new high, the stocks tumbled quite significantly. From an earnings point of view, ERO and CMMC are good. SURG Copper is a junior I've been trading took forever to pay off on my most recent position but I sold it today. HBM and TKO I'm thinking they got expensive on this run; HBM has in the past behaved badly when it goes above $10.