Today we had mixed news: good jobs and bad durables. The market was mixed, moving up .29% or 31 points on the Dow. There were some strong performances in gold, Australia, Commodities in general, energy, and Asia. Just when we were begining to write off Asia, it rebounded. 

Gold is in an unsustainable climb. Ready for a correction.

We’ll call sentiment neutral.

We bought XLV, and will probably add more. Healthcare is shooting up.

Happy Thanksgiving!

Regards, Paul