On China: Ignore the risks ... for now.

Last week I turned bullish on some key commodities. While we haven't seen a whole lot of action, some commodities are trying to push higher.

Generally, I tend to think China will be an underlying force for an upside move that carries through much of the first half of 2013.

To be sure, China is facing several legitimate risks. And much of it stems from various reforms China recognizes is necessary towards ensuring sustainable rates of economic growth. 
That's why I think China's economic future is a real toss-up ...

Commodities Essential. 24 January 2013

Trade Essentials.

No new recommendations or adjustments at this time. Closely watching for a signal to get long gold and/or silver by using ETFs like IAU, SLV, AGQ and DGP