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.
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.