Lunch Update

Real quick here. IBM shows relative strength and has been having some predictable bounces off $130, if we rally it could run. I covered XME and CLF on that last thrust down. Seems so oversold in basic mat,,etc. Actually long some POT from $194, gut feeling they may rally ferts, just a gut feeling. Financials are on the chopping block. Check that WYNN? I’m watching to see if they continue to blast coal and steel and ferts, maybe they rally em. Stay tuned. I’m ready either way.