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Do not hedge but maintain a solid cash position

Can't time a market of course--should oil prices cause another sell off--depending on the nature of the sell off of course--and should the Fed still maintain their ZIRP--this would represent a buying opportunity.  Standing opposed of course is the need for the trillions in dollars sloshing around the world "coming home to roost" in the form of the USA's very valuable commodity production.  One need only look at Molycorp to see that.  Let us not call it inflation of course.