Please Note: Blog posts are not selected, edited or screened by Seeking Alpha editors.

How about a litle S&M with that economic policy you got workin' regime leaders?

This ain't the "no normal" economy.  We're full on "Abby Normal" here.  Simply put "we started with steel and coal" to start the year and somebody forgot to hit the "change" button.  If there's a sudden spike in prices you want to stay with steel and coal of course but if you don't have natural gas in your portfolio you have no growth so you need that as well.  And why not throw in a clothier?  We're only talkin' blue jeans and khakis, right?

Disclosure: fully invested