A strong dollar and higher commodity costs are good for the above sectors, and these input costs punishes the emerging markets which is good for EDZ (Which I bought last week). Now waiting to see if gold and silver signal if there is more to this move from an inflation standpoint
I am am very profitably out of all but one (TQQQ) of my triple long puts, thanks to the Thursday, and Friday morning weakness, and I am still scaling in and out of NUGT (still underwater). The reversal in NUGT, and the juniors surprised and heartened me. I hold PPP and NUGT, and am going to watch ANV, SLW, and AG next week if this move looks promising, and my signal flash buy.
What else looks good is POT, KOG, and SGY. Let's see what Monday brings