Stocks: Appears we are seeing the start of a small pullback.
But investors are moving out of bonds and into stocks-driving stock prices higher. And Companies are buying back their stock, reducing the pool-driving stock prices even higher. Even if we get a pullback this means that the stock market long term will go up in 2013.
Dividends. Waiting to buy dividend payers at lower prices. Most if not all of the positions I have talked about (below) are much higher. Not only are the prices higher but owners are getting excellent dividends: can’t get any better than that. The golds are a problem but its actually a good time to buy if you are a long term holder: repeat-for Long Term holders.