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[mdwllc]

Made following portfolio changes last week: Closed out [95% of 33% allocation] major precious metal holdings [DBS, CEF, CDE, TRE etc]; am expecting to reevaluate situation around 10/3-10/8. Closed out [50% of 33%] of petroleum energy holdings [DBE], continue to hold alternative energy holdings. Will reevaluate situation around 10/26. Added 33% allocation in following four issues: DNDN @ 15; ELN @ 17; RMBS @ 15; NBIX @ 10-11. Currency positions [20% allocation] are under separate posting below. Will reevaluate around 9/26-10/3. Have a good weekend and good trading...MDW