Sorry I could not comment on this yesterday, for some reason I was blocked from this thread. As I think predicted in the thread at the beginning of the year about going on the record with predictions, I think Bond prices will rally in the 2nd half of the year ( rates will drop ). Even if I did not do it there, I wrote about it in my newsletter ( no I am not hawking the newsletter, just stating that I am officially on the record on this subject in it ), and also told Adam during my home purchase process, that I thought rates would rise into June, then decline. This is one of the most consistent seasonal patterns in the markets, rate rise through June, then decline through the end of the year. It is tracking almost to the week so far this year, so I expect it to continue.
Patient Renter, to answer your question, I mostly trade the futures markets, Bonds and S&P. I do trade stocks as well, but normally hold them for 6 months or so, whereas the futures I trade much more actively. I have commented alot on stocks this year, due to the strong trend in the markets that I saw people fighting, and it was my attempt to try and dissuade people from doing that. I have officially dropped that campaign, as it is hopeless. I have learned that lesson the hard way in my career, and I thought I might be able to spare some people the heartache, but it did not work.