1. Gold - Bottomed at 1187 in mid-Dec and is now 1256. Lots of comments recently that speculative long positions are at an all-time low which could prompt more upside potential.
2. Natural Gas - Remember the warm winter we had in 2012 that drove nat gas down to 1.91 in Apr/12? Well what about this cold winter we are having in 2014, driven by, not one, but two Polar Vortex events? Nat gas now at 4.95
3. 10yr Interest Rates - Who thought they would rise in 2014? Think again. 10yr Canada's bottomed in May/13 at 1.67%, hit 2.83% in Sept/13 and are have now broken that up-channel since then at 2.67% and are sitting at 2.42%. we believe there is further downside in rates as they retrace on a weakening Canadian and global economy.