Shipping Gold

With the bottoming of the BDI and a breakout in HUI/GOLD, here are two stocks to watch.

There might be a quick short in AEM, but longer term, it's looking like a market leader.

DSX is getting extended, but buying the dip is an attractive proposition.

The market is still in bad shape and exhibits stupefying volatility, but if there is more dollar weakness and treasuries begin to fall, miners and shippers will offer great returns.