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As I write this the stock market is selling off hard (the Dow Jones is off almost 1,000 points since last Friday) while commodities ramp to new highs and I smell panic in both markets. The panic selling in stocks right now is matched by panic buying in oil and gold:

“Just about every time you go against panic, you will be right if you can stick it out.” –Jim Rogers

Right now there’s a Panic! at the Disco and it’s Time to Dance (“go against” the crowd). This one’s for Jimmy: