This is assuming the US market calms down soon.
I doubt that capitulation was reached today, although we must be close. I think we'll reach the nadir sometime within the next month. Hopefully LBJ won't break below 15, but nothing surprises me anymore with respect to LBJ.
I'm real close to dumping ILF and switching to LBJ. This is crazy. I don't know about you but I would never put more than 15% of my nut in this thing, but even at 15% could make some nice cheddar.