"One little contrarian or little ahead of the curve call would be metals. We have seen really atrocious numbers. As China recovers and we see the Chinese economic recovery gaining traction around June, all of a sudden you will see price action coming back. So I would take some positions in metals in anticipation of a Chinese recovery; the profit numbers were very poor, and margins fell down because of pricing going off, I think global pricing will come back to metals and that will help our metal producers as well."