I made a mistake by lightening up but I'm still long stocks.
And you're also long Gold? Yes, I am. I'm long Gold in Euro terms, in Yen terms. I've been long on Gold in those terms for quite some period of time.
I see no reason to change my opinion. The ECB, the Greek circumstances has prevailed as expected and the ECB has no choice other than to continue to push reserves into the system. Just as the Fed has done. Bank of Japan is doing exactly the same thing, and it's carrying Gold prices higher in all currency values.

