"Thank you to you and your team for your excellent commentary as usual. As a full time farmer and ardent follower of your daily advice which more often than not is my primary source of income (other than capital appreciation)!

"After your comments yesterday with regards to Palladium do we have a daily spot price in the chart library, I can find one/two month forward. Question, probably too late! You, as I am, a UK based investor, one probably might have made greater profits by not being a holder primarily of "the pound". I am aware that, in some instances, a choice of currency nominated funds is available, but not generally. Should one consider perhaps a currency trade to cover these eventualities in larger holdings or to cover total investment exposure. Providing of course that you continue to advise as to which directions the major currencies might go!! Keep up the good work."

David Fuller's view Thank you for your kind words and well done for seizing your opportunities in the markets.

We are not aware of any spot price for palladium provided by Bloomberg but the 1st month continuation chart is close enough, in my opinion. Regarding currencies, if you have Fullermoney themes and shares leveraged to the global economy, not least Asia, their success will have been reflected by even bigger gains in sterling prices. For instance, here is BHP Billiton in Australian dollars and again in sterling. You do not need a separate currency trade, although I (and presumably you) do open them occasionally when the timing looks appropriate.