I have a bunch of ideas pulled from other posters throughout the web. The Fly is long VLO which fits into my thoughts that energy has another leg up in it. No position though.

I'm watching SKF today to look for signs that the selling last week was just due to a short covering rally. Might add for a swing trade today.

Currently long GLD for the long term. I'll look to add DGP on a pullback to gain some leverage.