Market may set up for a correction (5/2/2011)

From today's market reaction, it seems to me that this might be a start of a pull back, especially in commodity related names.
Energy stocks are sold off since 10:30 am. There is no rebound during the day.
Copper/AG stocks are also performing poorly.
Silver miners are losing uptrend. Gold miners are sold off also which makes my previous thought invalid (wrong idea).
A few leaders also retreats such as CAT/AAPL/DD/DE, etc.
Small cap/Mid cap are retreating.
Looks like investors are preparing "Sell in MAY".

I withdrew most of commodity related exposures around 1:00pm. However, market is still in uptrend. Some money still needs to be in stocks. In this regard, I choose those that will benefit from lower commodity prices for coming summer.