Having left the metals and mining world over 3 years ago, I still get some emails asking questions related to that arena. Please note I dislike not responding, but I will only reply to matters related to www.petergrandich.com and www.trinityfsem.com
However, I did personally open my own can of worms by noting the two metals-related stocks I personally own. That now leads to emails asking thoughts on them.
I think these two commentaries from Seeking Alpha pretty much concur with my own.
I remain most bullish on gold versus general equities and am most pleased with copper and zinc performance given one of the two stocks I own has heavy exposure to both metals.