i think you're right. any contraction in USD will bouy the poz and most metals. the mineral price cycle is meant to be turning too so should see a multiplier effect.
i think 2018/19 will also see the america get the fight its been trying to pick with everyone. that should ensure a higher price too. chinese "slowed growth" is also considered by sone to be artificial so they can move into "elections" in 2020 with an exploding economy... tap the breaks now and smash the accelorator when you need public support.
AUD will likely contract as immigration slows, housing market rolls over and retail goes to the wall. this should proove very beneficial for domestic producers/aus tax paying companies.
i think zinc has a lot of room to rise and should do easily. not entirely sure which horse to back yet.
all imo but its more fun thinking about than talking to the in laws.
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