actually I was hoping someone was going to explain to me, why everything was going to be ok....
No point having a contrarian view, unless you are right.
Good Luck out there
My position is Long on PM though nearly all in explorers or 1st tier producers to be.
Also Long on Rarer commodities - Zircon, Tungston, Phosphates, Potash, Tin and REE with processing + Energy plays.
For me Long is 1-3 years, hopefully not 12-15...
