DXY , the USD basket (against EU/Yen etal) dropping is a boon for all commodities and gold.
Weaker USD is a benefit to emerging markets and the EMs are a commodities story.
All quality commodities and PMs stocks should get the benefit this back half of the year.
Perfect timing to ride the wave with results coming.
Ann: Ground geophysics survey underway at the Javelin VMS Project, page-61
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