Hi toof, re: miners
Meb Faber's research only mentioned country and major asset classes. The ones I find that have had 3 negative years in a row are raw commodities (DBC, DJP and others) and emerging markets stock index (VWO, EEM). I already have VWO and I am due to add soon.
As far as miners, the current drop since Sep 2011 is very comparable of that from 1996 to 2001. Are we at the bottom yet? possibly. At a minimum, the sector is due for an oversold and short covering rally. The bounce can be fierce, in the order of 30-50% returns in a matter of few weeks.
I have a minuscule position in JNUG (down 70% from cost) and I might play the bounce soon.
