I am thinking the first six months or so base metals will lead the way and then PMs will join in, even take over the party, all driven by a jagged decline in the $USD plus the recovery of various economies from COVID.
But I also think next year will be more of a stock picker's year rather than a throw the dart year like this year has been
I am probably overweight in PMs right now, so am looking to add to my BM and specialty metal miner holdings.
But the overall key to how well Value Microcap Junior Miners do this year will certainly be the $USD.