I told you...the reflation trade (for me it's copper and pot) is the play at least until Q3. POG is bearish since the death cross. US 10 year note is now at 1.5%. no reprieve unless we see yield curve control. Silver is undecided but it looks to follow gold...we are in for a rough ride at lesat until inflation picks up probably in Q3/4 2021.
For copper and pot check out IVN and FIRE...