RE:bullish....lol That's the play for the next two years that's a can't miss = Oil stocks. To hedge against long term risk, buy the majors that are still undervalued like Suncor. When oil hits $100 in a year then those stocks will go at least 1x from their price now and no default risk.l so if it takes 4 years to go 1x then whatever wait it out.
Gold is a longer term play especially with EQX. they need to finish all their mines to remove the risks. 4-5 years from now this will be a $30 stock, but it's a longer term play IMO until they decrease operational risk.
just my take light me up if you want don't really care love EQX long term and love SU long term.