I certainly would never try to change someones mind and fairly certainly I couldn't change yours anyways and I do realize you like to be where the momentum and liquidity is so I do understand the need to look elsewhere right now.My concern right now is the number of people who feel we've hit bottom in the junior resource sector.Flies in the face of the contrarian theory.The things I would point out are that the real keys are the internal growth of china and india and other developing nations,not europe or the u.s. for that matter.Yes it does dampen things that europe and the u.s. are still spinning their wheels at best but until growth in china really starts to slow even less than gov't wants,I still think resources will still have the potential to move.
Also despite the beating and lacking of bids in the majority of the resource sector(especially gold) there always seems to be some flavour of the month that is moving.Ree's were hot for a while,then uranium started to show life,recently graphite was on fire.Seems theres always a story sector.
I could be wrong completely but I'm still waiting for my gut(and maybe some concrete evidence) to tell me its time to get back in fully(still have 90% of the portfolio getting those monthly distributions) and when I do,it will be copper zinc and agro plays along with the precious metals of course.