Just gonna point out a few other unsexy metals that do well in this economic cycle. Vanadium is a major one, but don't overlook Moly, Tin and Mang if you find a decent exposure. Likewise, unloved PM's like Silver/Plat/Ruth/Rhod are also a lesser known safe haven. However, Vanadium is probably the most fundamentally strong out of these currently, with major demand drivers surfacing.
TMT Price at posting:
43.5¢ Sentiment: Buy Disclosure: Held