http://findthemoat.com/2016/12/15/when-the-tide-goes-out/ There are quite a few posts by the author that are very well considered IMO.
Week 46 Wrap: Copper hits 2mth low as Trump threatens net zero pace; US rally fades; HotCopper’s picks
AN1 CuFe sells its Crossroads gold royalty to Northern Star for $4M cash; says better than waiting for mine launch