In an interview with Livewire, Nathan Bell, Head of Research at Intelligent Investor expressed his bearish view on resources and mining services stocks but offered an interesting small cap strategy. On Australian equities, he's managed to steer clear of all the bombs and hasn't had any problems with mining services or the resource stocks. However, Bell is interested in very small cap mining stocks. He says if you believe that all these monetary policies around the world will eventually cause inflation, and you believe in a higher gold price then they've been sold down too far. Bell suggests a small basket of 3 or 4 of these stocks, such as Silver Lake Resources and Kingsrose Resources, and the idea is that if you're right and as a form of protection against the current monetary policies of the world, they could potentially go up 5 or 6 times.
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This needs to see the light of day, great commentary