Lemieux believes that with the wheat separated from the chaff over the past tumultuous year, the truly strong companies have emerged. But you may be surprised by the jurisdictions he predicts will come to life in 2014.
Chinese manufacturing activity records surprise contraction and US slows down against expectations, pushing the copper price down 3% to below $3.30 a pound.
Investors should worry less about the right balance of specific commodities and more about the right mix of early-stage, development-stage and producing companies.
