This is a tough one for me, I think in the near term, Gold may really start moving. But I see Rare Earth metals as the ultimate long term play.
If you read about the large deposits of rare earths under the sea near Japan.....wake me up in 10 years when mining there MAY matter.
I am buying gold and rare earths, but beware, when the federal government closes the budget this year, it may be fireworks in the markets or a big yawn.
See this article for Rare Earths.