As I have been suggesting, but based on Dow ratios of rising prices v. falling volumes,
"If they are indeed smart money, their current behavior is a concern as they are presently in a bearish position of historic proportions."
http://jlfmi.tumblr.com/post/112628447325/smart-money-indicator-most-bearish-in-16-years
So, if people move their money from what are now popular stocks, where will it go? Could it go into mining? I'm thinking so as it so grossly out of favor at present.