Based on the context and the answer, generate a question. 

Context: Nobody needs them , nobody loves them . Best time to buy . Our take is that we are either at the door step into depression all around the world ( it is not our bet ) or we have a life time opportunity to accumulate treasures in the ground while Bubble Vision is proclaiming end of the Commodities Bull Market . Why are we so stubborn in our vision of sustained infrastructure growth in the world with even USA economy deep in the recession state ?

Answer:

' gem ' stones that are unwanted



What might be being discussed here ?