As always Jason Hommel is pretty close to being perfest in his assumptions. The one thing I have learned in the last week is no one out there wants to sell any physical. And the ones who do want a premium at last weeks spot. I personally think physical is the way to go at this moment and would gladly buy at these prices if I could find some. But it seems to me that it is only shennaigans from the central banks to try and cover any and all short positions before the end game.

It isn't possible to think that any bric or even poor countries would not want to buy as much possible at this point. I will have to go back through messages ,but I believe that someone wrote a article recently about China and J.P. Morgan? That scares me. Why would a central bank backed by the U.S. Government allow that to happen with our money? The real cure and pain would be if all firms were audited independently by others. That's not going to happen.

But the fact is if you are in any commodity the money will be flowing soon enough. G&S has taken a wild ride down and it will come back with more juice than before. I also think that when silver breaches the all time high and a bit more a lot of people will be paying high premiums to get any physical. Jason is right 200.00 is as reachable in the short term because of that fact alone. When barriers get broken like say 60.00 peoples heads will turn quick.

The biggest factor will be when fiat currency has to have a fair level field for all nations. Then you will have to make a standard that could fulfill each countries assets. Cash will not be a export for major countries and real imports will. This makes every commodity a subject. Each nation will need to inflate any goods to make it fair so what is the only real playing field needed? G&S, possibly copper and other elements that can be the true judge of each nations real net worth. Are the possibilties higher than this I would say yes. But either way this world is in dire straights and until control of real money takes place we will have all kind of calamities. Lets just hope Ben bernanke speaks again I think Peter Shifft has it right when he says Ben speaks inflation starts up again.