The Bank Credit Analyst is probably one of the best prognostication services in the world.  Their calls are highly astute.

The are quite expensive, but they offer a free tidbit every day.  If you visit the site, select the recent column on "Commodties ..." 

http://www.bcaresearch.com/public/index.asp

The gist of it is:  metals are set for a fall, after a sustained up period, because demand is set to crash - both in industrial metals and precious metals.  However, they recommending holding one's position in their belief that the general trend remains up.

Check out their other predictions.  I tend to save them and then check a year later.  Very impressive.