"any comments on this and where we may be heading"

Another terrific article by James Quinn - 2011 - The Year of Catch 22. (Also referenced above by Agoracom at Zero Hedge.)

http://www.financialsense.com/contributors/james-quinn/2011-the-year-of-catch-22

I wouldn't be too concerned with daily gyrations. When bond investors finally realize that debts cannot be paid as interest rates continue to rise and the value of the $US diminishes, they will flock to the security of gold and gold stocks. This will advance share prices of SGR and all the others in the sector. 2011 is going to be a Happy New Year for those investments. But there will be considerable suffering in store for those americans on fixed or limited incomes.

Another interesting perspective for 2011 from the NIA.

http://inflation.us/top10predictions2011.html