"Preparations are being made for further downgrades of the U.S. AAA credit rating, which may affect the security of treasuries as a safe haven. As speculators are entrapped by the fear of bad news, there may be a rush to the safe havens of gold and silver miners, and possibly uranium and rare earth miners as well. Such developments may be leaving these sectors as the only players left standing on the field."

http://www.dailymarkets.com/stock/2011/09/05/undervalued-miners-beginning-to-play-catch-up-to-gold-bullion/