Towards the end of Peter Schiff's CNBC appearance yesterday, the hosts started to talk positively about gold stocks vs bullion and juniors, even throwing up a GDXJ chart.
http://www.youtube.com/watch?v=6SOHF5i7Iuk
The HUI is only now taking out the levels it was at when gold was at $1000, so you'd expect the majors to move up first. But it's interesting that ETF vehicles like the GDXJ seem to be changing the dynamic there a bit.