http://www.321gold.com/editorials/saxena/saxena091512.html

Saxena says:

Over in the precious metals arena, both gold and silver are soaring and at the very least, this rally is likely to continue until next spring. On Thursday, silver was the big beneficiary and we believe that over the following months, silver will outperform gold by a wide margin. Interestingly, the junior gold miners are also coming back to life and today, we are allocating some capital to this sector. If our assessment is correct, the following months will be very bullish for the junior miners and this is the time to join the party. After today’s allocation, approximately 15% of our equity portfolio will be invested in precious metals.