This was recommended by Ed Steer in his column, and I was blown away with the simplicity of how he explains what we are suffering through. I think everyone should watch this.
http://www.zerohedge.com/news/jim-grant-federal-reserve-vampire-squid-vampire-squids
I never realized that the supply/demand structure has been destroyed by the low interest rate policies of Central Banks. No wonder that these PM stocks are so targeted, the big players can screw with the price at will using 0% money. Also a great interview on Capital Account with Lauren Lyster with Reggie Middleton if anyone's interested. Saying practically the same thing.