I agree with you Bull.

Though I like Sinclair's ability to look ahead saying "this will cause this" and "that will cause that" therefore the result has to be....He sees the markets as a very deep chess game and he is a few moves ahead of most.

With regard to silver even if one considers it strictly as a commodity it is under-priced. Further, enough people think of it as money (Iknow I do) that I suspect he will be wrong. It may not outperform gold to the extent that many hope, but I still see it as outperforming gold to some extent.

Of the two, silver was the first to have the physical vs. paper breakdown.

P.