james turk expects that in the next upleg in the precious metals market the xau (gold stock index) will lead, followed by silver. first he expects the xau will exceed 162, then silver will reach 15, and finally gold will break 1000 again. the gold price over 1000 will be an international wake up call, and then silver will outperform gold going forward as the gold/silver ratio declines.
http://www.radio.goldseek.com/players/turknuggetpagejuly8.php