The article below in line with the Willie article posted by Peter. Shows a divergence between the paper traded PM and real physical buillon. I experienced the same today as i shopped around to see who had the lowest premium over spot. Premiums seem to be going up because of demand with silver seeming to be the highest. (Some places quoted premium over $3 for a single coin! Kitco was the highest I checked with $3.05 over spot silver) Several places told me that high demand for silver is picking up. Intriguing isn't it - prices of PM down this last week but for those who want to buy coins the cost over spot is increasing.

http://www.financialsense.com/Market/wrapup.htm