Here's a little something you might watch for. Both gold and the dollar have been strong this year. This has never been seen before as you'd expect an inverse relationship between the two. In terms of Yen or Euros gold has been explosive. Buying from India and the Mideast where they often wear the family fortune in jewelry has been strong, but a less know reason I think is that an ETF now exists (GLD, and ishares has a smaller one also) that allows investors to easily own gold in an ordinary brokerage account. Mining shares typically outperform, and even lead the moves in bullion, but these ETF trusts require the fund to go into the market and buy bullion to back up the shares - each share being worth 1/10th oz. of .999 fine gold. The effect has been to somewhat artificially support the price because of the ease of ownership.
The opportunity is that they are talking about the same thing in silver. The supply situation in silver is tight and by having an ETF, may create a tremendous spike in prices, as the public can avoid the storage and insurance costs typically associated with owning the physical - this must be why it hasn't happened yet.
Watch for it - it could prompt a big move. On the other hand if it comes out that there won't be an ETF because of a fear that it might take to much off the table - a big break in the actuals and futures will occur. If that does occur - buy the break, or the NEM shares.

__________________
89 300E
79 240D
72 Westy
63 Bug sunroof
85 Jeep CJ7
86 Chevy 6.2l diesel PU

"The object of life is not to be on the side of the majority, but to escape finding oneself in the ranks of the insane."
Marcus Aurelius