I agree with most of what you say, except the part about silver. I expect slver to rally more than gold as economic activity picks up minimally. Silver does indeed have monetary characteristics.
Gold: The Investment Bedrock of Monetary Systems [View article]
Well done, I agreed with 99% of what you said, and it was convincing and well researched. Nice article proving the benefits of owning gold and shares of companies that mine it.
No Gold Bubble [View article]
Gold: The Investment Bedrock of Monetary Systems [View article]