Dear Jason, Readers Please see YBR update on Psite with ramifications on Currencies as well. Yes, tend to agree with your assessments and YBR does too.
If you have excess Metals, beyond Core( REITERATE NOBODY IS SHORTING METALS, JUST SELLING EXCESS), try to sell them into strength. SELL IT TO THEM. This rally may have some legs into Mid October, but the 15% rally already will preclude much upside potential in Precious metals. My estimation is Max 25% and maybe not much beyond 17%.