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<p>[QUOTE=&quot;medoraman, post: 1589803, member: 26302&quot;]I agree real interest rates are a very important explanation of what is going on with all hard assets right now. </p><p><br /></p><p>The danger in my eyes is IF these higher PM prices encourage additional production, (just postulating), then when the cheap money ends and investors can get better real returns in other areas, what will happen? Not only will the &quot;cheap money demand&quot; go away, but the market will ALSO have to deal with additional supply. </p><p><br /></p><p>That is my worry. A lot of the other hard assets will be affected as well, but they aren&#039;t making more farmland or Picassos so I am not sure as severely.</p><p><br /></p><p>Just my opinion. If someone wished to argue industrial demand is going up and will use up this surplus, or mining operations are going down so supply is dwindling, either of those could be a counter-argument to this view.[/QUOTE]</p><p><br /></p>

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