My view of the runup of PM is running for shelter and trying to protect assets. Then, after the run starts, this run attracts more money. I view yesterday's selloff as profit taking from the latter group. What does the "brain trust" here feel about the fact Treasuries and mortgage rates loosely tied to them increasing will have on PM? My view is Treasuries may be losing their luster with too much supply, and this may add base support to PM increasing.