Here is an article I like. I am not saying I completely agree with it, but I believe its pretty fair, not sensationalistic, and talks about many sides of the issue. http://www.financialsense.com/contributors/keith-weiner/what-drives-price-gold-silver On of the few PM articles lately linked on coinflation I thought was more balanced. What I particularly enjoy is him talking about "naked longs" and not trying to make JPM the big bad boogeyman.
As a relative noob to PM and investing, I at least found the article coherent. I did notice, however, that the author failed to adjust the price of gold a century ago for inflation in their comparison...so that was a bit off. But otherwise, interesting read. Thanks for sharing.