Gold/Silver: The Bond Breakdown

Finally, a bit of excitement in the precious metals markets this week, with Silver one of the best-performing commodities right behind Copper, Coffee, Corn, and Lumber, giving further validation to this "Commodities Super-Cycle." Gold also broke through a critical psychological resistance level of $1800/oz while extending the rally on Friday when the payroll data added just 266,000 jobs, a far cry from the million expected.

The miss in the April jobs reading will spark chatter on wall-street that there are new challenges to the economic recovery. That