IMO: All assets are not in a bubble. The denominator is weakening. The dollar. The debasement trades are in full swing. GOLD ON TRACK FOR THE BIGGEST MONTHLY GAIN SINCE 1999 SILVER ON TRACK FOR THE BIGGEST MONTHLY GAIN ON RECORD? PALLADIUM ON TRACK FOR THE BIGGEST MONTHLY GAIN SINCE 2008 PLATINUM ON TRACK FOR THE BIGGEST MONTHLY GAIN SINCE 1974 *INDIUM, TIN UP 33% ON MONTHLY *NATURAL GAS HITS 3-YEAR HIGH *COPPER HITS RECORD HIGH OF $13,400 *ALUMINIUM HITS ALMOST 4-YEAR HIGH *LITHIUM HITS 2-YEAR HIGH *SAMSUNG RAISED NAND PRICES BY 100% IN Q1