I Agree About Rebalancing
I think rebalancing is wise at this point. For me though, this is not an issue seeing how I have almost nothing to rebalance. I had to tap a small bit of my IRA just a few weeks ago to pay house taxes and the like.
If I had money in paper silver or gold, I think I would have been out by now. If I were trying to preserve wealth, I would have placed more funds into rare coins and other vehicles which tend to hold their ground despite large economic swings up or down.
If for some reason the Fed does not taper QE in December, and PM rise at all, I will likely clear out what little gold I have left. As for my sterling, I have a lot and I was blessed to obtain it much, much lower than spot (sometimes pennies on the dollar).
Analyze the Anticipation!!!