.....I wouldn't be waiting much longer (if at all) if you are looking to increase your exposure to PM. I still think POG will cross $400 by year's end and the stocks will move up as rapidly as they sold off these past two weeks. You might consider averaging in at these levels, unless you believe that we have already hit an IT or LT high in gold stocks (FWIW, I do not).
Agree with your take on the miners today...I thought they held up very well, with some issues like KRY actually had positive money flow eod...and a nice snap back off the lows...