>You can look forward to picking up some good bargains in the future. There still hasn't been capitulation, and I am quite surprised how resilient stocks have been. The markets will turn a few months ahead of the real estate bottom, but I don't expect that to happen until 2011 or so. Gold and Silver have fallen recently with the rest of the commodities, but my information indicates they are both in tight supply and are also not regular commodities but also stores of value, I plan on picking up more of both. If AIG goes under, things will really start getting dicey.
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Gold supply could be considered tighter than most other commodities because of natural scarcity. However, practically all gold is cumulated, i.e. it is always available for sale at right price. It makes gold price more dependent on macroecomic factors (euro/dollar rate, inflation, GDP comparative growth, etc) than on supply/demand factor more relevant for other commodities.
Silver supply currently exceeds demand and this situation will continue for few years because of significant supply expansion. Silver demand is also expanding quickly due to new technological uses (solar energy s one of them) but so far cannot catch up.