You are kidding, right? $2.50 on gold at 1300 is nothing on a percentage basis. Demand and supply drive stocks. That includes artificial demand and supply. I would be very careful with this recent pull back in metals and not jump in until a further breakout is confirmed. Otherwise I could see silver pulling back to around if not below 20 while gold could easily see 1080.
Here's an article for you on inflation, I think you would enjoy it.
http://www.wtffinance.com/2011/01/historic-lessons-of-inflation/
Disclaimer: I would not sell my physical gold as long term the metals are the way to go. But I do trade swings with Puts and Calls.