Your are correct. Very little makes sense in a converntional thought process. When situations like this occur think about the Exchange Stabilization Fund or the Plunge Protection Team. Google these for your answer. This has footprints all over if from the Fed, Treasury, and Bullion Banks. It all works out in the long run, but that is when it gets really messy. Better to be 1 year early than 1 day late.
Buy physical Gold, silver, 1st......then the good mining stocks......... Good luck to all