crm, thanks for the heads-up. I'm new to PMs and never heard of R. Murphy before. I just found his site using a google search and it sounds interesting.
I just started the The Dines Letter this month. He also believes the world is heading towards religios wars and he's very high on silver right now too - he believes the gold bull will not progress unless silver also rallies.
PAAS is one of eight silver miners Dines recommends owning. He has his own (and apparently the only) "silver index" which was in a downtrend until 2001 when it bottomed and turned up. This winter it broke the upper trendline of the downtrend decisively and is now clearly breaking out.