As mentioned above, in terms of recent correlations the performance of silver seems particularly important for precious metals stocks. (acting-man.com)
A few other thoughts for inflaiton hedges in lieu of gold: TIPs or possible precious metals stocks: (awealthofcommonsense.com)
As uncertainty weighs on the stock market and geopolitical risks escalate, billionaire Naguib Sawiris is betting big on gold, investing half of his $ 5.7 billion fortune in the precious metal (safehaven.com)