This is the prelude folks.
Deflationary crisis. Except no one has the cash to buy things at the lower prices.
Where is all of the cash? Who is holding all of the money and where are they keeping it? Is all in bonds or cash accounts? When the investors are selling their stocks, funds and commodities, where are are they putting their money? In banks, only to fail there?
In the case of Silver and Gold, you cannot even physically acquire it right now. Here is an interesting excerpt from a bulletin from the President of BullionDirect.com.
Additionally, private manufacturers are also operating beyond capacity. 1oz., 10oz., and 100oz. Silver bars are particularly affected by these production delays. This added flow of physical metal and physical cash (by the Fed injecting into the banking system) has also caused delays in armored, secure transportation. These industry wide delays have affected our operation and ability to process even basic orders in a timely matter.
Good news is that the US Mint is concentrating on making the 1oz Silver and Gold Eagles. Some might be available in November, apparently. So it is difficult to even buy an asset that is deflating right now. Man this is a weird situation.