Not only does it tell me to favor SLW over RGLD in 2012 (you know, 'inflationary 2012' if current analysis stays on track?) but as an added bonus it provided me with yet another view into what may be going on in the macro.
The ratio of a high quality premier silver company (no production, thus no related b/s) to that of a gold one? It seems to think it can shed some light on any similarities between today and what NFTRH used to call 'Hope 09'.
A big difference is that the festivities are starting from a routine corrective phase (which is all 2011 was, hysteria aside) as opposed to the aftermath of an alarming crash (2008). I suppose that figures into the calculus somehow, but it's an interesting picture nonetheless, don't you think? It's a little neater and more orderly than a comparable Silver-Gold ratio.