Long Position on Silver and Gold?

[sellersm]

Baltic Dry Index at all-time low: http://gcaptain.com/baltic-dry-index.../#.VnCTiDadL8t

[roberth]

Baltic Dry Index at all-time low: http://gcaptain.com/baltic-dry-index.../#.VnCTiDadL8t

http://wolfstreet.com/2015/12/15/fre...ry-glut-bites/

The transportation sector just keeps getting worse. Even after today’s uptick, the Dow Jones Transportation Average is back where it was in April 2014, and down 18% from its peak a year ago. Within this transportation sector is freight, a gauge of the goods-based economy, which is having a rough time.
In November, the number of freight shipments in North America plunged 5.1% from a year ago, according to the Cass Freight Index. It hit the worst level for any November since 2011.