you are asking for secret sauce. It's not a fundamental reason. The reasoning is buried in relative strength studies. You can apply these across currencies, metals, indices. Watch out for gold and silver decoupling their correlation from equities and the dollar, that's when things might heat up.
I figured that might not be an easy answer, just wanted to hear your opinion. A commoditiy being increased in value just cause it's traded more is kinda dumb thinking from my side.. Either way i agree with you that gold and silver will decouple from equities and the dollar if the markets are gonna fall. Which one is gonna decouple the most, i have no idea.



