Very interesting article and position!

I find PMs to be more of a hedge in a functioning economy... the only metals worth anything in a system collapse will have a handle as a tool or gunpowder behind it. Knowledge, preparedness and durable goods will be the only things of use in this scenario. Also, it will take some time for the landscape to calm to the point where a bartering system could establish itself. There will be many without the knowledge or means that will be trying to survive by force, so a defensive position will be taken by those that do have the means and need to protect them for chance of survival to the next phase.