Martin Armstrong is my favorite economic blog, been reading him since he was in maximum security prison.
I still believe MCCs rise, but not due to hyperinflation. Rather increased taxes and regulations are slowing investment, and the threat of bank bail-ins is driving deposits away from banks. Assuming that money continues to go to liquid assets like London real estate and US stocks (both overvalued) then it is also assumed gold/silver/MCC becomes a beneficiary in the process.