SD CDL

Energy, Inflation and Gold

Agree with the author and a few of the posters...
paultaut - great in pointing out what few mention about the commodities and the margain requirement...quick to attempt to attack gold when it makes a bull run but hands off on all other asset classes since in Greenspan's words, its too hard to identify on the way up.

midwest neighbor - we give our money to the Arabs because we want to drive our SUVs and trucks and want to plan society around cheap oil. That's like blaming a drug dealer for helping our addiction. Not sure what you mean about taking America down a peg or two but we've been overspending waaaaay to much and producing waaaay too little so in that sense, yes, we need to pull back...both individually and the Gub'ment. What is so unpatriotic about living with your means?

mkreisel - is ANWR enough? How many BPDs vs how much we consume...I think it won't even match yesterday's demand let alone tomorrow's. Numbers please