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Dr. Stephen Leeb on Commodities and Inflation - Is He a Genius or Alarmist?

But can anyone show me where they have seen a "decoupling" of foreign nations in regards to the economy? All of commodity pressure requires buying demand and consumption. I wish it were true that the investing world can compartilize into mortgage companies in Alberta or copper miners in Peru or builders in China. But if the last downturn in Nov showed- I simply don't see any evidence whatsoever.

The commodities the last few months went up with the US uptick - there has been no decoupling.

I hope that other nations can work around us - which would be beneficial but unfortunately I don't see a powerful world GDP without us. Maybe other nations should be careful about moralizing to us about overconsumption.

Five Energy Companies That Spell Opportunity

Simply amazing that no one in the media wishes to admit that there are vast differences in how an investment in oil/gas will be under the rule of a Democratic White House, Senate, House of Rep and judges to soon be filled.
People are in denial - they just snuck a carbon tax in a nonrelated bailout of a runaway govern mort program.

He is right that oil might rise in the future - but that is only because as a nation we will be poorer under currency strain and the crush of poor energy planning. When the emerging markets decouple than there will be a real explosion in oil prices - 5 years out. But again that is only because we will backwardize by capping our growth (the most against) all other nations who are going nuclear or building soverign wealth funds from our Treasury - and of course drilling like mad (Norway, Russia).

The oil and gas execs will probably pack up and move their headquarters to Dubai (tax free) like Haliburton where the Fed govern will lose their tax receipts because of the lecture series held by the party of trial lawyers and labor. Seems to me that there is more time before the intergrated oil ever pull ahead . You are better off playing the fake and fast pop in solar coming as the media whips up people for string fans across the Rockies to catch wind or solar panels. Like ethanol that will collapse as it isn't "perfect enough" - someone will find a problem.

It should be a better ride - leave the integrated to migrate to countries with pragmatic and serious electorate - who still aren't debating drilling after 35 years.

Take a look at New Zealand stocks to see what happens under the big govern tent.