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Back To Basics - Manufacturing In America

There is no shortage of triggers to detonate a precipitous fall in stock market values: any preemptive strike in Iran, rejection of austerity measures by electorates in the Euro zone, uncertain political outcomes and possible meltdown of the Euro, economic slowdown in China and even, perhaps, a Chinese miscalculation of American resolve in the South China Sea to keep sea lanes open, Congressional impasse in budget negotiations, a fundamentalist takeover of Egypt, terrorist attacks…the list goes on and on.

Yet, there is something emerging in the American economy that can fuel growth for the next ten years and beyond that is acting as a massive counterbalance and game changer: Shale Gas. Over the next ten years, the U.S. will experience a renaissance in manufacturing driven by low energy costs and investment that can lead to an export driven America in energy and manufacturing and the creation of jobs - millions of them. And lest, we forget, the same dynamics are at play in Canada. For many an investor, this is alien turf.

Investment time horizons for each of us are deeply personal. Yet, it might behoove those whose only point of reference has been the internet and an America that imports almost everything it consumes from China to take another look at the basics - new manufacturing capacity and its impact on U.S. economic growth both here at home and our near abroad - Canada and Mexico.

For the moment, this 'market' seesaw can go either way. However, sooner or later, the impact of cheap gas will have its say and be reflected in company financial statements and market pricing.

With this in mind, it might not hurt to start looking at the basics that made America what it used to be - an export driven economy with hope for the future.

Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.