[Jumper]

China and India are estimating food price increases of 3.1% for the past month or three months this morning out of Asia; Over the weekend the Administration capped Social Security, Veterans payments, Government retirements at 1.5%. Might we be looking at a rush to by the Government to squeeze government beneficiaries? Apparently, prices are increasing everywhere but the powers to be have their collectivist minds buried in the Sand.

Speaking of Sand, oil and natural gas should be decent investments as the US goes into colder weather and more taxes. Small producers of NG, Oil and small refiners or pump operations will also produce.

Does anyone here have any advice or knowledge about the retro-fitting of the US Natural/Liquefied Natural Gas Export Terminals under conversion to Export Terminals? These would be great mid-term investment opportunities....

[expat_panama]

Funny you should mention it. A few years ago energy was about half my portfolio but these days I don’t seem to be seeing it showing up on my radar. Maybe time to tweak my radar again...