"Rising gold and oil prices are symptoms of the inflationary monetary and fiscal policies that have been implemented. These were without doubt global governments' absurd and counterproductive answers to the popped real estate bubble. The breakouts in gold and crude oil are like early warning indicators. And the commodity markets are clearly telling us that inflation will rise sooner rather than later and will become a major problem for the world economy. Fortunately as investors, we can turn that problem into a tremendous opportunity."
Claus Vogt, Weiss Research Inc.