The past 100 years have shown a drastic change in the value of the U.S. dollar. More recently global currency turmoil spurred by government debt has taken the market away from fundamentals. Eventually, this market will turn back to paying for value. We’ll all be a lot happier when that happens.

The history of resource nationalization is a complex tale. Throughout modern day history the risk of nationalization has always loomed in certain countries. Most recently Argentina re-joined the ranks of these pitfall countries. If anything the tale coming out of Argentina should be a red flag to investors and a warning of potential resource nationalism to come.

There’s a potential $36.5 billion headed towards Pennsylvania’s Marcellus shale deposit. But let’s say just half of that money hits the shale fields in PA, that’s still a lot of money! And the way I see it, the companies that can perform the necessary tasks for drilling operations in PA, and the other U.S. deposits popping up all over the map, are set to cash in.

Looking at the numbers coming out of Pennsylvania’s Marcellus Shale Deposit, the amount of money set to head to oil service companies is astonishing. Keep an eye on the oil service companies that provide vital drilling services, because with the amount of drilling I see on the horizon these companies should do very well.

In contrast, look how things are today. Many tech stocks, for example, have poor earnings and dodgy business plans, yet they’re doing well. While resource companies that own oil, gas, uranium, gold, silver, copper and more are getting little or no respect. It’s my belief, along with Mr. Sprott’s that the physical market will soon dominate the investment world.

We’re living in a time of market turmoil. I also believe we’re approaching a time when resource scarcity will begin to bite world economies where it hurts. Resource issues will dominate the headlines, far more than the latest tech idea or software app. And when these resource plays become in vogue again, the gains will follow.

The story for copper can be seen through prices and physical stocks. Along with consulting the iron filings, the copper trend I’m seeing is still up. The metal is in tight supply and the trend looks to be pointed higher. Not to mention, if demand ramps-up we could see a quick jump in the price per pound.

The next metal crisis will happen in copper. With supply and demand currently in balance a bunch of new demand is waiting in the wings. When this demand hits the market supply won’t likely be able to keep pace and the price per pound will rise. Big copper miners will benefit from this and so will the little guys that are developing the new, world-class deposits.

You should own physical gold and silver and consider it a generational investment. There’s no substitute for owning the real physical metal. All told, you’ll want gold. Get some. Own some. Hold some.

I believe strongly in the future prospects for the oil service biz. That’s why I tend to like oil service plays. I believe they offer rich returns over many years, from now until long into the future. With future oil prices looking to head higher, now’s still a good time to get in on this long-term trend.

The nuclear industry is poised for a reawakening. Despite Japan’s nuclear disaster this important energy source and industry will drive forward. Plus, with uranium scarcity set to hit the market, it’s an opportunity that you’ll want to keep on your radar.

We’re moving away from an era when energy was relatively cheap and easily available. The world — our “old” world — is built on many assumptions grounded in low cost oil. But now we’re entering an era when energy is expensive. Also, energy is getting harder to obtain. This will provide us with countless opportunities to watch as the economy adapts to higher prices.

With legal news coming out of Brazil the offshore industry, offshore Rio, is heating up. With more expensive oil and tighter environmental policy (and in some cases egregious lawsuits) investors have to be careful of the pitfalls in this market. Plan your oil opportunities carefully and keep an eye out for back-door nationalization.

The first thing to emphasize in today’s oil patch is how expensive and risky it is to work offshore. Just a broken anchor chain can cause $180 million of damages — and that’s without any major environmental issues. Keeping an eye on the sheer expense of doing business is important for any oil investor.

The disaster that hit Japan in 2011 is still sending ripples through today’s economy. Keep an eye on what’s happening in Japan and more importantly keep an eye on what the unfolding situation means for your everyday life and your portfolio. Energy prices are set to stay high, especially for oil, and with the Yen in trouble there could be more reason to stay away from currencies other than gold…

The rare earth space is really starting to heat up. Last week’s deal between Molycorp and Neo Materials solidifies my thesis that there’s about to be a buying frenzy in this space. This could mean massive profit opportunities for a handful of RE companies. Those that know about this situation stand to make a killing.

Politicians are going to do what they’re going to do. As an investor we need to invest around them. Thus, our focus is to invest in oil and other energy plays, along with precious metals and other good things that have lasting value. If the dollar continues its long-term decline these are the plays that will pay off.

It’s time for investors to reevaluate the prospects for Canada’s oil sands. For many years to come, Canada’s oil sands are and will be a dominant contributor to future growth in global oil production. Now’s your chance to make sure you have access to this low-risk energy play.

The first, most-obvious answer is that gasoline prices are going up because crude oil prices are rising. But when you look behind the scene you can see that there are plenty of factors that control the price of gasoline — ones many people don’t even consider. More important, with prices on the rise, you’ll want to make sure your portfolio can help offset the price increases you’re seeing in your everyday activities, gasoline included.

XL pipeline the facts are clear that the pipeline is in our nations best interest. Knowing this, let’s expect that at some point, hopefully sooner than later, this pipeline deal will go through. If so it would be a solid step forward for America.

Some of the best strategic planning that the US could do involves eventually using compressed natural gas (CNG) to power much of the truck and auto fleet. Natural gas is proving to be a safe, clean and abundant fuel that should be increasingly used for our day to day travel. Indeed, I’m surprised that more politicians aren’t falling all over themselves to take credit for the idea.

This Marcellus-Utica play isn’t just big. It’s massive. It’s immensely productive. It’s not some flash in the pan, either. It’ll last for decades, and I mean MANY decades. It’s part of the rebirth of the U.S. energy industry. It’s going to change the nation, and in a very good way, I suspect.

For many reasons, the history of nuclear power helps illustrate how new industrial and energy revolutions happen. It’s important because I believe we’re on the verge of a new industrial revolution in our own era. Graphite will play a key role in the future, too. And you can be sure there are companies set to profit.

You need to own gold and silver. This is something that I’ve been saying for many years to my paid-up readers. Precious metals are one way to preserve your wealth in an era of inflation. Indeed, it’s not too late to start accumulating gold and silver.

If you follow the shale gas sector, you likely saw the news last week that several major players are cutting back on their drilling programs. This is an important trend in America’s energy boom. With depressed natural gas prices companies are shifting their focus to “wet” gas and the associated (profitable) byproducts. If you look at companies on the right side of this sector shift you’ll keep your portfolio free of unprofitable drillers, plus you’ll be set for profit.