If you’ve been waiting on the investing sidelines for the right time to re-enter the market, let me be the first to tell you IT’S GO TIME!

Don’t get me wrong, I’m not naively recommending you dive into all facets of the market.

Instead one sector that we cover often in these pages is a screaming buy right now…

Listening to last week’s news you wouldn’t know the U.S. shale gas revolution is a screaming buy. If anything you’d think the opposite.

Last week we discussed how the U.S. Department of Energy lowered its estimate for total recoverable resource from the Marcellus shale deposit from 410Tcf to 141Tcf.

But while some investors incorrectly digest last week’s announcement and write the shale boom off, I beg you to read the writing on the wall — this is the hottest long-term opportunity the market has to offer.

“Natural gas being extracted from the shale two miles underneath us is providing jobs, energy independence and, to the surprise of many, tax revenues — $1.4 billion in state and local taxes during 2009-10 alone” says the president of the Pennsylvania-based Greater Lehigh Valley Chamber of Commerce, T. Anthony Iannelli.

Iannelli isn’t the only one encountering these optimistic results. Halfway across the country we hear similar news…

“Colorado controls 10 percent of the nation’s shale gas reserves and nearly 2 percent of its crude oil reserves, fuel that could provide clean power to our state and country for years to come. In the long term, increasing domestic production of oil and gas will lead to a more prosperous Colorado” the Denver Post reports.

“In Colorado” the article continues “the oil and gas industry supports more than 107,000 jobs and contributes $31 billion to our state’s economy. Plus, the average oil and gas wage is twice that of the average Colorado job.”

This domestic oil and gas trend is sweeping the nation. State budgets are getting much needed tax revenue. Unemployment rates are starting to fall precipitously. And what used to be depressed economic areas are perking up.

Like the story I’m hearing out of one Ohio county this week…

“People in the county are starting to get money from land leases. People are buying trucks and things they normally wouldn’t have bought,” says Mike Knowlton, the owner of a local Ford/Mecury dealer.

“There’s more optimism” he says, “we feel we’re on the front end of this. We think it’ll get better.”

The same economic boom is being felt across several counties — rents are rising, car sales are booming, tax income is increasing and jobless rates are improving.

“The thread tying the local counties together” the West Virginia based Wheeling News Register reports, “is the natural gas drilling industry.”

Back to my point above, the shale gas boom hasn’t lost any steam — in fact, it’s still gaining it!

Case and point, along with the local stories above, take a look at this…

The info-graphic above comes from the very same report that the U.S. Energy Information Administration (EIA) released, where it downgraded its Marcellus estimate.

Just so you can get an idea for what I’m trying to convey, put you hand over the top, grey area for “shale gas” (works best with your right hand.)

When you cover that section the natural gas outlook for the U.S. is grim — it means we’re all paying more for heating and electricity. When you cover that section the U.S. is a major net natgas importer — consuming over 23Tcf per year. When you cover that section the jobs and the excitement that you read in the local stories above goes away.

Now take your hand off of that grey area.

The shale gas boom in America has single-handedly changed our energy outlook, for the better. And it’s not some small short-term burp on the screen, either. This boom is going to last throughout many of our lifetimes.

Today, though, it provides us with a concrete investment opportunity. A juicy long-term opportunity, right here in our backyard no less! It’s my hands down favorite investment for you.

Here’s something I bet you didn’t read in the news last week: even with the downgrade in EIA Marcellus estimates companies have not scaled back their production statistics. Nor have they altered their future cash-flow models.

In essence the only thing that last week’s announcement has provided is another buying opportunity for me and you to pick up some of these shale gas companies. The best of which will provide us with maximum growth over the next decade.

If you’ve been waiting on the sidelines for a reason to jump back into the long-term buy and hold equities market, this is it.

I’ll be back with more soon.

Keep your boots muddy,

Matt Insley

Matt Insley

The Managing Editor of the Daily Resource Hunter, Matt is the Agora Financial in-house specialist on commodities and natural resources.  He holds a degree from the University of Maryland with a double major in Business and Environmental Economics.  Although always familiar with the financial markets, his main area of expertise stems from his background in the Agricultural and Natural Resources (AGNR) department.  Over the past years he’s stayed well ahead of the curve with forward thinking ideas in both resource stocks and hard commodities. Insley's commentary has been featured by MarketWatch.

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At The Daily Resource Hunter , we take a fundamentally different approach to research. With our boots on the ground, we travel the world looking for the most lucrative resource, energy, an precious metals opportunities. Each business day we call on our stable of world-class writers and thinkers to show you how to get ahead.

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