My view is the current economic growth and asset bubbles is a...

My view is the current economic growth and asset bubbles is a manifestation of low interest rates and increased money supply. We have seen a debt binge and subsequent malinvestment the world has never seen before. The end of quantative easing, increasing interest rates and lastly increasing energy prices may be untenable for the world economy. The only solution is more quantative easing, currency debasement then eventually a currency reset and debt holiday. When this plays out and how I have no idea but gold is a good portfolio insurance. Much like O and G, gold miners are unloved and some mispriced.
For Oil I would prefer a nice slow rise rather than a spike which may crunch the world economy. The can may be kicked down the road for a good few years more and lots of money to made between now and then.