The devaluing of the US dollar and massive injections of credit of the Obama administration to curb the downturn means the commodities trade is back on with a vengence.
Further, China is stockpiling oil and coal and other raw materials at current depressed prices.
With these two tail winds, I am long on oil and natural gas. I am playing oil with AET.un and USO. Gas, I am playing with UNG and KWK.