For gold to go up we need inflation to set in. Printing dollars...

For gold to go up we need inflation to set in. Printing dollars to replace money in banks that was lost on falling house prices will not cause inflation until house prices go back up.

That's because the money only gets back into circulation when people again begin borrowing against the increased value of their homes to spend on more goods.

If home priced take a long time to improve that inflationary effect may not be noticeable.

The US plan for digging themselves out of this hole appears to involve reducing their dependence on imported oil. The plan is to generate more electric power and to use it to power transport instead of oil.

The main implementation of this plan is the plug in electric vehicle and more nuclear-electric power generation. That's because the alternatives are either CO2 intensive or can't deliver enough base load electric power.

Will this plan work? If it is cheaper to own an electric car rather than a gas guzzler it might work. A tax on oil and subsidies on electric vehicles would help the plan also.

That's because all the oil money going to the middle east would instead be spent on the local electric vehicle industry, thus creating more jobs in the US.

What companies will benefit from this? Based on existing technology, it appears uranium and lithium producers will be the big winners.