Prepping for Cap and Trade effects

[Timothy W.]

Alright,
As wrong as it is, it's a reality. No use pissing and moaning - we're going to have to deal with it. What exactly does it mean for us and what exactly are we going to have to do? I've moved my portfolio away from anything where I cover utilities anyway. Nevertheless, all commodities will raise in price because of this in the face of massive amounts of printed money...

Is it time to re-examine certain commodities markets to protect the value of dollars today because of the inevitable increased costs of getting it out of the ground?

Tim