Sean Corrigan On The Inflationary Diabolus Ex Machina, And Bernanke As The Modern Incarnation Of Shiva, the Shatterer of Worlds

This is a really excellent (long) writeup, focusing on inflation and commodities. There is much good data in chart form, as well as eloquent prose, as Corrigan comes to the conclusion: ``Though commodities will be anything but a one- way bet in such a world--particularly during the painful transition away from the current regime in which they have been acting as quasi-equities -- they are, however, likely to re-assume the part of antithesis to paper assets and hence to perform the dual-role of being both heralds of, and partial protectors from, the increasingly abrupt inflationary outbursts which seem set to define the next few cycles of Boom and Bust.''