Great chart here from Bloomberg comparing consumer expected inflation and commodity prices. Clearly not a 1:1 correlation, but interesting nonetheless. As I said last week I think natural gas is attractive near $4. Many nat gas stocks are also being sold off relentlessly.   Commodities, primarily those related to natural gas, look very attractive at these levels for those with a longer time horizon.

[singlepic id=70 w=320 h=240 float=]

Click for larger image