Not only would gold companies benefit from any rises in the price of the commodity itself, but many senior miners are now using a portion of their cash flow to pay dividends, Holmes said.

FORBES: Connect

Although the Fed may on its own go for another round of quantitative easing, higher commodity prices are beginning to flow through into growth-choking price increases in gasoline, autos, and other consumer goods.

FORBES: After Two Years Of Keynesian Stimulus, The Growth Deficit