An ultimate peak in oil production is an inevitable consequence of a finite resource, and the gap will be sharply enlarged when it transpires.

FORBES: Dr Richard Pike (1950-2011) and Peak Oil

With oil becoming a scarcer resource every day, and no chance of plugging that gap through unconventional plays, Hummel thinks investors should move into energy service companies as well.

FORBES: Move up http://i.forbesimg.com t Move down

It is easy to see what Bernanke is missing: he thinks that low growth and high unemployment create some undefinable something called an output gap, which leads to other undefinables called resource slackness, and these undefinables protect us from inflation.

FORBES: What Gold Sees, and Ben Bernanke Does Not