Even if the U.S. economy continues to struggle, oil prices seem destined to rise significantly at some point. Chinese crude oil demand is up 12% in the past year alone to 8.9 million barrels per day. Meanwhile, the yields on Barrow's oil and gas stocks are beating the tar out of Treasurys--to say nothing of the 0% yields investors are earning on gold.
http://www.forbes.com/forbes/2011/0117/ ... print.html