Most of us Americans are so accustomed to a world of plenty; we have a hard time imagining a world of scarcity — much less making investments based upon this idea. But the energy markets provide a very powerful example of what happens when resources become less plentiful.

In the mad rush to blame speculators for high oil prices, our solons in Washington have inadvertently revealed a U.S.-centric, 20th century mindset.

We’ve been following the trend in food prices for quite a while. While we’re still diligently scouring the penny stock market for a way to invest, our resource expert, Kevin Kerr, is here with a little help on the subject.

As you can probably imagine, much of the recent discussion at Agora Financial is focused on what is going on with energy, commodities (soft and hard) and infrastructure. Prices for all of these items are on a tear.

Kevin Kerr shares the story of his own family’s trip to the U.S. while examining the resource problems we currently face. What do you think? Can we sustain an ever-rising U.S. population indefinitely?