Bill Bonner, venerable voice of reason (with a touch of doom), at The Daily Recokoning, looks long term at gold, the markets, and the end of the depression.

Billionaire Texas financier T. Boone Pickens‘ BP Capital commodity fund dropped in value by 34% in July, according to figures obtained by the New York Post.

Fortunately for Pickens, he has a plan to move away from volatile oil. It’s called the Pickens Plan. It involves converting US cars to run on natural gas instead of petroleum and devleoping a massive wind farm in Texas.

Floyd Brown at Investment U says Pickens has a history of being in the right place and the right time and profiting handsomely. Floyd has picked four stocks to help you follow Pickens’ lead into natural gas and wind energy…