Christopher Vecchio

And when you don't believe that anymore...

you're not going to want to hold U.S.

government debt because you don't trust the U.S.

government.

Both the East Asian economies and Europe are big energy importers.

So a spike in the cost of energy is very, very bad for them.

They have to adjust to the new realities, where they're going to have to make sure they protect their assets, both abroad as well as in the U.S.,