I think the real question is *what* the bubble is, not which sector.
I’m not sure I understand how there could be a bubble in commodities themselves, unless folks start hoarding corn and oil. Dotcom was a stock bubble and didn’t create inflation of anything except the ultimately worthless paper. The housing bubble resulted in inflation of hard assets, on the other hand.
I suspect if the next bubble is in the energy sector, it will be another stock bubble. Particularly amongst ‘green’ energy companies.
