Anadarko Petroleum announced a massive $5 billion share buy back on Monday. The oil and gas exploration and production company's shares are beginning to look compellingly valued at present as management continues to pare back debt and ramp up capital spending.

Oil prices have resumed their northward climb. And inflation has returned to the American lexicon for the first time in decades. For U.S. consumers, there’s no way to dodge the financial fallout of that economic one-two punch.