From Seeking Alpha:

Crude oil has made its way to $60 per barrel. You can't go from $35 per barrel to $60 per barrel without an underlying investor belief in the eventual return of genuine global demand.

Similarly, the Powershares DB Base Metals Fund has risen 25% in 2009, suggesting a resurgence in demand for aluminum, zinc and copper. In essence, people around the world are producing goods.

And streetTracks GoldShares has held steady near the $90 level for most of the year, suggesting that $900 per ounce gold is...

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