My consistent take ...I think we may be at the beginning stages of a rally in commodities soon ... Oil is starting to move up and the Canadian dollar is somewhat stable which looks like it will start to move up too ... It takes time for measures to work, but IMO we will soon see the effects: i.e., of global interest rate cuts (plus likely more to come), dilution of U.S. dollar (bailout) ... investors may be starting to speculate that OPEC will cut production and that will contribute to rise in oil. Inflation will be upon us as well - IMO.