What do you think?Just my thoughts....
Gold and the US $ are up, while energy and metal commodities are down to listless for a reason. I believe the world Central Banks and other holders of US debt are protecting their interest by buying the US $ while gold is making up for years of neglect. For a short time the lower price of hard commodities - other than the prime precious metal - will keep world economies working. Metal commodities fell considerably more than the US $ rise.
I feel that the developing economies and the BRICS will eventilly push hard commodities up considerably, then after some time the US and Europe will push them further. Japan should be in redevelopment mode real soon.