BAL: (cotton) Path Dow Jones-UBS Cotton Subindex Total Return ETN
CPO: (corn) Corn Products International, Inc
GLD: (gold) SPDR Gold Trust (ETF)
You decide.
Remember, it's not just us, American, had trouble with weather and harvest after.
Chinese who are one of the largest importer of US cotton and US corn, got in huge trouble as well.
This means higher demand. (like you need explanation)