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They’re called ‘cyclical stocks’ for a reason. Generally, natural resources and commodities firms live and die by the underlying demand and prices for their production. And you can say the sector basically died in the wake of the Great Recession. Overcapacity and dwindling demand crippled many of the hard asset players. Profits and share prices plunged. Bankruptcies were commonplace. And there were plenty of dividend cuts as well. The metals and mining names were all but dead money for most of the last eight years or so.

But all of that is starting to change.

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