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Below are some of the most interesting articles, quotes and charts I came across this week. Click here to subscribe to our free weekly newsletter and get this post delivered to your inbox each Saturday morning.

As much as investors may want to believe otherwise, the environment has changed dramatically in recent years…

…and in such a way as to suggest that the long downtrend in commodities prices relative to equities has already come to an end.

In fact, the catalyst for a new primary uptrend in the ratio should be fairly obvious starting with the “scarcity of capex” in the commodities space amid a new boom in construction spending in recent years…

…and paired with the rapid and intentional devaluing of the primary currency used to buy them.

Not to mention that some individual commodities are a particularly good hedge for this sort of risk, a fact investors may soon come to appreciate.