After an extended period of underperforming gold as a commodity, Goldcorp (GG) and other miners have shown small signs that they are ready to battle back. Against a backdrop of Alcoa's (AA) earnings, Chinese inflation data, and other global macroeconomic news, early signs of a structural shift look possible.

In the below video, Motley Fool contributor Doug Ehrman discusses the position of the miners relative to the commodities market, and how to position yourself to benefit as shifts in that position occur.