Commodities are and always will be a cyclical market, asserts Chris Berry. That's why he's not sweating disappointing stock performance. But the self-described long-term bull on energy materials has big plans on how to play growth in the developing world, and he insists that now is the time for investors to position themselves ahead of an upswing.
Tungsten just doesn't have the sex appeal that made investors fall for the rare earth story. But maybe that's its trump card, considering the boom/bust cycle that swept rare earths didn't touch tungsten's slow, steady price increases.
Prices for rare earths and some rare earth mining stocks are showing positive price action following China's crackdown on illegal mines. But is this the beginning of a sustained recovery, or just a temporary blip on the screen?
Quantitative easing has created new problems for commodity investors—the systemic distortion of the true supply-demand for commodities. What is a long-term investor to do? In this interview, Chris Berry lays out his strategy for profiting from a QE-distorted reality.
In this interview, Jack Lifton tells us how a non-Chinese international rare earth toll refinery would get separated rare earths downstream more efficiently, while simplifying miners' business plans. Find out which companies could be part of the solution.
The recent drop in gold prices is a confirmation, or a revelation, to investors of the battle between the physical and paper gold markets. Here, Brien Lundin predicts the timing of a handoff from Asian physical demand to Western speculative demand.
Jordan Roy-Byrne was able to achieve some marked success in last year's choppy market by buying growth-oriented producers. After the broader market tops out, he is watching for the same stocks to outperform again.