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.
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.
Self-help manuals tell us that what we focus on, we manifest. This is certainly true for rare earth elements enthusiast Chris Berry. Where some see a spiraling global economy and stagnation, Berry sees an emerging world with four billion people hungry for new technologies .
The founder of House Mountain Partners is not only unconcerned with graphite's price softness – he's even more confident in his long-term "super cycle" thesis. But not many graphite companies are ready to supply a global market.
Molycorp's poor performance has impacted the entire rare earth sector. Until the rare earth element "super-cycle" gains steam again, investors need to reset their expectations says the founder of House Mountain Partners.