When Rick Rule pairs lower grades, labor strife and inefficient mines with the relentless demand for platinum and palladium, his result is an investment thesis that could pay off for bullion and equity investors.
Self-help manuals tell us that what we focus on, we manifest. This is certainly true for rare earth elements enthusiast Chris Berry.
For resource expert Joachim Berlenbach, fund adviser with Switzerland's Earth Resource Investment Group, copper is shining brighter than gold—he even does some back-of-the-envelope calculations to show how global development could create a serious supply bottleneck.
Equal parts infrastructure, financing and compromise.
Most investors have a tough time standing apart from the crowd.
Research analyst says there's upside opportunity in junior developers.
Portfolio manager points to copper's historic levels as proof there are brighter times ahead for base metals.
Demand for rare earths remains; it's just a question of who can supply them first—and at what cost?