Mike recently presented the attached paper (here) at the Association of Quebec Mineral Exploration (AEMQ) Conference in Montreal. In it, he looks more closely at where we are in this bear market for resources and more importantly, why we´re here. Finally, he looks at some possible solutions and time frames for recovery.
We are gearing up for two trips to Europe in November (Munich, Geneva, Zurich, and Frankfurt) and December (London) and will be back shortly with details.
See see attached PDF to view Dr. Michael Berry´s presentation.
Dr. Michael Berry
Co-Editor of the Disruptive Discovery Journal
Michael Berry was born in Colombia, raised in Canada and has now lived in the US for many years. After earning a Ph.D. from Arizona State University (specializing in investment finance), he was a professor at the Colgate Darden Graduate School of Business Administration at the University of Virginia. He followed winning the Wheat First Endowed Chair at James Madison University in Harrisonburg, Virginia. Over time his career evolved into managing small and mid cap value portfolios for Kemper Scudder and Milwaukee based Heartland Advisors. During the past 8 years he has been a guest lecturer at the Federal Reserve twice each year and in 2010 he testified to U.S. Congress on natural resource policy, specifically strategic mineral supply chain development. Please visit www.discoveryinvesting.com and www.house-mountain.com for more information and registration for free newsletter as well as his disclaimer.
President of House Mountain Partners LLC and Co-Editor of Disruptive Discoveries Journal
Chris Berry is a well-known writer, speaker, and analyst. He focuses much of his time on Energy Metals those metals or minerals used in the generation or storage of energy. He is a student of the theory of Convergence emanating from the Emerging World and believes it will have profound effects across the globe in the coming years. Active on the speaking circuit throughout the world and frequently quoted in the press, Chris spent 15 years working across various roles in sales and brokerage on Wall Street before shifting focus and taking control of his financial destiny.He is also a Senior Editor at Investor Intel. He holds an MBA in Finance with an international focus from Fordham University, and a BA in International Studies from The Virginia Military Institute. Please visit www.discoveryinvesting.com and www.house-mountain.com for more information and registration for free newsletter as well as his disclaimer.
Our Thinking and What We Do
We are believers in the theory of Convergence. As the quality of life between East and West slowly merges due to advances in technology, continued urbanization, and changing demographics, opportunities across numerous industries will arise which we can take advantage of. We aim to point out the strategic opportunities in the commodity space which arise from these themes.
Throughout history, no society has sustained a higher quality of life without access to cheap commodities or materials. As global population increases, putting stresses on resource availability, efficiency and technology must come to the fore to continue to provide for a higher quality of life. The looming convergence of lifestyles between the emerging world and the developed world is a fact we must all understand and accept in order to chart a sustainable path forward for humanity.
The Disruptive Discoveries Journal is a free weekly newsletter we write focused uncovering and interpreting both the opportunities and challenges in the natural resources, nanotech, and clean tech sectors resulting from the belief mentioned above.
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