“The extreme bearishness towards energy related equities reminds us of the precious metals markets back in the late 1990s.”
After extensive weakness in both Q2 and Q3, natural resources enjoyed..
Goehring & Rozencwajg (G&R) managing partner Adam Rozencwajg believes oil prices could rise to $80/barrel and higher this year and that natural resource equity investments are radically..
In a previous post, we talked about how over the last nine years, the largest source of U.S. natural gas supply growth has come from the Marcellus shale. The Marcellus produces 22.5 bcf/d,..
The shale gas revolution began in earnest in 2005. Even though the shales were being aggressively developed, shale gas production in 2010 still represented only 20% of US supply. Of the 21..
G&R Managing Partner Adam Rozencwajg was recently featured on BNN Bloomberg’s Weekly program with Andrew McCreath. During these two segments, Adam discusses an array of energy-related topics, such..
Leigh Goehring and Adam Rozencwajg were recently featured on Grant’s Current Yield Podcast, where they spoke with Grant’s Interest Rate Observer founder Jim Grant and Deputy Editor Evan Lorenz.
Often at the bottom of intense, grinding bear markets or the top of bull markets, investors will create a narrative to help explain the extreme price action. Today, the prevailing consensus view..