Energy
07/26/2024
Exciting developments are unfolding in the global oil and North American natural gas markets, presenting a unique opportunity for investors willing to take a contrarian approach. We believe there is...
07/18/2024
Adam Rozencwajg teamed up with WTFinance podcast host Anthony Fatseas to delve into the looming Monetary System Revolution. In this intriguing episode of the WTFinance podcast, the discussion...
05/22/2024
Adam Rozencwajg, Managing Partner at G&R, recently joined the MacroVoices podcast, hosted by Erik Townsend and Patrick Ceresna, to provide insightful updates on the energy markets, precious metals...
05/08/2024
Where does G&R stand on Bitcoin? Does Bitcoin deserve a place in a diversified portfolio along with gold? Adam Rozencwajg, CFA, answers these questions and many more on investing in gold, silver and...
04/17/2024
Electric vehicles (EVs) have been widely hailed as a key part of the transition to green energy, but are they helping as much as we think they are? Adam Rozencwajg, CFA, spoke with Charlotte McLeod...
03/07/2024
Challenge Accepted: Convince Me in 15 Minutes That Uranium is in a Bull Market. Joining the engaging podcast, Convince Me in 15 Minutes, Adam Rozencwajg makes a compelling argument for the promising...
02/16/2024
"Wouldn't a recession and continued economic weakness reduce energy demand and thus be bearish for oil and gas prices?" This is a common question that frequently arises during discussions on the ...
02/09/2024
The Permian shale oil basin is very close to peaking out. When it does, everything changes for the US and the world. "Everyone thought 2019 was the all-time high for Energy and Oil demand and that...
01/19/2024
The article below is an excerpt from our Q3 2023 commentary. North American natural gas is the cheapest energy molecule on the planet by as much as 75%. Over the next twelve months, we believe this...
01/05/2024
As Natural Resource Investors, we aim to keep investors informed of what is happening in the commodities and natural resources sectors so that you can make informed investment decisions. In 2023, a...