Energy
08/01/2024
Prefer to listen to this article? Please click the play button above. The article below is an excerpt from our Q1 2024 commentary. WTI Crude Oil1/1/1970: $3.182/15/1981: $34.301/1/2000: $25.55...
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...
