Adam Rozencwajg joined the Top Traders Unplugged podcast with hosts Niels Kaastrup-Larsen and Cem Karsan to tackle a pressing issue: the potential for an imminent monetary regime shift. The...
Leigh Goehring and Adam Rozencwajg, CFA, joined Jesse Day of VRIC Media and dived deep into the commodities markets, offering insights into key trends and investment opportunities. Key takeaways from...
Nuclear Power is Back—and Bigger Than Ever! Once a symbol of fear, nuclear energy is now the solution to our climate crisis. Big names like Microsoft, Google, Amazon, and Meta are diving into the...
Q3 2024 natural resources saw volatility: Natural gas inventories fell, oil faced a contrarian opportunity, coal stocks rebounded, precious metals surged, uranium saw supply concerns &...
The article below is an excerpt from our Q2 2024 commentary and was first published on August 22, 2024, ahead of Kazatomprom’s announcement on August 23rd. “Uranium Fever Backed by Bill Gates Betting...
The article below is an excerpt from our Q2 2024 commentary. Natural gas production is plummeting—a condition noted by almost no analysts. Between December 2023 and May 2024, U.S. dry gas supply has...
Prefer to listen to this article? Please click the play button above. The article below is an excerpt from our Q2 2024 commentary. We first unveiled this chart (shown below) in our 1Q2019 letter and...
Prefer to listen to this article? Please click the play button above. "Uranium Fever Backed by Bill Gates Betting on Nuclear Energy"~ Bloomberg 7/09/2024"One of The Last Holdouts, Australia Weighs...
Prefer to listen to this article? Please click the play button above. The article below is an excerpt from our Q1 2024 commentary. In the wake of the 1929 stock market crash and the Great...
Prefer to listen to this article? Please click the play button above. The article below is an excerpt from our Q1 2024 commentary. The following is an excerpt from an open letter written by John...