Inflation is now running at 40-year highs. Natural resource stocks were top performers in 2021 and their leadership has continued into 2022.Could the 40-year bull market in bonds be coming to an end?
The US CPI grew at 7.1% in the fourth quarter of 2021 signaling the highest inflation in 40 years. Nearly three years ago, Bloomberg Businessweek proclaimed the “Death of Inflation” on its cover –...
Over the past 18 months energy prices went from an all time record low (negative oil prices) to an all time record high ($40 per mmbtu European natural gas). The energy crisis we had predicted is now...
![[Video] Rising Gas Prices vs Battery Costs](https://blog.gorozen.com/hubfs/Blog/2021.12%20GR%20Bog%20%23303%20-%20Video%20Replay%20-%20Rising%20Gas%20Prices%20vs%20Battery%20Costs%20-%20LinkedIn.png)
With gas headed toward $2/Litre, can an electric future really balance the scales? On December 8, 2021, Adam Rozencwajg was one of the featured experts at the Driving into the Future virtual auto...
We are excited to be one of the featured experts at the Driving into the Future virtual auto event brought to you by TOYOTA.
Managing Partners Leigh Goehring and Adam Rozencwajg recently hosted a video conference call along with Stacy Havener, CEO and Founder of Havener Capital Partners. During the event, they discussed...
![[Podcast with Financial Sense] Copper Has Years Left to Run](https://blog.gorozen.com/hubfs/Blog/2021.06%20GR%20Blog%20238%20LinkedIn.png)
Managing partner Adam Rozencwajg was recently featured on Financial Sense Wealth Management’s popular podcast to discuss the supply and demand backdrop for copper, and why we’ll likely see higher...
“Jefferies published a research note entitled “Are EVs as ‘Green’ as They Appear?” in which they conclude an electric vehicle must be driven 200,000 km (or 124,000 miles) before its “whole of life”...
Prior to 2005, few investors paid any attention to issues related to copper depletion. The reason was simple: the average reserve grade and head grade (that is, the quality of the ore being mined) of...
Investor euphoria has exploded across all types of asset classes and is bordering on mania for a select few. Market participants talk of bubbles everywhere.Well, here is the anti-bubble. As value...