The article below is an excerpt from our Q2 2022 commentary. The pendulum continued to swing in favor of nuclear power during Q2. The Russian invasion of Ukraine has put national energy security..
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 –..
The Archives from Real Vision recently re-released this classic interview from 2018 featuring Leigh Goehring and legendary financial writer Jim Grant. Their conversation revolves around the turning..
Managing Partner Adam Rozencwajg was recently interviewed on Mining Stock Education, a website and podcast dedicated to natural resources and precious metals education and investing.
With gold prices rallying, is it still a good investment?
Should you invest in the physical commodities or in the equities of gold-producing companies?
What characteristics do a strong mining company..