Real assets

Natural Resources: Inflation, Capital Cycles and ESG Distortions

Natural Resources: Inflation, Capital Cycles and ESG Distortions

02/14/2022
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?
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Is Inflation Necessary for a Natural Resource Bull Market?

Is Inflation Necessary for a Natural Resource Bull Market?

02/03/2022
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 –...
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The Energy Crisis is Here - What's Coming Next?

The Energy Crisis is Here - What's Coming Next?

01/06/2022
“Europe’s Energy Crunch Sparks Panic in Asia and Dash to Buy Fuel” Bloomberg, September 16, 2021“Europe’s Energy Crisis Is Coming for the Rest of the World, Too” Bloomberg, September 27, 2021...
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Will Gold Take a Breather?

Will Gold Take a Breather?

01/13/2021
“Given silver’s huge move in the last six months, gold and precious metals could now go through a potential correction phase within a larger bull market.” In gold bull markets over the last 50...
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[Video with Real Vision] Interview with Leigh Goehring and Jim Grant

[Video with Real Vision] Interview with Leigh Goehring and Jim Grant

12/04/2020
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...
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Where Has Shale Productivity Gone?

Where Has Shale Productivity Gone?

11/23/2020
Back in 2Q 2020, amid rapidly slowing drilling activity, a significant historical development occurred in the US shale patch. In previous drilling cycles, sharp slowdowns in activity produced large...
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[New Mining Podcast] Oil to Outperform Gold Over the Next Six Months

[New Mining Podcast] Oil to Outperform Gold Over the Next Six Months

10/22/2020
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. During this...
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[Video Interview with Real Vision] The Fundamentals of Gold Miner Equities

[Video Interview with Real Vision] The Fundamentals of Gold Miner Equities

08/27/2020
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...
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