Real assets

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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