The Weekly Wrap

Bite-sized Musings to keep the Brain Juices flowing

#1 » Gold vs Oil

Goehring & Rozencwajg produce top notch research on the natural resources space, and just a couple of days ago, they wrote a piece titled “Gold vs Oil”. The contention here is that we are potentially seeing the green shoots of market leadership flowing from Gold to Oil.

I certainly think there could be a sea of opportunities come mid-2026…