Adam Rozencwajg: The Greatest Energy Shock in History Is Unfolding

The US-Iran negotiations are going nowhere, Trump is growing impatient, and oil executives are sounding positively doomerish. Currently, there’s no end in sight. Plan accordingly.Click Here for the Full Episode

There be whales and elephants swimming and stomping through the markets. When big money moves, it’s our job to figure out why and how to position ourselves accordingly. This is wildly important.Click Here for the Full Episode

Are we in a blow off top? Can the AI-fueled earnings be believed? Can the prospect of both war and peace be stock market bullish? All this and much more in this week’s Finance U episode.Click Here for Peak Financial Investing

Time to talk to a calm, measured, highly-experienced oil and gas resource investor about it all…the Devil is truly in the details.

Trump’s Iran options: ‘bad’ negotiations or ‘worse’ escalation, amid an oil crisis risking a global depression.

We’re almost out of time. The US has to get the Strait of Hormuz open, one way or the other, before its own inventories of oil and refined petroleum products are depleted. By the end of May is the word on the street.

Urgent warnings about credit markets from Hank Paulson and Jamie Dimon deserve your attention. And the looming set of nested supply and inflationary shocks are being met with more money printing by the Fed.Click Here for Peak Financial Investing

Even if the Strait of Hormuz reopens tonight, the damage has been done and it’s a lot worse than most people understand. Here’s the math… and the truth.Click Here for the Full Report

Equity markets are signaling the usual thing during a war: lots and lots of excess liquidity from “somewhere.” But this time, the loss of oil and NG from global markets means that physics has entered the room. I should point out that physics remains undefeated.Click Here for Peak Financial Investing

We’ve entered a New Normal for US equity markets where fundamentals no longer seem to matter. Nor the reality of a a global disruption in energy and raw and intermediate products such as sulfur, aluminum, urea, helium, and ammonia.Click Here for Peak Financial Investing