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Can Gold Withstand the Liquidity Drain? | Sean Fielder
Forward Guidance
The Revaluation of Oil and Gas Prices
Right now, you have natural gas at Henry Hub in the United States trading between seven and eight dollars. In 2020, you had unsustainably low prices for oil and gas. You had companies being valued on the idea that they weren't ever going to achieve a sustainable price for their oil and gas reserves. And so we were able to buy some of those companies at these very distressed prices back in 2020 and get over the last two years we've seen a nice revaluation of those companies.
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