Adam Rozencwajg: Inflation Will Come Roaring Back, Gold’s Tale, and Shale Oil’s Long Goodbye
Oct 18, 2025
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Gold is being remonetized, Western nations are broke and set to resume money printing, and the US is ignoring the fact that its shale oil basins are now all in decline, except for one, and that one is barely hanging onto ‘growth’ due to just four counties. It’s a perfect storm formed by geological realities and financial narratives that might as well be Fairy Tales.
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