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Adam Rosenzweig
Energy fund co-founder (whisper heard Garen and Rosenzweig; org spelling unverified)
First call on the ledger
No calls filed yet. Quotes in curly quotation marks are verbatim; everything
else is a labeled paraphrase. Every call links its original source. Before you trust the call, check the record.
Where they stand
Views on the record but not scoreable bets: no single number and deadline to grade. Shown in their exact words, never scored.
his core claim on energy markets. fund manager talking his book, disclosed
“Investors in the market in general have been unbelievably complacent about the global energy picture”
WTI crude since this was said: ▲ +1.9% · 82.61 → 84.19 · as of 2026-07-29
the drawdown he sees ahead
“we have a lot, lot more to come in terms of inventory draws”
WTI crude since this was said: ▲ +1.9% · 82.61 → 84.19 · as of 2026-07-29
normalization lag even if the strait reopened today. consequent of a stripped conditional; keep the hypothetical attached
“it would take another two months”
WTI crude since this was said: ▲ +1.9% · 82.61 → 84.19 · as of 2026-07-29
Follow Adam Rosenzweig
One short email when Adam puts a new call on the record, and when a verdict lands on one. Plain words, free.