Year-end review: systemic risks and strategic opportunities in the 'Roaring Twenties', with focus on natural gas, water, and bitcoin.
Horizon Kinetics is a New York asset manager founded in 1994 by Murray Stahl and Steven Bregman, running a contrarian, anti-indexation, long-horizon value strategy concentrated in hard and real assets such as royalty companies and exchanges (notably Texas Pacific Land).
2024年年终评论:分析了“咆哮的二十年代”中的系统性风险和战略机遇,重点关注天然气、水资源和比特币。
Year-end review: systemic risks and strategic opportunities in the 'Roaring Twenties', with focus on natural gas, water, and bitcoin.