The 40-Year Odyssey of Schlumberger

09/25/2020

By Leigh GoehringThe FANG stocks are today’s investment craze. For comparison’s sake, consider Schlumberger’s odyssey from 1962-1980. From its initial public offering on the NYSE in 1962 to its..

Approaching an Incredible Crossroads

09/18/2020

Recently, Leigh Goehring presented at the Citywire World of Boutiques virtual event. The title of his webinar was: On the Cusp of a New Commodity Cycle. In the presentation, one of the concepts he..

Global Oil Demand and the Impact of Emerging Markets

09/03/2020

“Over the past decade, there has been a chronic bias in the IEA estimates for non-OECD demand, and we believe this time is no different. Our models suggest that emerging market oil demand has held..

The Rally in Gold Continues

08/12/2020

“Even adjusting the Fed’s balance sheet for excess reserves (a debate in and of itself), we believe today’s balance sheet justifies a gold price in excess of $15,000 per ounce on the low side or..

The Gold-Oil Ratio Revisited

07/08/2020

As proof we live in interesting times, just consider the gold-oil ratio over the last few months. Because of the impact of COVID-19 on the global economy, the gold-oil ratio has reached the..

Are We Poised for a Natural Gas Rally?

06/24/2020

We may be near the end of the twelve-year bear market in natural gas. Although we have mostly stayed away from natural gas stocks over the last several years, we continue to follow the market..

G&R In the News

06/17/2020

The Managing Partners here at Goehring & Rozencwajg have historically been relied on to provide perspective on an array of natural resource-related topics. For your reading interest, below is a..

Are We Entering a New Paradigm of Inflation?

06/09/2020

During a recent client call, this question on inflation was posed to G&R Managing Partner Adam Rozencwajg, CFA:

“Over the past 40 or so years, we've been in a period of declining real interest..

[Podcast] Adam Rozencwajg Featured on Financial Sense

01/31/2020

Goehring & Rozencwajg (G&R) managing partner Adam Rozencwajg believes oil prices could rise to $80/barrel and higher this year and that natural resource equity investments are radically..

[New Podcast] Leigh Goehring and Adam Rozencwajg join Grant’s Current Yield Podcast

12/02/2019

Leigh Goehring and Adam Rozencwajg were recently featured on Grant’s Current Yield Podcast, where they spoke with Grant’s Interest Rate Observer founder Jim Grant and Deputy Editor Evan Lorenz.

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