In our latest quarterly commentary, we took a close look at an investment theme that has much — we’d say too much —momentum behind it: Green energy. The full commentary is worth a read for anyone..

We believe we are on the cusp of a global energy crisis. Like most crises, the fundamental causes for this crisis have been brewing for several years but have lacked a catalyst to bring them to..

“Given silver’s huge move in the last six months, gold and precious metals could now go through a potential correction phase within a larger bull market.” 

In gold bull markets over the last 50..

A return of inflation could wreak havoc on many investors’ portfolios, especially those heavy in fixed-income securities. In 2020 we wrote extensively on how the Fed’s actions and the CARES Act..

The Archives from Real Vision recently re-released this classic interview from 2018 featuring Leigh Goehring and legendary financial writer Jim Grant. Their conversation revolves around the..

Back in 2Q 2020, amid rapidly slowing drilling activity, a significant historical development occurred in the US shale patch. In previous drilling cycles, sharp slowdowns in activity produced..

The short answer to this question is: more than index levels of 2-3%.While many institutional investors and financial advisors divide their equity exposure by market cap, style and geographic..

Managing Partner Adam Rozencwajg was recently interviewed on Mining Stock Education, a website and podcast dedicated to natural resources and precious metals education and investing.

During this..

In case you missed it, last week Managing Partner Leigh Goehring was fortunate to spend some time with Jesse Felder on his popular podcast Super Investors and the Art of Worldly Wisdom. Mr...

By Leigh Goehring

“Bonds are so popular that $15 bn of sovereign issues trade with negative yields – a first in 4,000 years of financial history.”

In part one of our story about Schlumberger, we..