Goehring & Rozencwajg Team
“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 may...
![[Video with Real Vision] Interview with Leigh Goehring and Jim Grant](https://blog.gorozen.com/hubfs/Blog%20Images/2020.11%20GR%20Blog%20221%20LinkedIn.png)
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 turning...
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 large...
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 region,...
![[New Mining Podcast] Oil to Outperform Gold Over the Next Six Months](https://blog.gorozen.com/hubfs/Blog%20Images/2020.10%20GR218%20Podcast%20Grapihc%20600x342.jpg)
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...
![[Podcast with Jesse Felder] The Generational Opportunity in Energy Stocks Today](https://blog.gorozen.com/hubfs/Blog%20Images/2020.10-GR220-linkedin.png)
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. Felder, a...
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...
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 peak...
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...