Goehring & Rozencwajg Team
09/29/2023
The article below is an excerpt from our Q2 2023 commentary. We believe oil is on the verge of a sharp rally. As we write this, West Texas Intermediate and Brent trade for $84 and $87 per barrel,...
09/22/2023
In this episode, Adam Rozencwajg joined Jacob Shapiro of the Lykeion Channel for an inaugural episode of "The Geopolitics of Commodities".Adam and Jacob discuss a wide range of topics including...
09/14/2023
The article below is an excerpt from our Q2 2023 commentary. Why has uranium rallied while every other energy commodity has collapsed? Over the past twelve months, spot uranium advanced 12% while...
09/07/2023
The article below is an excerpt from our Q2 2023 commentary. Commodities and related natural resource markets were broadly weak in the second quarter. Investors remained concerned about a global...
08/31/2023
The article below is an excerpt from our Q2 2023 commentary. Gold is no different than any other asset class: it becomes popular, rises in price, is overvalued, and ultimately represents a poor...
08/24/2023
The article below is an excerpt from our Q2 2023 commentary.Picture it, if you will: December of 2029. In a dimly lit private dining room, the sound of cutlery clinking blends with spirited...
08/10/2023
The article below is an excerpt from our Q1 2023 commentary.We are using the 1970s as an analog for precious metals this decade. So far, it is proving to be prescient. By 1974, silver had...
08/03/2023
Are we in a commodity supercycle? In this episode, Adam Rozencwajg, Managing Partner at G&R, joined UBS's Paul Stefansson to explore the future of the commodity market and how the energy transition...
07/27/2023
Leigh Goehring, Managing Partner at G&R, recently joined the MacroVoices podcast, hosted by Erik Townsend and Patrick Ceresna, to provide an insightful update on the global food crisis. This crisis...
07/24/2023
The article below is an excerpt from our Q1 2023 commentary.In 2016, we published the following chart comparing commodities to the Dow Jones Industrial Average. Mr. Gundlach of DoubleLine had issued...