The article below is an excerpt from our Q1 2025 commentary. Back in 2018, we posited that financial players—ever alert to overlooked corners of the commodity world—would emerge as a dominant force...
“Few challenges to the Federal Reserve independence have ever matched the drama of Dec. 5, 1965. Fed Chaiman William McChesney Martin Jr. had just convinced the Board of Governors to raise the...
You could say that natural resources run in Leigh Goehring’s blood. The son of two oil and gas engineers, Leigh has spent nearly his entire life studying markets and investments related to...
Unlocking opportunity in an overlooked sector.Adam Rozencwajg, Managing Partner at Goehring & Rozencwajg, returns to The Value Perspective podcast for a deep dive into commodity investing.He covers:
Concerns about a global supply glut and an uncertain demand outlook continue to weigh on crude prices. Commodity experts Wasif Latif and Adam Rozencwajg share their insights on MarketWatch on what’s...
The article below is an excerpt from our Q1 2025 commentary. “In just 15 years, shale companies have increased U.S. oil production by about 8 million barrels of oil a day. The boom reduced the...
In a recent interview with the Investing News Network, Adam Rozencwajg, Managing Partner at Goehring & Rozencwajg, shared his latest insights into the precious metals and energy markets, including...
Is the next major commodities cycle already underway? Adam Rozencwajg, Co-Founder and Managing Partner at Goehring & Rozencwajg, joins Ed Coyne of Sprott Radio for a timely conversation on the...
A Global Market Shake-Up: Why Rozencwajg Says Real Assets Are the FutureIs a new commodities supercycle already underway? According to Adam Rozencwajg, Managing Partner at Goehring & Rozencwajg, the...
The article below is an excerpt from our Q1 2025 commentary. Has the Great Commodity Bull Market Quietly Begun? It is beginning to look that way. The signs are not yet shouted from the rooftops,...