G&R Blog

“The physical commodity markets and the natural resource equity markets are telling two drastically different stories.” At Goehring & Rozencwajg, we are deep-value, contrarian investors. For nearly...

True value investors, Adam Rozencwajg and his partner Leigh Goehring believe the best time to find value in the natural resources space is when commodity prices become disproportionately depressed,...

“A Trend Will Continue Until It Can No Longer.” This saying ultimately has two related meanings. First, a trend may persist far longer than reason or logic would dictate. Second, the trend will...

“What will end the current period of commodity undervaluation? We are more and more convinced that it will once again be related to a shift in the global monetary regime, such as the potential...

Gold prices recently rose to more than $1,400 per ounce. Is this a fluke or could prices actually rally to over $10,000? In this ten-minute video, our very own Leigh Goehring discusses the factors...

On July 23rd, Leigh Goehring was a guest on theInvest with James Westpodcast series hosted by James West, Senior Managing Director & Partner at Evercore ISI.

“We believe we are potentially entering a significant period of decreased sunspot activity, with resulting severe weather implications.” What is a sunspot and how does it affect the earth’s...

We recently pointed out that while it may sound unorthodox, no one has even dared ponder what the effects of a global cooling period would have on crop conditions. If the warming of the past 70 years...

“As the weather has become warmer and warmer over the last 70 years, the global grain harvest has become larger and larger.” One of the great arguments put forth by a huge number of economists,...

We sincerely appreciate your continued interest and support of our market insights. Below we recap our 3 most popular blog posts of the first half of 2019.