10/10/2018
Global grain markets continue to be on a knife’s edge. Because of extremely strong grain demand, any drop in record global grain yields will have huge impacts on global grain inventories, which are...
10/04/2018
Copper equities have pulled back significantly in the last six months and we believe that many offer excellent risk-reward characteristics.
09/25/2018
We believe gold today is undervalued and that a huge gold bull market could lie in front of us.
09/20/2018
For the third consecutive year, the only source of non-OPEC supply growth has come from the US shales. This trend will likely continue, although we believe shale production growth will likely slow.
09/13/2018
“In the second half of this decade total capital expenditures by the large oil and gas groups is projected to fall almost fifty percent to $443.5 bn from $875.1 bn according to Rystad Energy...” ...
09/07/2018
Many people don’t realize how far oil prices have climbed over the last two years. The price of West Texas Intermediate (WTI) crude oil has climbed from about $45 in September of 2016 to...
08/30/2018
Here at Goehring & Rozencwajg, we are value investors. We think the best time to find value is when investor sentiment is bearish, price is depressed, equities are cheap, and our fundamental analysis...
08/22/2018
US grain markets have found themselves front and center in the rapidly escalating trade war with China. Since the Trump administration announced two rounds of tariff increases on Chinese goods, the...
08/02/2018
Did you know? Over the last year, the S&P500 is up 14.37% while the S&P GSCI is up 30.04%1 Commodities is only an 8.9% weighting in the S&P5001 Energy is one of the best performing sectors in the...
07/03/2018
Below we recap our 3 most popular blog posts to date for 2018.