Inflation and Magazine Covers (Part III)
06/22/2022The article below is an excerpt from our Q1 2022 commentary. On April 20th, 2019, Bloomberg/BusinessWeek magazine published an issue entitled “Is Inflation Dead?” with a dead dinosaur prominently..
The article below is an excerpt from our Q1 2022 commentary. On April 20th, 2019, Bloomberg/BusinessWeek magazine published an issue entitled “Is Inflation Dead?” with a dead dinosaur prominently..
The article below is an excerpt from our Q1 2022 commentary. One of the most frequent questions we get asked regarding this commodity bull market is: “Have I missed it? Is it too late to make an..
Top Chart: Not only is the commodity bull market not over, it has hardly begun. This chart shows the returns of the Goldman Sachs commodity index versus the level of the US..
Adam Rozencwajg, CFA, Managing Partner at Goehring & Rozencwajg, joined the "Top Traders Unplugged" podcast as part of their Global Macro series. In this episode, The Dark Side of Renewable Energy,..
A sudden and unexpected event is about to take place: the global natural gas crisis, now gripping large swaths of the world, is about to engulf North America as well.Asian and European natural gas..
Tensions between Russia and Ukraine have thrown oil and gas prices into focus, but an energy crisis has been brewing for much longer than the war has been going on.In an interview with Investing News..
Massive price spikes are occurring in a number of critical commodities after Russia's invasion of Ukraine.In this Financial Sense Newshour Podcast (recorded March 8, 2022), Adam Rozencwajg shares an..
The article below is an excerpt from our Q4 2021 commentary. Without US liquefied natural gas (LNG), Europe may well have frozen literally to death this winter. We believe what is happening with..
The article below is an excerpt from our Q4 2021 commentary.
“The world has already passed ‘peak oil’ demand, according to Carbon Brief analysis of the latest energy outlook from oil major BP.” ..
Inflation is now running at 40-year highs. Natural resource stocks were top performers in 2021 and their leadership has continued into 2022.Could the 40-year bull market in bonds be coming to an end?
Stay informed with
Natural Resource
Market Insights
Goehring & Rozencwajg Associates, LLC. The information provided on this website is intended to provide the investor with an introduction to Goehring & Rozencwajg Associates, LLC. Nothing on this website should be construed as a solicitation offer, or recommendation to buy or sell any security or as an offer to provide advisory services. Information on this website is intended only for United States citizens and residents. Nothing contained on this website constitutes investment, legal, tax, or other advice nor should be relied upon in making an investment or other decision. Investors should always obtain and read an up-to-date investment services description or prospectus before deciding whether to appoint an investment advisor or to invest in a fund.
This material may include estimates, outlooks, projections and other “forward-looking statements.” Due to a variety of factors, actual events or market behavior may differ significantly from any views expressed. Investing entails risks, including possible loss of principal. Investments concentrated in natural resources involve a higher degree of risk than more diversified strategies. Past performance is no guarantee of future results.
Goehring & Rozencwajg Associates, LLC © 2021
ADV Part 3 - Form CRS | Cookie Policy | Privacy Policy