In our Q4 2020 letter, we discussed how China had emerged seemingly overnight as one of the world’s largest corn importers. While China had become a large importer of soybeans 20 years ago, its corn...
Managing Partners Leigh Goehring and Adam Rozencwajg recently hosted a video conference call along with Stacy Havener, CEO and Founder of Havener Capital Partners. During the event, they discussed...
![[Podcast with Financial Sense] Copper Has Years Left to Run](https://blog.gorozen.com/hubfs/Blog/2021.06%20GR%20Blog%20238%20LinkedIn.png)
Managing partner Adam Rozencwajg was recently featured on Financial Sense Wealth Management’s popular podcast to discuss the supply and demand backdrop for copper, and why we’ll likely see higher...
We believe we are on the cusp of a global energy crisis. Like most crises, the fundamental causes for this crisis have been brewing for several years but have lacked a catalyst to bring them to the...
“Given silver’s huge move in the last six months, gold and precious metals could now go through a potential correction phase within a larger bull market.” In gold bull markets over the last 50...
A return of inflation could wreak havoc on many investors’ portfolios, especially those heavy in fixed-income securities. In 2020 we wrote extensively on how the Fed’s actions and the CARES Act may...
![[Video with Real Vision] Interview with Leigh Goehring and Jim Grant](https://blog.gorozen.com/hubfs/Blog%20Images/2020.11%20GR%20Blog%20221%20LinkedIn.png)
The Archives from Real Vision recently re-released this classic interview from 2018 featuring Leigh Goehring and legendary financial writer Jim Grant. Their conversation revolves around the turning...
Back in 2Q 2020, amid rapidly slowing drilling activity, a significant historical development occurred in the US shale patch. In previous drilling cycles, sharp slowdowns in activity produced large...
The short answer to this question is: more than index levels of 2-3%.While many institutional investors and financial advisors divide their equity exposure by market cap, style and geographic region,...
![[New Mining Podcast] Oil to Outperform Gold Over the Next Six Months](https://blog.gorozen.com/hubfs/Blog%20Images/2020.10%20GR218%20Podcast%20Grapihc%20600x342.jpg)
Managing Partner Adam Rozencwajg was recently interviewed on Mining Stock Education, a website and podcast dedicated to natural resources and precious metals education and investing. During this...