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...
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...
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...
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...
Below we recap our 3 most popular blog posts to date for 2018.
In our most recent webinar, we received many questions around energy market sentiment. In this blog post, we dive a little deeper on one particular question we were asked during the webinar: Q. When...
A recent press release from The World Bank caught our attention. Commodity prices to rise more than expected in 2018: World Bank Here’s an excerpt:
Several new developments in oil have emerged recently, and our outlook has become even more bullish. Most importantly, OECD inventory data continues to confirm that the global oil market remains in...
A few months ago, Kevin Muir of East West Investment Management, posted a blog that highlighted some of our research. We appreciated the shout out as well as the mention of an interview that Leigh...
What makes us so bullish, especially when everyone else is so bearish?Often in severe bear markets, obvious bullish data points sit right in front of us and yet no one seems to notice. Our current ...