The article below is an excerpt from our Q2 2023 commentary. Why has uranium rallied while every other energy commodity has collapsed? Over the past twelve months, spot uranium advanced 12% while...
The article below is an excerpt from our Q2 2023 commentary. Commodities and related natural resource markets were broadly weak in the second quarter. Investors remained concerned about a global...
The article below is an excerpt from our Q2 2023 commentary. Gold is no different than any other asset class: it becomes popular, rises in price, is overvalued, and ultimately represents a poor...
The article below is an excerpt from our Q2 2023 commentary.Picture it, if you will: December of 2029. In a dimly lit private dining room, the sound of cutlery clinking blends with spirited...
The article below is an excerpt from our Q1 2023 commentary.We are using the 1970s as an analog for precious metals this decade. So far, it is proving to be prescient. By 1974, silver had...
![[INTERVIEW] The Next Opportunity: Are We in a Commodity Supercycle?](https://blog.gorozen.com/hubfs/Blog/2023%20Blogs/2023.08%20G%26R%20Blog%20%23363%20-%20UBS%20%20Interview%20-%20Adam%20Rozencwajg.png)
Are we in a commodity supercycle? In this episode, Adam Rozencwajg, Managing Partner at G&R, joined UBS's Paul Stefansson to explore the future of the commodity market and how the energy transition...
![[Podcast] MacroVoices - Global Food Crisis Update ft. Leigh Goehring](https://blog.gorozen.com/hubfs/Blog/2023%20Blogs/2023.07%20GR%20Blog%20%23362%20-%20Leigh%20Goehring%20Interview%20MacroVoices.png)
Leigh Goehring, Managing Partner at G&R, recently joined the MacroVoices podcast, hosted by Erik Townsend and Patrick Ceresna, to provide an insightful update on the global food crisis. This crisis...
The article below is an excerpt from our Q1 2023 commentary.In 2016, we published the following chart comparing commodities to the Dow Jones Industrial Average. Mr. Gundlach of DoubleLine had issued...
"From a supply perspective (regarding the energy market) I think we are at a very dangerous and important inflection point right now -- and that's because the shale basins which heretofore have been...
We're halfway through the year, so we thought it would be a perfect time for us to pause and reflect on our written works. Below are the three most viewed blog posts for the year 2023 so far. Thank...