Contrarian

[PODCAST] Out with the FED Put & In with the OIL Put ft. Adam Rozencwajg

[PODCAST] Out with the FED Put & In with the OIL Put ft. Adam Rozencwajg

11/09/2022
“I do think that things have really fundamentally changed here, and I think the next number of years will be a little bit different. I think we have to let the dust settle to really understand the...
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A Head Fake in Precious Metals: The Bear Market Drags On

A Head Fake in Precious Metals: The Bear Market Drags On

10/27/2022
The article below is an excerpt from our Q2 2022 commentary.Ever since silver staged a furious catch-up rally back in the summer of 2020 -- something that has always signaled a long corrective phase...
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High Energy Cost Hurts Wind & Solar

High Energy Cost Hurts Wind & Solar

10/14/2022
The article below is an excerpt from our Q2 2022 commentary.Our Q4 2021 commentary was entitled “The Distortions of Cheap Energy.” In our lead essay, we explained how extremely low energy prices...
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[Podcast] The Real Reason Behind the Current Energy Crisis ft. Adam Rozencwajg

[Podcast] The Real Reason Behind the Current Energy Crisis ft. Adam Rozencwajg

09/30/2022
“We have an energy crisis, we don’t have enough energy today. And yet people are saying that the answer is that we have to get away from oil and gas and invest more in renewables. It will only make...
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Why Nuclear Power is a Solution to Our Energy Needs

Why Nuclear Power is a Solution to Our Energy Needs

09/09/2022
The article below is an excerpt from our Q2 2022 commentary. The pendulum continued to swing in favor of nuclear power during Q2. The Russian invasion of Ukraine has put national energy security...
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[Podcast] MacroVoices: Understanding the Global Energy Crisis ft. Adam Rozencwajg

[Podcast] MacroVoices: Understanding the Global Energy Crisis ft. Adam Rozencwajg

08/11/2022
Adam Rozencwajg, CFA, Managing Partner at Goehring & Rozencwajg, joined MacroVoices hosts Erik Townsend and Patrick Ceresna to discuss how the world has entered the early stages of a global energy...
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Goehring & Rozencwajg 2022 Investor Day

Goehring & Rozencwajg 2022 Investor Day

08/05/2022
Goehring & Rozencwajg are pleased to invite all Institutional Investors, Advisors and friends of the firm to 2022 Investor Day on Thursday, November 3, in New York City.
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Book Recommendations from Natural Resource Investors

Book Recommendations from Natural Resource Investors

07/28/2022
"A reader lives a thousand lives before he dies."~George R. R. Martin Summer is a time to relax, reflect and if you are like us, continue to do more reading. As Natural Resource Investors, our...
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Inflation and Magazine Covers (Part III)

Inflation and Magazine Covers (Part III)

06/22/2022
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...
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The Commodity Bull Market Has Only Just Begun

The Commodity Bull Market Has Only Just Begun

06/16/2022
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...
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