The Rally in Gold Continues


“Even adjusting the Fed’s balance sheet for excess reserves (a debate in and of itself), we believe today’s balance sheet justifies a gold price in excess of $15,000 per ounce on the low side or..

The Gold-Oil Ratio Revisited


As proof we live in interesting times, just consider the gold-oil ratio over the last few months. Because of the impact of COVID-19 on the global economy, the gold-oil ratio has reached the..

Are We Poised for a Natural Gas Rally?


We may be near the end of the twelve-year bear market in natural gas. Although we have mostly stayed away from natural gas stocks over the last several years, we continue to follow the market..

G&R In the News


The Managing Partners here at Goehring & Rozencwajg have historically been relied on to provide perspective on an array of natural resource-related topics. For your reading interest, below is a..

Are We Entering a New Paradigm of Inflation?


During a recent client call, this question on inflation was posed to G&R Managing Partner Adam Rozencwajg, CFA:

“Over the past 40 or so years, we've been in a period of declining real interest..

[Podcast] Adam Rozencwajg Featured on Financial Sense


Goehring & Rozencwajg (G&R) managing partner Adam Rozencwajg believes oil prices could rise to $80/barrel and higher this year and that natural resource equity investments are radically..

[New Podcast] Leigh Goehring and Adam Rozencwajg join Grant’s Current Yield Podcast


Leigh Goehring and Adam Rozencwajg were recently featured on Grant’s Current Yield Podcast, where they spoke with Grant’s Interest Rate Observer founder Jim Grant and Deputy Editor Evan Lorenz.


[New Podcast] Adam Rozencwajg Featured on Financial Sense


Goehring & Rozencwajg managing partner Adam Rozencwajg is constantly on the hunt for commodity sectors that are radically undervalued. This usually involves companies that have little-to-no..

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