Contrarian

Podcast: Capital Cycles, EVs, & Commodity Investing with Adam Rozencwajg

Podcast: Capital Cycles, EVs, & Commodity Investing with Adam Rozencwajg

01/16/2025
Adam Rozencwajg, CFA, joined The Value Perspective Podcast, co-hosted by Juan Torres Rodriguez and Django Davidson from Hosking Partners. Together, they explore G&R’s deep value approach to...
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Natural Resources Market Commentary - Q3 2024

Natural Resources Market Commentary - Q3 2024

01/09/2025
Q3 2024 natural resources saw volatility: Natural gas inventories fell, oil faced a contrarian opportunity, coal stocks rebounded, precious metals surged, uranium saw supply concerns &...
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The Depletion Paradox

The Depletion Paradox

12/19/2024
The article below is an excerpt from our Q3 2024 commentary. The great drama of American shale production may now be nearing its final act. For years, we have anticipated that the relentless growth...
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Uranium vs. Copper: Which one is the Better Long-Term Investment?

Uranium vs. Copper: Which one is the Better Long-Term Investment?

12/13/2024
The article below is an excerpt from our Q4 2023 commentary. “How the world’s biggest offshore wind company was blown off course: Denmark’s Ørsted was once seen as a model for how oil and gas giants...
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[Interview] Leigh Goehring: Gold’s Bull Market Begins; Uranium & Copper Outlook

[Interview] Leigh Goehring: Gold’s Bull Market Begins; Uranium & Copper Outlook

11/21/2024
Leigh Goehring, Managing Partner at Goehring & Rozencwajg, recently spoke with the Investing News Network about why G&R believes the gold bull market is just starting and shared his insights on the...
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Uranium: A Drama in the Making

Uranium: A Drama in the Making

11/14/2024
The article below is an excerpt from our Q2 2024 commentary and was first published on August 22, 2024, ahead of Kazatomprom’s announcement on August 23rd. “Uranium Fever Backed by Bill Gates Betting...
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US Natural Gas Production is Plummeting

US Natural Gas Production is Plummeting

11/07/2024
The article below is an excerpt from our Q2 2024 commentary. Natural gas production is plummeting—a condition noted by almost no analysts. Between December 2023 and May 2024, U.S. dry gas supply has...
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Natural Resources Market Commentary

Natural Resources Market Commentary

10/08/2024
The article below is an excerpt from our Q2 2024 commentary. Investors showed little interest in commodities and natural resource equities in the second quarter. The A.I. frenzy continues to...
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Trump's Three Arrows

Trump's Three Arrows

09/27/2024
The article below is an excerpt from our Q2 2024 commentary. “Let us pledge that by 1980, under Project Independence, we shall be able to meet America’s energy needs from America’s own energy...
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Gold Stocks Have Never Been Cheaper

Gold Stocks Have Never Been Cheaper

09/13/2024
The article below is an excerpt from our Q2 2024 commentary. As we write, gold has surged past the $2,500 mark for the first time in history, an event that would seem to herald a golden age for gold...
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