Gold
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...
06/20/2024
During his interview with Jeremy Szafron of KITCO News, Adam Rozencwajg, Managing Partner at Goehring & Rozencwajg, delves deep into the intricate dynamics of the precious metals market. By focusing...
05/29/2024
Leigh Goehring, Managing Partner at G&R and a seasoned investor in natural resources, recently shared his wealth of experience on the Commodity Culture podcast. His message is clear: the time to dive...
05/08/2024
Where does G&R stand on Bitcoin? Does Bitcoin deserve a place in a diversified portfolio along with gold? Adam Rozencwajg, CFA, answers these questions and many more on investing in gold, silver and...
02/02/2024
The article below is an excerpt from our Q3 2023 commentary. Real interest rates and gold have always moved in opposite directions. When real interest rates rise, gold falls, and when real rates...
01/05/2024
As Natural Resource Investors, we aim to keep investors informed of what is happening in the commodities and natural resources sectors so that you can make informed investment decisions. In 2023, a...
09/14/2023
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...
09/07/2023
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...
08/31/2023
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...
08/24/2023
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...