Inflation
11/01/2023
In this episode of The Super Terrific Happy Hour podcast, Stephanie Pomboy and Grant Williams are joined by a panel of guests to discuss the macro environment as it pertains to inflation and how each...
11/18/2022
Goehring & Rozencwajg hosted afascinating one-day live eventto discusshow to prepare for the coming decade of shortages in everything from energy to materials and agriculture,on Thursday,...
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...
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...
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.
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...
07/13/2022
The article below is an excerpt from our Q1 2022 commentary. “World Bank warns of ‘human catastrophe’ food crisis.” - BBC News, April 20, 2022“Farmers are seeing prices for fertilizers skyrocket....
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...
03/18/2022
Managing Partners Leigh Goehring and Adam Rozencwajg recently hosted a video webinar that was viewed live by over 1,300 people.
03/03/2022
We rarely republish old essays but given its importance we felt the need to do so in this case. In April 2019, BusinessWeek published a cover story asking “Is Inflation Dead” with a picture of a dead...