A Global Market Shake-Up: Why Rozencwajg Says Real Assets Are the FutureIs a new commodities supercycle already underway? According to Adam Rozencwajg, Managing Partner at Goehring & Rozencwajg, the...
We believe a global monetary reset is underway—with gold at the center. In our view, this shift is setting the stage for a commodity supercycle that could far surpass what most investors expect.We...
Is gold poised for a breakout? Adam Rozencwajg, CFA, Managing Partner of Goehring & Rozencwajg joined the Investing News Network and shared his insights on where the precious metal stands in its...
The article below is an excerpt from our Q3 2024 commentary. In the tumult of the global gold market, the past four years have unfolded as a clash of opposing forces. On one side, the steady...
Leigh Goehring and Adam Rozencwajg, CFA, joined Jesse Day of VRIC Media and dived deep into the commodities markets, offering insights into key trends and investment opportunities. Key takeaways from...
Nuclear Power is Back—and Bigger Than Ever! Once a symbol of fear, nuclear energy is now the solution to our climate crisis. Big names like Microsoft, Google, Amazon, and Meta are diving into the...
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...
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 &...
As Natural Resource Investors, our goal is to keep you updated on the latest developments in the commodities and natural resources sectors, empowering you to make well-informed investment decisions....
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...