G&R Blog
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Stay informed with natural resources market insights, tips, news, and opinions from Goehring & Rozencwajg Associates. We are a fundamental research firm focused exclusively on contrarian natural resource investments with a team with over 30 years of dedicated resource experience.
G&R Blog
1w ago
Adam Rozencwajg joined the Top Traders Unplugged podcast with hosts Niels Kaastrup-Larsen and Cem Karsan to tackle a pressing issue: the potential for an imminent monetary regime shift. The ..read more
G&R Blog
2w ago
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 ..read more
G&R Blog
1M ago
The article below is an excerpt from our Q3 2024 commentary. In last quarter's letter, we outlined a rising tide of bearish signals within the global copper market. Chief among them was the growing ..read more
G&R Blog
1M ago
Adam Rozencwajg, CFA, Managing Partner at Goehring & Rozencwajg, joined the Peak Prosperity podcast, hosted by Dr. Chris Martenson to offer a contrarian investing perspective, showing how spotting ..read more
G&R Blog
1M ago
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 ..read more
G&R Blog
1M ago
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 ..read more
G&R Blog
1M ago
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 ..read more
G&R Blog
2M ago
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 ..read more
G&R Blog
2M ago
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 & ..read more
G&R Blog
2M ago
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 ..read more