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Goehring & Rozencwajg

@Go_Rozen

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Following
230
Media
243
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444

Our team has been investing in Natural Resources for over 30yrs. We share our research with the public. View important disclosures: https://t.co/mOomknnX4O

New York, USA
Joined December 2017
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@Go_Rozen
Goehring & Rozencwajg
4 days
U.S. shale has peaked. Demand is stronger than expected. Inventories are balanced. Yet oil trades near crisis-era levels—both in real terms and vs. gold. For RIAs: this may be a rare opportunity hiding in plain sight. Read: #RIA #oil #energy #markets.
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@Go_Rozen
Goehring & Rozencwajg
9 days
🎙️ Gold, silver, uranium—and now platinum? Adam Rozencwajg shares his latest commodity outlook and why he’s bullish on platinum in a new interview with Investing News. 🔗 Listen here: --.#Commodities #Gold #Platinum #Investing.
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@Go_Rozen
Goehring & Rozencwajg
16 days
🎙️ Gold. Silver. Uranium. Copper. Adam Rozencwajg shares why these commodities may be poised for a breakout with Ed Coyne on Sprott Radio. 🔗 Listen here: --.#Commodities #Uranium #Copper #Gold #Silver #Investing.
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@Go_Rozen
Goehring & Rozencwajg
23 days
🎙️ Major rotation into real assets?. Natural resource investor Adam Rozencwajg tells Kitco News why uranium, gold, and oil could soar—and what he's buying now. A must-watch macro deep dive: #Commodities #Gold #Uranium #Investing #Markets #Macro.
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@Go_Rozen
Goehring & Rozencwajg
1 month
🤔 Is the long-awaited commodity bull market quietly beginning? Subtle signs are emerging. What does this mean for tech stocks—and your portfolio? The story is deeper than it seems. Read the full analysis here 👉 #WealthManagement #RIA #Commodities.
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@Go_Rozen
Goehring & Rozencwajg
1 month
In the late 1990s, we saw this setup. Back then, Impala & Rustenburg (Anglo Platinum) returned 30x–60x in under a decade. We believe today’s opportunity could echo that moment. 👉 Read Article: #Commodities #NaturalResources #Investing #Investors #RIA.
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@Go_Rozen
Goehring & Rozencwajg
1 month
🔔 NEW RESEARCH: Platinum bull market ahead?. Hybrids are beating EVs. Emissions rules are tightening. SA mines shutting. PGMs in deficit. Equities down 80%. We saw this setup in 2000—some names went 30–60x. Is it happening again? . 👉 Read: #Investing
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@Go_Rozen
Goehring & Rozencwajg
2 months
🔎 We’ve tracked this for a while. Now WSJ confirms: “U.S. Drillers Say Peak Shale Has Arrived.”. Travis Stice, CEO of Diamondback: A key moment for energy investors. #PeakShale #Energy #Investing #WSJ
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@Go_Rozen
Goehring & Rozencwajg
2 months
🎙️A global monetary reset is underway—and gold is at the center. We joined Jesse Day on the VRIC podcast to discuss the coming commodity supercycle and contrarian plays in gold, silver, uranium & more. 🎧 Listen: #Gold #Commodities #Uranium #Investing.
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@Go_Rozen
Goehring & Rozencwajg
2 months
🎙️ Commodities are back. Adam joined the Peak Prosperity Podcast to break down:.- Macro regime shifts.- The carry trade unwind.- US shale nearing peak. -Why commodities are still wildly undervalued. 🎧 Listen now: #commodities #investing #energy #markets.
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@Go_Rozen
Goehring & Rozencwajg
2 months
💡 Did you know? In Q1 2025, the S&P Global Natural Resources Index rose 6.9%, while the S&P 500 fell 4.6%. Follow us for insights on natural resource investing. #Investing #Commodities.Index returns don’t represent Goehring & Rozencwajg Strategy performance. Source: Bloomberg.
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@Go_Rozen
Goehring & Rozencwajg
3 months
Natural resource equities are primed for a comeback. With commodities deeply undervalued vs. stocks, fresh research suggests the long-dormant bull market may be stirring. 👉 Explore our latest research to learn more: --.#commodities.
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@Go_Rozen
Goehring & Rozencwajg
4 months
🎙️ Adam Rozencwajg joined Grant Williams to discuss commodity market suppression, the future of nuclear energy, and gold's resurgence, highlighting potential shifts in the global financial landscape. 👉 Listen: #Commodities #GlobalEconomy #NuclearPower.
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@Go_Rozen
Goehring & Rozencwajg
4 months
Did you know that gold futures have reached over $2,900 an ounce, returning 34% over the past 12 months—more than triple the S&P 500 Index’s 11% return, including reinvested dividends?.-.#gold .Historical performance is not indicative of any specific investment or future results.
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@Go_Rozen
Goehring & Rozencwajg
4 months
🎙️ Rozencwajg joined the "Top Traders Unplugged" podcast to discuss the imminent monetary regime shift, tightening supply constraints, and the future of global commodities, including oil, gas, and energy security. Tune in for key insights! 👉 #invest.
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@Go_Rozen
Goehring & Rozencwajg
4 months
📣 [New Research] Is your portfolio ready for a major shift? Global monetary changes may be underway, impacting markets and commodities. Learn how to navigate the cycle and protect your investments. Download our Q4 2024: --.#Investing #Commodities.--
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@Go_Rozen
Goehring & Rozencwajg
4 months
🎙️ Is gold poised for a breakout? Explore its market cycle, price potential, and a looming monetary shift. Plus, insights on silver, uranium, and the catalysts shaping the economy. Listen here: ---.#Gold #GoldMarket #Uranium #Commodities #GoldInvesting.
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@Go_Rozen
Goehring & Rozencwajg
4 months
⚠️ Copper Market Update: Despite strong demand, signs like China's overconsumption & rising exchange inventories suggest future challenges. Read more on shifting trends & their impact on copper's long-term outlook: #CopperMarket #Commodities.
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@Go_Rozen
Goehring & Rozencwajg
5 months
📈 Gold is surging, but investors aren’t paying attention. With ETFs flipping to net buying and equities undervalued, is this a golden opportunity?. 👉 Read More: --.#Gold #Investing.
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@Go_Rozen
Goehring & Rozencwajg
5 months
Adam joined Peak Prosperity podcast to offer a contrarian investing perspective, showing how spotting false narratives—especially in the undervalued oil sector—reveals overlooked risks & opportunities shaped by geological limits, not just technology. 👉
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