Goehring & Rozencwajg (@go_rozen) 's Twitter Profile
Goehring & Rozencwajg

@go_rozen

Our team has been investing in Natural Resources for over 30yrs. We share our research with the public. View important disclosures: info.gorozen.com/id

ID: 940698796903878657

linkhttp://www.gorozen.com calendar_today12-12-2017 21:44:05

433 Tweet

22,22K Takipçi

56 Takip Edilen

Goehring & Rozencwajg (@go_rozen) 's Twitter Profile Photo

🎙️ 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: hubs.li/Q03cWS_T0 #Commodities #GlobalEconomy #NuclearPower

Goehring & Rozencwajg (@go_rozen) 's Twitter Profile Photo

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: hubs.li/Q03fhKRY0 -- #commodities

Goehring & Rozencwajg (@go_rozen) 's Twitter Profile Photo

💡 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.

💡 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.
Goehring & Rozencwajg (@go_rozen) 's Twitter Profile Photo

🎙️ 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: hubs.li/Q03lrHnF0 #commodities #investing #energy #markets

Goehring & Rozencwajg (@go_rozen) 's Twitter Profile Photo

🎙️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: hubs.li/Q03mZ9Dw0 #Gold #Commodities #Uranium #Investing

Goehring & Rozencwajg (@go_rozen) 's Twitter Profile Photo

🔎 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

🔎 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
Goehring & Rozencwajg (@go_rozen) 's Twitter Profile Photo

🔔 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: hubs.ly/Q03nT4h10 #Investing

🔔 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: hubs.ly/Q03nT4h10

#Investing
Goehring & Rozencwajg (@go_rozen) 's Twitter Profile Photo

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: hubs.li/Q03pKd1h0 #Commodities #NaturalResources #Investing #Investors #RIA

Goehring & Rozencwajg (@go_rozen) 's Twitter Profile Photo

🤔 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 👉 hubs.li/Q03qKGzR0 #WealthManagement #RIA #Commodities

Goehring & Rozencwajg (@go_rozen) 's Twitter Profile Photo

🎙️ 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: hubs.li/Q03s38KF0 #Commodities #Gold #Uranium #Investing #Markets #Macro

Goehring & Rozencwajg (@go_rozen) 's Twitter Profile Photo

🎙️ Gold. Silver. Uranium. Copper. Adam Rozencwajg shares why these commodities may be poised for a breakout with Ed Coyne on Sprott Radio. 🔗 Listen here: hubs.li/Q03t1KbW0 -- #Commodities #Uranium #Copper #Gold #Silver #Investing

Goehring & Rozencwajg (@go_rozen) 's Twitter Profile Photo

🎙️ 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: hubs.li/Q03v13210 -- #Commodities #Gold #Platinum #Investing

Goehring & Rozencwajg (@go_rozen) 's Twitter Profile Photo

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: hubs.li/Q03vCZMj0 #RIA #oil #energy #markets

Goehring & Rozencwajg (@go_rozen) 's Twitter Profile Photo

📣 Investors: Free Webinar – July 16 @ 7pm ET Join Rich Checkan, Adrian Day & Adam Rozencwajg (G&R) for insights on: > Gold & silver outlook > Top commodity plays > Live Q&A 🔗 Don't miss it. Register: hubs.li/Q03wH7VX0 - #naturalresourceinvestors #investors #commodities

📣 Investors: Free Webinar – July 16 @ 7pm ET

Join Rich Checkan, Adrian Day & Adam Rozencwajg (G&R) for insights on:
> Gold & silver outlook
> Top commodity plays
> Live Q&A

🔗 Don't miss it. Register: hubs.li/Q03wH7VX0
-
#naturalresourceinvestors #investors #commodities
Goehring & Rozencwajg (@go_rozen) 's Twitter Profile Photo

🎙️ Despite Israel-Iran tensions, oil prices aren't surging. Why? Global oversupply concerns & weak demand are holding prices down. See what G&R say on MarketWatch — and what it means for investors. 🔗 👉 hubs.li/Q03wRZcv0 -- #OilPrices #Investing #EnergyMarkets

Goehring & Rozencwajg (@go_rozen) 's Twitter Profile Photo

⏰ Reminder: Webinar is tomorrow! Wed., July 16 @ 7pm ET Join Rich Checkan, Adrian Day & Adam (G&R) for insights on: > Gold & silver outlook > Top commodity plays > Live Q&A 🔗 Don't miss it. Register: hubs.li/Q03x7Jm30 - #naturalresourceinvestors #investors #commodities

⏰ Reminder: Webinar is tomorrow! 
Wed., July 16 @ 7pm ET

Join Rich Checkan, Adrian Day & Adam (G&R) for insights on:
> Gold & silver outlook
> Top commodity plays
> Live Q&A

🔗 Don't miss it. Register: hubs.li/Q03x7Jm30
-
#naturalresourceinvestors #investors #commodities
Goehring & Rozencwajg (@go_rozen) 's Twitter Profile Photo

🎙️ Is deep value hiding in the commodity sector? Adam Rozencwajg joins The Value Perspective to discuss long-only investing, why DCF models fall short in mining, and the role of gold today. 🎧 Listen here: hubs.li/Q03yWlNJ0 #ValueInvesting #Commodities #Investing #Gold

Goehring & Rozencwajg (@go_rozen) 's Twitter Profile Photo

🎙️Commodities are staging a comeback—and investors should take notice. A major boom may be brewing. Hear the full breakdown on The Felder Report podcast. 👉 Click here to listen: hubs.li/Q03zYW3q0 -- #Investing #Commodities #Markets #Macro #PortfolioStrategy

Goehring & Rozencwajg (@go_rozen) 's Twitter Profile Photo

Political pressure has broken the Fed before. When it did, inflation ripped higher—and natural resource equities were the biggest winners. Powell is next. Here’s why the stage is set for a similar surge (and how to position for it): hubs.li/Q03Bd14K0 -- #Investing #Macro

Goehring & Rozencwajg (@go_rozen) 's Twitter Profile Photo

HFs took uranium from $32 → $106. Now they’re shorting it. That flip might be the best buy signal we get this cycle. Term prices? Higher than at the peak. Demand? Surging. Supply? Tight. Seen this play before. Usually ends with shorts running for cover. 👉 Full breakdown