Goehring & Rozencwajg Natural Resource Market Commentary Q3 2018: Into The 'Red Zone' We Go

Summary

A fundamental research firm focused exclusively on contrarian natural resource investments, G&R uses a fundamental, research-driven, value-investing approach. We believe the best time to find value in the natural resource sector is when a commodity is largely out of favor with investors, prices are depressed and valuations are low.

The IEA’s overestimation of non-OPEC oil supply begins.

The reason Saudi Aramco pulled its IPO and the impacts on global oil balances.

Oil markets: What the “Red Zone” will look like in 2019.

Gold: Another piece of the bull market puzzle falls into place.