We at Notes From Underground haven’t been publishing as frequently but we have been working more intensively than ever. The global financial situation is fraught with many areas of potential… more
In April of this year, Live Cattle futures broke 2014 all-time highs at $171.975. In prior articles and books, I've named this phenomenon, "blue sky", which occurs whenever an asset makes new all-… more
A composite of the 29 primary commodity markets traded on the U.S. and U.K. exchanges edged only 0.21% higher in Q2, thanks to gains in animal proteins and soft commodities. Over the first six… more
Adam Rozencwajg: Currently, a Managing Partner of Goehring & Rozencwajg, Natural Resource Investors. Adam has many years of investment experience. Between 2007 and 2015, he worked exclusively… more
A giant hello and salutations from Notes From Underground.
It has been quite a long time since I have sat down to write about the state of things, but it is not because I haven’t been… more