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
July 3, 2023
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
June 27, 2023
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
June 22, 2023
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