Leigh R. Goehring & Adam A. Rozencwajg
If you had made a wildly bullish case for stocks or bonds in 1970, you would have been called crazy.
If you made a wildly bullish call for gold in 1999, you would have been called foolish.
In hindsight, we now know these were the right calls, and investors acknowledge the massive returns that accrued to investors willing to keep an open mind towards these formerly “un-investable” asset classes.
Are crude oil and oil-related assets poised to follow gold’s recent rally?
Download our newest commentary, Investing in the Un-Investable, which provides in-depth analysis around the issues facing natural resource markets.
Also included are extensive analyses on:
- Breakdown of Q3 natural resource performance
- In-depth review of gold bull market
- Color around the shifting commodity cycles