Weekly Part 2: Breaking Down Goehring & Rozencwajg's Gold Commentary
We’ve attached the full report and have broken down/summarized the entirety of their Gold content in the report.
Good afternoon.
This has been a heavy week for our own continuing education and research work. Between reading multiple gold pieces, the podcast, BRICS news, OPEC and a couple other new things , it seems easier to share what we are reading on Gold as we read it.
One of the reports being drilling down on is Goehring & Rozencwajg's Natural Resource Market Commentary.
The report is energy focused for sure. But their Gold insights are equally remarkable; especially their take on historical catalysts behind commodity price reversals and their noticing a lack of speculative buy signals preceding recent metals rallies.
Therefore, we’ve attached the full report for you today, and have broken down/summarized the entirety of their Gold content in the report.
The whole thing is must read in our opinion and GoldFix will likely subscribe to be passed on to members.
For now, here’s GoldFix’s summaries on the Gold content in this report
On Prolonged Commodity and Gold Bear Markets
On What Ends Gold and Commodity Bear Markets
How China’s De-dollarization Plans Will Force Commodities Higher
Gold and Gold Stocks Performance in Q1 2023
Central banks are key to understanding the difference between the 1970s and today
On Prolonged Commodity and Gold Bear Markets- page 12
Gold has experienced significant price declines throughout history, often preceding periods of radical undervaluation. In the 1920s, after World War I, there was a sustained bear market in commodities, including gold, which fell by 60%. Similarly, the 1980s and 1990s saw weak commodity prices, with gold losing 70% of its value from its peak in 1980.