Apeconomics

Apeconomics

The Weekly Wrap

Bite-sized Musings to keep the Brain Juices flowing

Dec 01, 2025
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#1 » Goehring & Rozencwajg - From Carry to Anti-Carry

Goehring & Rozencwajg are the best scientific + thematic thinkers within the natural resource space, and their quarterly commentaries are always an informative read. Whilst they are by default leaning on the perma-bull side of things as natural resource specialists (cue ‘everything looks like a nail t…

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