The Weekly Wrap
Bite-sized Musings to keep the Brain Juices flowing
#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…
