Goehring & Rozencwajg - Natural Resources review

[JBtheBrit]

I am always accused of being cheap.... so I love it when I find great free content. Leigh Goehring & Adam Rozencwajg put out a bunch of content covering all natural resource asset classes. Their quarterly report is free and is usually a great read - their Q2 report just came out - you can sign up for it here:

http://gorozen.com/research/commentaries

The O&G thesis very much align's with Dan's - their Q1 report is worth going back and looking at - they covered US Nat Gas in detail - very bullish on it.

[dan_s]

I highly recommend that all of you sign up to get their free quarterly reports. They are usually way ahead of the Wall Street Gang on the macro stuff that impacts commodity prices. It was their opinion last year about how tight the U.S. natural gas market was going to be this year, that made me more bullish on companies that get lots of revenues from selling ngas and NGLs.