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Massif Capital
Providing investors with a balanced perspective
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bullish
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Thematic (Sector/Industry)
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24 Jul 2024 09:39
2nd Quarter 2024 Letter to Investors
In this letter, we discuss persistent inflationary pressures and potential misallocation of capital in financial markets that could lead to future...
Massif Capital Research
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249 Views
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bullish
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Copper
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26 Jun 2024 09:59
How To Lose Money Smelting Copper
Investing in copper and copper miners represents a significant opportunity for investors over the next ten to fifteen years.
Massif Capital Research
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229 Views
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bullish
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Macroeconomics
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06 May 2024 09:55
1st Quarter 2024 Letter to Investors
Outperformance of Metals and Mining sector: The fund's gold, copper, and lithium investments outperformed their respective industry...
Massif Capital Research
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190 Views
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bullish
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Thematic (Sector/Industry)
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09 Apr 2024 10:25
A Deep Dive into Chinese Industrial Production
This post examines China's economic strategies and their impact on global trade and geopolitical dynamics, focusing on the shift from low-value...
Massif Capital Research
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211 Views
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bullish
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Thematic (Sector/Industry)
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06 Mar 2024 10:21
Renewable Energy And "Grade"
Renewables as extractive industries: Renewable energy sources like wind and solar are extractive industries that depend on the “grade” of the...
Massif Capital Research
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200 Views
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