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Massif Capital
Providing investors with a balanced perspective
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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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163 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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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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bullish
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Macroeconomics
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08 Feb 2024 11:44
2023 4th Qtr Letter to Investors: A Deep Dive into Lithium
2023 was a challenging year, there was a lot of volatility in both long and short books. We reserve the bulk of the letter for an extended...
Massif Capital Research
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bullish
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Macroeconomics
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05 Jun 2023 10:07
Political Risk and Investing: Seeking Opportunity Amidst Disruption
Frequent readers of our blog posts and research papers likely are well acquainted with our underlying philosophy that commodity prices alone do...
Massif Capital Research
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