You’re Not Long Copper: The Exposure Is Not What You Thought It Was
The Commodity Purity Index (CPI, an unfortunate acronym) is a framework developed to measure, on a rolling basis, the extent to which the...
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Real Asset Chartbook Week #16: A Great Historian on the US and Trade Policy Following the Civil War
This was a short week for Massif Capital due to familial responsibilities, as such we are forgoing our usual introductory market commentary so we...
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Real Asset Chartbook Week #5: The Levitation Continues
A Copper Bottomed Situation: Another interesting idea from Conor Maguire. Value Situations is one of the best Substacks around. We are doing a...
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Real Asset Chartbook Week #18: Lithium Blinks, Gas Slips, Copper Stalls—Who Survives the Grind?
This Week's Key Take Aways Lithium stock run may already be out of steam Like Oil, the Natural Gas markets appear well supplied and are showing...
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Real Asset Chartbook Week #15: Copper Stocks, Railroad Mergers, and the History of US Trade Policy
Our commentary this week is more limited and slightly disjointed, as we are not seeing any clear narratives or themes to focus on. Here are a few...
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