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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Massif Capital 4th Quarter 2024 Letter to Investors
During the fourth quarter of 2024, the Massif Capital Real Assets Strategy was up 0.04% net of fees, with gross of fee gains from the long book of...
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Zambia’s Copper Renaissance
Navigating Opportunities and Challenges in Africa’s Most Promising Copper Jurisdiction. Copper is central to global infrastructure and the...
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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.
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