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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The Dollar Is Back
Over the past year, what was good for the US dollar was bad for the stockmarket. The world’s reserve currency lubricates (or seizes up) financial...
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The Power of Trend-Following – and Right Skews
In the latest issue of the AAA Report, Robin and Rashpal did what they do every month. They dusted off their model, cranked the handle, gave a...
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When Real Rates Have Been This High, the Winner Is Gold
The risk facing gold is marginal compared to the risk facing US equities, and it is hard to see a scenario where gold doesn’t...
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