Providing investors with a balanced perspective, Massif Capital

Massif Capital Research

Research focused on providing investors with a balanced perspective on the environmental and economic realities of achieving a carbon-neutral economy for businesses within the Energy, Basic Materials and Industrial industries

Providing investors with a balanced perspective

Real Asset Chartbook Week #6: A Calm Week, From Our Perspective

Real Asset Chartbook Week #7: How Much Further Do We Have to Go? This Move Seems a Bit Ridiculous.

Real Asset Chartbook Week #4: Still Interesting

Real Asset Chartbook Week #3: Continued Volatility

Real Asset Chartbook Week #2: That Was Interesting

Massif Capital

Research focused on providing investors with a balanced perspective on the environmental and economic realities of achieving a carbon-neutral economy for businesses within the Energy, Basic Materials and Industrial industries.

The Massif Capital Real Asset Strategy is a global long/short equity strategy built around bottom-up stock picking. We are focused on creating a portfolio of businesses from within the Energy, Basic Materials and Industrial sectors that balance the environmental and economic realities of achieving a carbon-neutral economy.

Macroeconomics

<ul><li><a href="https://link.mail.beehiiv.com/ss/c/u001.Gb_VrRbkrFmZagU8snxNTVEedXlYaZLg2Cjh3c9wYnErbTM4qvmIM9-QUwjX8Wi0G5UAVTZgzaCZX-7sZCvQAaLY3egncURbu0AlO0qHhP3qW6SWeQy5Gac4aTx8hN-0TBjY_3lXa7AZZLm5AAVAgIi-LPvDTE3NpDPqzgAFa7AVdEqujEqWC6PJwB5opn1zg60fVs-KXNBvx4HZA3Cm4mwlaNxn8W64sictyslk6K0sj5UrNel6t9m28O2ZD1HY/4g5/3KXJ7y46S4aQM_xuAc05aA/h6/h001.PWfcXyA4WELfRf_ea42nayvi4qpfyiaqkQX-_fhlK88" target="_blank" rel="noopener">A Copper Bottomed Situation:</a> Another interesting idea from Conor Maguire. Value Situations is one of the best Substacks around. We are doing a deep dive on two ideas sourced through Conor’s substack at the moment, might make it three.</li><li><a href="https://link.mail.beehiiv.com/ss/c/u001.jgfs9uBDOBJfWT7f9hiOHH9aOLON_-hB4isELmfoDrH8ISDmrEbbE1UT6OK6m6hqIsAzfdfZ6dvcNyJJJ48a7vR-EyHQqIdo_5y7aEnpZbPYJZ2ZpgQgIHAgYwF3IfnM7pWZ89dCF14-eRwBuwCZGIaOP1q18-HGLz3fUY_59b6P2ZnWmN3c_2TtXoSWhC9jCTqisEkml20mmLW_KxKCqzt5Vxe96bOANGh7AR4NQAFbYC_43Zjki99yW1RURxPF22JLXkajOuO_6fQpGNdPmpV_Q5SkoSnrooTwkB2oVzo/4g5/3KXJ7y46S4aQM_xuAc05aA/h7/h001.vJiMdGg-isXL1s7ZMr0tNIPcQrKtW1OE8HuEeVqFFoU" target="_blank" rel="noopener">Southeast Asia - Between Trump and China:</a> Southeast Asian countries are facing pressure to choose sides between the US and China amid an escalating trade war.</li><li><a href="https://link.mail.beehiiv.com/ss/c/u001.n2Wwj7i38FF5B-vi3UXnuYqVVoWYskwYzdQvBDSaIe2JwNeL9bmrpRK8Kc6L_mkOhjkPHNZE60cJ3LTc6LqvThawegA1ahZhlwAU8v8RZkSP9eQkHxmqQeBk_wxb4Qq8sQyc_wa8kWHhry8b5dCafBCh1SYQuegfZKMvP3hKKybQanRQqDguAk5Ucyd0IniCZ6RUi9ZgYd86sRQy9I0ZwlW8a-tziEdMNXvDBt0-6vhEgPIHHSbEE89lrup7OPXpH_JLkGjSqL_xFzZ5_KLAaAyMHdZy2oSg9G6MvBx_qteZuEj5eKsrGmI1At3pTLjT/4g5/3KXJ7y46S4aQM_xuAc05aA/h8/h001.3zdFuYXF3evaDowqPGKElbv4kbcfy4eHG_ShFP2WlS8" target="_blank" rel="noopener">Tough Road Ahead:</a> The US and Ukraine signed a deal allowing the US preferential access to Ukraine's critical minerals, while establishing a joint fund for Ukraine's reconstruction.</li></ul>

A Copper Bottomed Situation: Another interesting idea from Conor Maguire. Value Situations is one of the best Substacks around. We are doing a deep dive on two ideas sourced through Conor’s substack at the moment, might make it three.Southeast Asia - Between Trump and China: Southeast Asian countries are facing pressure to choose sides between the US and China amid an escalating trade war.Tough Road Ahead: The US and Ukraine signed a deal allowing the US preferential access to Ukraine's critical minerals, while establishing a joint fund for Ukraine's reconstruction.

실물 자산 차트북 5주차: 계속되는 부상