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 #5: The Levitation Continues

Real Asset Chartbook Week #4: Still 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.

Equity Bottom-Up

<ul>
<li>The global economy faces challenges due to outdated methods of measuring economic growth and productivity, which do not account for today's complex supply chains and technological advances.</li>
<li>Policymakers need better data and new frameworks to understand economic vulnerabilities and make informed decisions. A comprehensive balance sheet approach is essential to capture the full picture of a nation’s economic health, including both tangible and intangible resources.</li>
<li>At Massif Capital, we believe strongly that the changing political-economic order requires revitalizing US Economic Statecraft. Matthew Goodman’s comments to the House Foreign Affairs Subcommittee on East Asia and Pacific outline why and how to do that. </li>
</ul>


The global economy faces challenges due to outdated methods of measuring economic growth and productivity, which do not account for today's complex supply chains and technological advances.
Policymakers need better data and new frameworks to understand economic vulnerabilities and make informed decisions. A comprehensive balance sheet approach is essential to capture the full picture of a nation’s economic health, including both tangible and intangible resources.
At Massif Capital, we believe strongly that the changing political-economic order requires revitalizing US Economic Statecraft. Matthew Goodman’s comments to the House Foreign Affairs Subcommittee on East Asia and Pacific outline why and how to do that. 


실물 자산 차트북 7주차: 앞으로 얼마나 더 가야 할까? 이번 움직임은 좀 어처구니없어 보인다.

Global Atomic

실물 자산 차트북 7주차: 앞으로 얼마나 더 가야 할까? 이번 움직임은 좀 어처구니없어 보인다.