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Massif Capital Research

Massif Capital Research
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Multi-Asset Macroeconomics Commodities
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09 Apr 2024 10:25

A Deep Dive into Chinese Industrial Production

This post examines China's economic strategies and their impact on global trade and geopolitical dynamics, focusing on the shift from low-value...

06 Mar 2024 10:21

Renewable Energy And "Grade"

Renewables as extractive industries: Renewable energy sources like wind and solar are extractive industries that depend on the “grade” of the...

bullishMacroeconomics
08 Feb 2024 11:44

2023 4th Qtr Letter to Investors: A Deep Dive into Lithium

2023 was a challenging year, there was a lot of volatility in both long and short books. We reserve the bulk of the letter for an extended...

bullishMacroeconomics
05 Jun 2023 10:07

Political Risk and Investing: Seeking Opportunity Amidst Disruption

Frequent readers of our blog posts and research papers likely are well acquainted with our underlying philosophy that commodity prices alone do...

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