House Mountain Partners


Are the Metals Decoupling from China?

Chris Berry

By Chris Berry

  • With the commodity super cycle changing its complexion and looking for direction, we continue to believe that the metals markets don't have the "wind at their backs" anymore.
  •  It has been surprising to see many metals prices either bottom or shoot higher in the face of a slowing China and a sluggish global economy haunted by the specter of deflation.
  • Can this upward bias in select metals prices continue given this backdrop?
  • We continue to argue for SELECTIVITY amongst metals and companies as a crucial component of your investment selection until the next leg up of the cycle begins.


We're Still at a Bottom…But for How Long?

After enduring two terrible years in the metals markets, it has been a welcome respite to see several....