May 18, 2018There is no doubt I started out in the markets as a speculator. And almost 20 years in, I can say that a successful speculator evolves into a hybrid between a speculator and an investor. Let me explain…
Read more
May 11, 2018If you believe you are an ambush predator investor, pay attention. We will have some amazing investment opportunities over the next 6-18 months.
Read more
May 4, 2018Back in late June 2017, my top analyst dug deep into the financials of the giant mining company Glencore. And here’s why investing in parts of Africa is a game of Russian Roulette – with machine guns…
Read more
April 20, 2018I have written a lot about the American and Russian uranium dynamic in my NY Times Bestseller The Colder War. And as I stated in my book, the consequences from Russian actions to the U.S. utilities is catastrophic.
Read moreThe Canadian energy sector suffered yet another black eye this week. Facing major regional political headwinds, Kinder Morgan Canada put a stop to work to the permitted expansion of the Trans Mountain pipeline. Here's how to put Canada back in business.
Read moreOne sector that we here at Katusa Research are paying MAJOR attention to right now is the oil industry. And you should too. It’s a contrarians dream. It’s unloved, bleeding and left for dead. (7 minute read).
Read moreI run my own shop and make my own rules and I make sure there is no barrier between subscribers and me. I read nearly every email that comes through the inbox including one from a frustrated subscriber and, of course, I responded.
Read more