Katusa Investment Insights

The metal in your pocket has no price

A metal just 9x'd and you can't buy it.

The companies Uncle Sam buys next

I stopped laughing at government stock picks.

The SpaceX Launch Tax

The “Launch Tax” and why SpaceX may become the largest IPO in history.

Watch the Cement Trucks, Not the Missiles

The $4.69B bet on American gas, signed the week oil crashed.

Compute as a Commodity

It echoes of 1983 all over again. Here’s what happened last time.

Exxon already mined this trade once

The Oil Giant’s patent expired, but the thesis didn't.

Gold Audit Time

One of them is being audited. Two of them are not.

Oil’s Phantom Barrels

You're reading oil data wrong.

Silver’s Identity Crisis

Here’s why the metal forgot what it actually is. Silver bulls got the metal right. They measured it wrong.

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