Katusa Investment Insights

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.

Gold’s Funeral Phase

It’s Happened Before: Don’t get scared now.

Here’s who’s holding your silver hostage

74% of the world's supply comes from people chasing something else.

You’re not late. The frenzy hasn’t started.

Nobody at dinner is talking about gold and silver. Good.

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