Katusa Investment Insights

America is Building Reactors it Can’t Fuel

Only two countries make this fuel at scale and neither is a friend.

The Last Time Gold Looked Dead, It Rose Sevenfold

Gold is down 25% from its record and the miners fell 36% into the fattest margins they have ever earned.

The Debt You Can’t See

Apply the “Toothpaste Principle”.

Gold’s Obituary Just Got Published

$18 billion fled gold. Look who’s buying it.

Energy Bottleneck: The Electron Ceiling

You can design a better chip, you can’t design a gigawatt.

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.

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