Katusa Investment Insights

Private Equity Cash and Mining in 2023

2022 was a tough year for public stock markets, but Private Equity firms kept themselves busy.

Opening up the Black Box: What is Private Equity?

One of the lesser-known market sectors of the investment world, Private Equity (PE) has long been a black box to the public at large.

Move Over, Big Mac Index: The McCarbon Footprint Is Here

McDonald’s has been subjected to a UK mandate to reduce—and then eliminate—all carbon emissions.

Strings Attached: The Fed’s Gold Valuation

The Fed Funds Rate is an important indicator because it provides insights into bank liquidity and has its strings all over the price of gold...

Crossflation and the Fiat Money Fiasco

Marco Polo was skeptical of Kublai Khan’s grand scheme, and wrote of the consequences of this early experiment in currency inflation.

The Name’s “Bond”

It is a fine line between the “pay me to wait” stage and the “risk on” stage. The Fed’s worst nightmare is a “double burst” of inflation...

Sectors to Watch in 2023 Part 2: Lithium, Green Hydrogen, Uranium

This week I’ll detail several other sectors our team is researching and analysing closely for hidden gems.

6 Sectors to Watch Close in 2023

Few sectors left 2022 unscathed, but several sectors are catching my attention for 2023 and beyond.

Silver’s Bull Market Vengeance

As both market perceptions and monetary policy reverse, silver could be re-priced higher.

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