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Katusa Investment Insights

Every issue, report and note from Katusa Research, newest first.

Katusa Investment Insights

Meet the “Portfolio Manager of the Billionaires”

For years, he has been connected to some of the biggest commodities rainmakers on the planet. But more importantly, he’s just a great guy, and uber smart.

April 18, 20221 min read
Gold

The Rate Rise Era and the Dragon

The government of China has done a much better job controlling inflation than the U.S. which is about 500% higher than China’s.

March 25, 20227 min read
Katusa Investment Insights

The Colder War is Heating Up

A potential massive run on Russian banks, which host over $1 trillion in assets, is just the tip of the iceberg.

March 4, 20224 min read
Copper

Copper Pureplay Exposure

Identifying an early trend in the commodity space can unlock vast fortunes. And this is why I love the commodity business.

February 25, 20225 min read
Gold

Breaking Gold News

Some companies make MAJOR moves when NO ONE is paying attention. Gold Royalty Corp is blowing past critical milestones.

January 28, 20223 min read