Katusa Investment Insights

The Dollar War Path

Recent inflation data continues to show significant upwards pressure on consumer prices. Likely forcing the hand of Fed officials to raise rates further and push the US dollar higher versus other currencies.

Recession Protection: Pay Me to Wait

I believe there’s a substantial chance that this is a long, drawn-out recession. And in between superstar opportunities, I want to get paid to wait.

The Perfect Storm for Uranium

Japan just helped uranium creep closer to its final inflection point.

Market Fake Out or Electric Breakout?

Share prices have bounced hard off the low. This has all the YouTube gurus and TikTok option traders calling the bottom is in. Is it?

China Signals “Buckle Up”

China's recent economic indicators are the worst they have been since Covid-19 started. High unemployment levels along with crashing real estate prices are creating an economic firestorm.

China, Taiwan and the Boycott

China's soaring default rates and mortgage boycotts provide a peek into the true health of the Chinese economy.

Frontier Markets

The long-term demand for carbon credits from corporations simply outweighs the immediate supply provided by offset generators.

Energy Wars and an Economic Crisis

Reliance on Russian dirty fuels is pushing countries to the brink of economic disaster.

The Strategic Petroleum Reserve Can’t Save You

Hundreds of millions of barrels of oil sit in US storage tanks, but are they really the cure for lower prices?

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