Katusa Investment Insights

Global Wealth Destruction

Capital moves at lightning speed in today’s interconnected world. And that’s where bear markets and recessions create spillover effects worldwide.

China’s Superpower Slump

China is going through a myriad of problems and it has massive repercussions for the commodities market.

Gold Currency Wars

Relative to the U.S. equity markets which are down nearly 25% as of this writing, gold is actually outperforming, or the lesser loser.

Blood on Wall Street – But What About Main Street?

Some of the best intuition I get comes from the OMI, “Outside of Market Indicators”.

Fistful of Dollars

We are now entering tax loss season. It’s time to prepare that the worst of the resource bear market could yet come.

Gold Beating

In a time of high global inflation caused in part by massive money printing and fiscal stimulus experiments, gold SHOULD be rocking. What’s going on…?

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.

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