Katusa Investment Insights

Commodity Heatmap

Whether you crushed it or got crushed in 2021, it’s time to sharpen your pencils, refocus, and prepare to capitalize on new opportunities.

Golden Alpha

The beautiful thing about the stock market is that there is a never-ending source of opportunity. Here’s one in gold.

Climate Tokens and The Never-Ending Squeeze

If you’ve been paying attention to carbon prices, you’ll know that they’ve been on a tear.

Are Inflation Indicators Turning Against The Fed?

It’s now been 3 months since Powell took his stand at Jackson Hole, and yet inflation has gone in the exact opposite direction.

The Gold Circus

Over the past 3 weeks gold has perked up, rocketing nearly $100 per ounce. But is gold “ready” for its next leg higher?

Copper: The Big Squeeze

Earlier this year I highlighted that it was about to get spicy in the copper market. There were several signals that were flashing that made me pay attention.

Carbon Catalysts: Watch Article 6 at COP26

Article 6 from the COP26 conference will be critical to watch. It could mean the dramatic acceleration of carbon credits and net zero going forward.

Ringside at the Uranium Battle Royale

The “other yellow metal” has been on a wild ride the past 2 months. And a lot of uranium company share prices with it…

The Commodity Every Company Will Be Forced to Buy

Imagine for a moment that every major corporation in the world had to buy a specific amount of gold every year.

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Katusa Research is an independent research firm founded by professional investor Marin Katusa focused on natural resource stock investments.

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