Katusa Investment Insights

The Panic Play

In the United States, the S&P 500 is getting close to bear market territory. As of this writing, it’s down 19% from its 2021 high.

Violent Charts

IF this is the beginning of a VIOLENT move upwards, commodities are about to get very expensive... Watch Gold closely.

Are Gold Stocks TOO Cheap vs the Gold Price?

On average, gold stocks are up a higher percentage than the metal. But it’s true, gold stocks “should” be higher given the leverage to rising prices.

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.

Oil Importance in the Russian “Land of Fire”

The modern oil industry was born in an area known as “The Land of Fire” in the Russian Empire.

“From Bar to Barley”: Net Zero Cleared for Liftoff

There are major movements happening behind the scenes in the carbon markets.

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.

With All Eyes on Russia, Don’t Forget the United States’ Most Powerful Weapon – SWAP Lines

The current global shift in geopolitics will lead to the first major implementation of SWAP Lines due to war, as opposed to a global financial crisis.

MELT UP: Gold, Commodities and a Crude Awakening

Coming Soon? Only under the most volatile of market conditions do we ever see “melt up” or “melt down” scenarios.

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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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