Katusa Investment Insights

The 3 “Tells” That Will Move Energy Stocks Before Any Handshake Does

Who Profits When Peace Gets Priced?

Deflation’s Quiet Funeral

Jackson Hole didn't kill the 2% target-it re-armed it, and markets just priced that in.

Tape Money vs. Till Money

Why the line on your screen can make you rich and the cash register keeps you that way.

The King Commodity Coming for Every Company’s Cash

Cash leaks value. Bitcoin stacks it. Smart treasuries are making the switch.

Silver Isn’t Precious Anymore, Just Critical

Two exploding sources of demand will upend the silver market.

Canada’s Money Metrics Crisis – Part II

A Mining Boom in a Market on Life Support.

The Town That Accidentally Became the Internet’s Power Outlet

Why Google Almost Went Dark on July 10, 2024.

The $480 Billion “Extinction Event” for Your Daily Commute

Why Tesla's $4.20 Robotaxi Launch Just Started the Clock on a Transportation Revolution.

The Bitcoin Custody Coup That’s Rewiring Global Finance

Why Coinbase, Jane Street, and the DTCC Are Wrapping Bitcoin—Then Everything Else.

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Meta Platforms (META) Gains Ahead of Q3 Earnings on Optimism for Strong Results

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Palantir Technologies (PLTR) Jumps on Q3 Earnings Beat and New Government Contract Win

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NVIDIA (NVDA) Analyst Predicts 40%+ Upside on Data Center Demand – Latest Targets and Risks

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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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