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Katusa Investment Insights

Every issue, report and note from Katusa Research, newest first.

Gold

The Gold Price is Wrong

Gold’s at a record. Relative to all currencies, it’s still on sale.

September 19, 20254 min read
Katusa Investment Insights

Deflation’s Quiet Funeral

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

August 29, 20255 min read