Tape Money vs. Till Money
Why the line on your screen can make you rich and the cash register keeps you that way.
August 15, 20254 min read
Archive
Katusa Investment Insights
Every issue, report and note from Katusa Research, newest first.
The King Commodity Coming for Every Company’s Cash
Cash leaks value. Bitcoin stacks it. Smart treasuries are making the switch.
August 8, 20255 min read
Silver Isn’t Precious Anymore, Just Critical
Two exploding sources of demand will upend the silver market.
August 1, 20255 min read
Canada’s Money Metrics Crisis – Part II
A Mining Boom in a Market on Life Support.
July 25, 20255 min read
The Town That Accidentally Became the Internet’s Power Outlet
Why Google Almost Went Dark on July 10, 2024.
July 11, 20256 min read
The $480 Billion “Extinction Event” for Your Daily Commute
Why Tesla’s $4.20 Robotaxi Launch Just Started the Clock on a Transportation Revolution.
July 4, 20255 min read
The Bitcoin Custody Coup That’s Rewiring Global Finance
Why Coinbase, Jane Street, and the DTCC Are Wrapping Bitcoin—Then Everything Else.
June 27, 20255 min read
Solar Goes 24/7 Today—Have You Met Its Toll-Collector?
Panels now profit after dark; one small-cap owns the meter.
June 16, 202512 min read
“The Sun Has Won”—and It’s Not Even Close
Tomorrow’s #1 Power Source? The Data Arrived Overnight.
June 13, 20254 min read
80% Crash, 700% Demand Growth: This Sector’s Math Doesn’t Add Up
Four bottom signals just fired; early movers eye 100-300 % snap-backs.
May 30, 20255 min read
A 60-Year-Old Copper Split Is Re-Emerging
Could This Quiet Warehouse Shift Signal Copper’s Next Price Shock?
May 23, 20254 min read
White House Loophole Could Unleash 200 New Reactors
The Regulator Blocking America’s Energy Boom, Gone?
May 16, 20255 min read
