Katusa Investment Insights

The Companies Building Billion-Dollar Power Sheds

The overall number and sheer magnitude of the data centers being built defies imagination.

Copper’s Turning Point: China’s Economic Shake-Up and Global Impact

China's Copper Moves: A Signal of Economic Revival or Too Little Too Late?

Boom, Bust, and Echo: Mastering the Lithium Market

Ready for the Lithium Roller Coaster? Navigate Market Volatility Like a Pro.

Now is the Time to Nickel and Dime

It’s the home of the kagu, a bird that cannot fly.

The Kill Switch that Derailed OpenAI’s “Master Plan”

“My basic model of the world is cost of intelligence, cost of energy” – Sam Altman, OpenAI founder

Chinese Emissions. German Cost. And the Reliability of Baghdad.

Here comes the next major event in The Electric Pandemic.

The Electric Pandemic Dawns

Power is going to be a large-scale, out-of-control problem for the foreseeable future.

Berkshire Hathway Looking at Canada?

When the 'Oracle of Omaha' gives clues and market insights, it's time to pay attention.

The Ultimate Free Ride

In 2013, they accidentally threw away a scratch-off lottery ticket.

Must Read

Katusa Market Brief

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

Katusa Market Brief

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

Katusa Market Brief

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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