The Single Data Point That Changed Everything
The biggest, smartest, most consistently profitable investors from over the last 40 years are being shown scratching their heads by the media. But they’re rich for a reason.
June 12, 20208 min read
Archive
Macro
Every issue, report and note from Katusa Research, newest first.
King Dollar Sounds a Market Alarm
I’ve never seen a greater difference between the stock market and the economy than what we’re witnessing right now.
June 5, 20206 min read
Trump vs. Powell: Who Wins?
Trump wants negative rates, but are they really a gift? Negative rates are supposed to incentivize spending, in theory. But the opposite ends up happening.
May 15, 20206 min read
Conversation with Katusa: The Biggest Short Squeeze in History
If you aren’t paying attention to the global squeeze of U.S. Dollars then you need to get up to speed quick. Investors, central banks and entire nations see the dollar as the number one asset to turn to in times of panic.
May 8, 20203 min read
The Importance of a Dollar SWAP Line
US Dollar SWAP lines are critical to understand if you own any mining stocks. Do your portfolio a favor and read how they can affect you.
May 1, 20209 min read
When Will the United States Reopen for Business?
This is the second issue in The Rise of America, a series about the future of the United States as the global superpower.
April 19, 20205 min read
The Coming Supply Shock in Mining
Many base and precious metal mines will shut down in the coming weeks. If you think they can re-start with the flick of a switch, think again. They will face financing hardships and will be at the mercy of their bankers.
April 10, 20207 min read
What Comes Next – The GDP Reckoning is Here
How far the coronavirus will spread is yet to be determined, but its current reach will be enough to slow major economies around the world.
April 3, 20206 min read
America the Broken – Can It Be Restored?
This is the first issue of The Rise of America, a series about the future of the United States as the global superpower. You’ll read about the forces that will propel it to unprecedented dominance—and how you can best position yourself to profit from it.
March 27, 20205 min read
An Emergency Briefing from Marin Katusa
If you’re like most people, you might be sitting on the sidelines right now… or worried the ongoing crash could wipe out your earnings… But when this crisis is all over, the resource market will present immense opportunities for investors.
March 23, 20203 min read
Quantum Economics, Negative Interest Rates and Financially Transmitted Diseases
Ultra low interest rates and ever depreciating currencies are the new normal. It’s a race to the bottom. Whether you’re a billionaire or a single mom, negative interest rates will have major implications.
March 6, 20202 min read
The 6 Most Important Charts to Pay Attention to in Turbulent Markets
Savvy (alligator) investors love a good crisis. It creates panic, which creates buying opportunities. The Coronavirus is providing us with just that.
February 28, 20203 min read
