March is Critical for Commodity Markets and Coronavirus
The major theme that has captured the global markets is the Coronavirus.
February 21, 20205 min read
Archive
Macro
Every issue, report and note from Katusa Research, newest first.
China Sneezes and the World Catches Pneumonia
Coronavirus is already having ramifications for many commodities. The oil market has done a complete reversal in the span of 40 days. Liquified Natural Gas (LNG) has been decimated. This presents opportunities for crisis investing.
February 14, 20203 min read
Supercharge Your 2020 Resource Portfolio
2019 was a tale of 2 worlds. Niche metals like vanadium and cobalt took it hard on the chin. Meanwhile oil, soft commodities and precious metals rocketed higher.
January 3, 20204 min read
Revealing Brokerage Secrets and Should Short Selling be Restricted?
I believe in an open market… But I also believe that if we are all playing the same game (the stock market) both the longs and shorts should be playing by the same set of rules.
December 27, 20195 min read
Is the Resource Sector a Short Selling Paradise?
The basics of going long and selling short are as follows: A long position means you own a stock, so you make money when the stock rises.
December 20, 20196 min read
Tax Loss Season: What Does the Broken Clock Setup Look Like?
We’re now entering the alligator investor’s favorite season. It’s one where a government law allows us to pick up shares on the cheap.
December 6, 20195 min read
An Urgent Signal for the Coming Bull Market
It’s a landmark moment in an investor’s career when he/she realizes that, much like a powerful river, volatility can be harnessed, directed, and used as a tool.
November 15, 20192 min read
Negative Rates, Access to Deal Flow and a First Time Ever for Doug Casey
He’s experienced a life most can only read about or dream about. Yet, today you’ll read about the actual relationship between Doug Casey and I. And is the first time something like this is being published – ever.
November 1, 201917 min read
The World-Class Gold & Silver Summit That Could Produce the Next 10-Bagger
These are the early innings of something extraordinary. Gold and silver have been hot in 2019, no doubt.
October 11, 20195 min read
Financially Transmitted Diseases
The world economy has contracted many financially transmitted diseases (FTD). Negative rates will cause disruption in many asset classes, prepare accordingly.
September 13, 20197 min read
The Impossible Recession in the World’s Playground
FTD’s, aka Financially Transmitted Diseases, will start to appear and be used more frequently. Just like in Switzerland in the 1970s
September 6, 20195 min read
The Brilliant Hidden Agenda Behind Trump’s Greenland Buyout
At face value, Greenland looks like a horrible proposition. But this isn’t even the U.S.’s first, or second, or even third attempt to pick up the Arctic country. Here’s the rare reason why…
August 30, 20196 min read
