Canada’s $100 Billion Loss… And Counting
Few periods have seen more destruction than the current Canadian oil drought. But this one is happening during strong oil prices. Here’s what investors need to know.
June 7, 20198 min read
Archive
Oil
Every issue, report and note from Katusa Research, newest first.
Saudi Aramco – A Peek into the World’s Most Valuable Company
Saudi Aramco has been responsible for 1 out of 8 barrels of oil consumed worldwide. It is one of the most important businesses operating in the world today.
April 5, 20195 min read
Is Oil the Ultimate Value Trap?
Over the past few months, the Canadian oil sector has been more volatile than I can remember. But there are crazy bargains in a sea of value traps.
February 1, 20197 min read
Trump Need’s NOPEC, not OPEC
A relatively unknown piece of US legislation from the year 1890 has the potential to derail the global oil industry.
December 14, 20184 min read
This Powerful New Uranium Production Technology Could Rock the Sector like Fracking Did for Oil
When you spot a technology that is surfing on the wave of change, you need to pay attention. Especially in the resource markets. And there is a new production technology you need to know.
August 10, 201810 min read
How Much of This Asset Class is in Your Portfolio?
Serious investors understand the power of cash in bear markets. Recent data from China and the emerging markets show me a significant correction could be on the horizon. I am prepared to take full advantage of these fire sales. Are you?
July 13, 20188 min read
The Solution to Canada’s “Closed for Business” Sign
The Canadian energy sector suffered yet another black eye this week. Facing major regional political headwinds, Kinder Morgan Canada put a stop to work to the permitted expansion of the Trans Mountain pipeline. Here’s how to put Canada back in business.
April 13, 201810 min read
Is Old Energy Heading Towards Life Support? Bring on the Bankruptices
One sector that we here at Katusa Research are paying MAJOR attention to right now is the oil industry. And you should too. It’s a contrarians dream. It’s unloved, bleeding and left for dead. (7 minute read).
April 6, 20189 min read
Four Big Ideas That Could Make You a Fortune in 2018… and an Exclusive VIP Invitation
In today’s end-of-year issue, you’ll find four big investment ides we wrote about in 2017. But this is no bland “retrospective” list. These ideas could make you a fortune next year and the year after that. We hope you and your family have a great holiday season.
December 29, 20175 min read
Donald Trump Wants an IQ Test. A Big One is Coming Up
A small group of uncompetitive U.S. manufacturers are lobbying the Trump administration very hard to get tariffs and trade restrictions place on solar imports.
October 13, 20174 min read
This Single Idea is Worth At Least $100,000
Why take 1 in 3,000 odds? The gold development sector is the absolute best place in the gold sector for value investors to place their bets.
October 6, 20179 min read
An Open Letter to CEOs and shareholders of North American oil and gas companies
Readers of my premium research service have known about this company for many months. But I’m sharing details on it – to a broad audience for the first time – with no strings attached. (6 minute read).
August 25, 201722 min read
