Research

Commodity Heatmap

Whether you crushed it or got crushed in 2021, it’s time to sharpen your pencils, refocus, and prepare to capitalize on new opportunities.

A Peek Into Katusa’s Inbox

Never put more than 10% of your speculative portfolio into any one stock. In the past, I know I haven’t entirely followed that rule myself, but you can only get real success in speculations with risk mitigation and by letting your winners ride (think Northern Dynasty and Alterra as recent examples).

The Insurance Disaster Trade

To the 1 in 1,000,000 investors, like the alligators reading this… It will be the start of some of the most critical talks in the global markets

Golden Alpha

The beautiful thing about the stock market is that there is a never-ending source of opportunity. Here’s one in gold.

Climate Tokens and The Never-Ending Squeeze

If you’ve been paying attention to carbon prices, you’ll know that they’ve been on a tear.

What’s the Greenest Energy Source? The Answer Will Shock You

What is the greenest, lowest carbon source of energy?

Are Inflation Indicators Turning Against The Fed?

It’s now been 3 months since Powell took his stand at Jackson Hole, and yet inflation has gone in the exact opposite direction.

The Gold Circus

Over the past 3 weeks gold has perked up, rocketing nearly $100 per ounce. But is gold “ready” for its next leg higher?

Copper: The Big Squeeze

Earlier this year I highlighted that it was about to get spicy in the copper market. There were several signals that were flashing that made me pay attention.

Must Read

About us

Katusa Research is an independent research firm founded by professional investor Marin Katusa focused on natural resource stock investments.

Company

Customer Service

Contact 1.5x

This website may only be used pursuant to the Terms & Conditions, and any reproduction, copying, or redistribution (electronic or otherwise, including on the World Wide Web), in whole or in part, is strictly prohibited without the express written permission of New Era Publishing Inc. 530-800 West Pender St, Vancouver, BC, Canada.

© Copyright 2026 Katusa Research. All right reserved.