Research

3 Key Facts the News Outlets are Missing on the Saudi Aramco IPO

The hottest topic of conversation today is the speculation that Saudi Aramco may go public with an IPO. But there are some simple questions that no one is asking.

Was Obama Right about the Green Dream?

Why renewable power is not just a flash in the pan investment.

Revisiting my Open letter to David Einhorn’s Big Oil Short

A trip down memory lane: David Einhorn's oil short and comparing our largest holdings.

2015 Silver Summit, India and the Elephant in the Room

An invite to San Francisco and the new elephant in the oil and gas sector.

Bailing out the Bakken

How the North Dakota government is bailing out the oil patch.

Why Russia may Default on its Foreign Debt

Why the western bankers have mispriced the default risk on Russian debt.

Katusa’s Corner Vol. 2

Katusa's Corner Volume 2: The Battle of the Bakken, along with my thoughts on the market and charts to watch.

Katusa’s Corner: Volume 1

Katusa's Corner Volume 1: My thoughts on the market and my charts to watch.

The name’s Bond … Green Bond

The hottest spot in the bond market and what it means for the renewables sector.

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