Latest Research

Energy Bottleneck: The Electron Ceiling

Marin Katusa -
You can design a better chip, you can’t design a gigawatt.

The metal in your pocket has no price

Marin Katusa -
A metal just 9x'd and you can't buy it.

The companies Uncle Sam buys next

Marin Katusa -
I stopped laughing at government stock picks.

The SpaceX Launch Tax

Marin Katusa -
The “Launch Tax” and why SpaceX may become the largest IPO in history.

Watch the Cement Trucks, Not the Missiles

Marin Katusa -
The $4.69B bet on American gas, signed the week oil crashed.

Compute as a Commodity

Marin Katusa -
It echoes of 1983 all over again. Here’s what happened last time.

Exxon already mined this trade once

Marin Katusa -
The Oil Giant’s patent expired, but the thesis didn't.

Gold Audit Time

Marin Katusa -
One of them is being audited. Two of them are not.

Oil’s Phantom Barrels

Marin Katusa -
You're reading oil data wrong.

Silver’s Identity Crisis

Marin Katusa -
Here’s why the metal forgot what it actually is. Silver bulls got the metal right. They measured it wrong.

Gold’s Funeral Phase

Marin Katusa -
It’s Happened Before: Don’t get scared now.

Here’s who’s holding your silver hostage

Marin Katusa -
74% of the world's supply comes from people chasing something else.
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