Latest Research

The Last Time Gold Looked Dead, It Rose Sevenfold

Marin Katusa -
Gold is down 25% from its record and the miners fell 36% into the fattest margins they have ever earned.

The Debt You Can’t See

Marin Katusa -
Apply the “Toothpaste Principle”.

Gold’s Obituary Just Got Published

Marin Katusa -
$18 billion fled gold. Look who’s buying it.

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.
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