Latest Research

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.

You’re not late. The frenzy hasn’t started.

Marin Katusa -
Nobody at dinner is talking about gold and silver. Good.

The “Watermark”: You’re grieving money you never had

Marin Katusa -
And it's quietly wrecking every decision you make.

One Water. Half the World’s Food Supply.

Marin Katusa -
Forget oil. Something far more important moves through Hormuz.

[Special Situations Alert]: Tether is Buying Versamet (NASDAQ:VMET)

Marin Katusa -
Most investors think Tether is a stablecoin company that happens to own some gold.

Every robot needs 30 magnets. There aren’t enough.

Marin Katusa -
The Lithium Crash Killed the Mines. Now 50,000 Robots Need Batteries.

Never Bet Against America

Marin Katusa -
In 2021, I called America's comeback in print. Here's the scoreboard four years later.
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