Latest Research

Gold’s Marketing Budget

Marin Katusa -
Every dollar of Washington’s interest bill is an argument for gold.

The Tax on Standing Still

Marin Katusa -
You missed the split point on the letter “K”.

Three days left

Marin Katusa -
Of copper outside America. Then what?

The Pentagon’s Shopping List

Marin Katusa -
Uncle Sam issued multiple term sheets.

Bessent’s Notepad

Marin Katusa -
Washington rescued the yen. Can it rescue what's next?

America is Building Reactors it Can’t Fuel

Marin Katusa -
Only two countries make this fuel at scale and neither is a friend.

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.
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