Macro Research

No stranger to massive success, Rob McEwen answers a lot of questions I pose to him that are on the mind of gold investors. In the interview, he reveals where he sees the gold price by the end of 2017 and the qualities of a junior that makes them a buyout candidate for a major. (6 minute read).

As a new resource investor, it’s hard not to get interested in the excitement and drama that comes with investing in far-off lands. After all, many countries in Africa, Asia, and South America are less picked over by exploration geologists. But be careful where you put your investments dollars and learn as I have. (5 minute read).

Over an amazing 40+ career in the mining industry, Pierre Lassonde has pulled off a lot of incredible deals. I was lucky enough to sit down with this royalty streaming pioneer and another legend in the industry to hear some awesome stories of their younger days. (5 minute read).

As a large investor in the infinite resource space, I like seeing Buffett highlight how renewables can generate huge amounts of cheap power. In the past 20 years, renewable energy has gone from an expensive pipe dream to an amazing source of clean, cheap energy that can produce incredible returns for investors. But… two of Buffett’s statements are wrong. (6 minute read).

Attendees of the recent Vancouver Resource Investment Conference had the good fortune to hear to Frank’s current thoughts on the world… and where he is investing right now. My public interview with him was one of the conference’s highlights.

During boom times, people are more than happy to spend that much on a deposit. During bust times, when sentiment is terrible, they are happy to sell the same deposit for a 75%+ discount. That’s when you need to be ready to buy. (5 minute read).

As I mentioned in this essay, private placements are in high demand with wealthy, knowledgeable investors.

Russia controls over 50% of the world’s uranium enrichment capacity. The enrichment facilities in the U.S. and in countries friendly to the U.S. are running virtually flat out. (5 minute read).

One of my major goals in founding Katusa Research is to level the playing field in the natural resource sector…to provide individual investors with the insight and tools they need to compete with large funds and connected players. (5 min read).