Behind the Scenes on the Base Metals Boom
Investors love chasing stories that are on the front page. But it’s the ones on the back pages that get no love that have the most upside.
December 24, 20206 min read
Archive
Research
Is Big Oil the New Tobacco?
Cigarettes have been an enormous source of tax revenue for the governments. Post-pandemic, governments are going to require new “alternative” sources of tax revenue.
December 18, 20205 min read
The Bitcoin Gurus Are Using a Flawed Formula
Nothing makes me happier than the math guys getting attention – except, of course, when the math is wrong.
December 11, 202038 min read
Bitcoin vs Gold – Part 1
Gold wasn’t the only thing that set a new all-time high this year. Bitcoin managed the same, punching its way back up to set a new record high of its own at $19,850.
December 4, 20209 min read
Gold and Silver Melt, or Meltdown?
Then the generalist funds were quick to move and locked in their gains in gold stocks post vaccine news.
November 27, 20209 min read
A Guide to ESG Investing and How Much Money is at Stake
There is another motive at play than just chasing big profits, Investing in ESG companies and funds makes you look good.
November 20, 20207 min read
Blue Wave, Red Surge, Either Way the Road is Gold
While candidates ran on different platforms and ideologies, both had one agenda item in common: Spend money, and lots of it.
November 13, 20204 min read
The Investor’s Biggest Problem and His Worst Enemy
Maybe other fund managers and newsletter writers have a mystic ability to buy only once and be set. But experience has taught me the best results have been from buying in tranches.
November 6, 20206 min read
5 Important Gold Charts to Watch Right Now
In such volatile times, let’s see if gold is whispering anything to us.
October 30, 20206 min read
The Noble Metals: Hard Money and the 79th Element
The Alchemist’s History on Hard Money: The actual scientific chemical reasons that separate gold from all of the other metals on the periodic table.
October 23, 20206 min read
Are Oil Wells Going Dry – And Is This the End of the Supermajor?
The virus is going to leave a much longer lasting impact on oil demand than just this year’s downturn.
October 16, 20206 min read
Katusa Research Videos
A curated list of macro insights and interviews with industry leaders, hosted by legendary resource investor and New York Times Bestseller Marin Katusa.
October 9, 20201 min read
