Katusa Research

YouTube: https://www.youtube.com/c/KatusaResearchWebsite: https://katusaresearch.com Katusa Research is an independent investment research firm founded by professional investor Marin Katusa. Starting from scratch, Marin has built a large personal fortune… all through his ability to find great investments. During his career, he has sat on the board of a public company, arranged over $2 billion in financings, and

Market Signals: Cash, Buffett and Gold

As the ultimate value investor, when Buffett buys it’s a good signal, but what he buys is even more valuable. After all, not all stocks and sectors go up together… According to the most recent 13-F SEC filing, Buffet has increased his positions in energy stocks. All while selling pharmaceutical businesses. Long energy, selling pharma

Oil Importance in the Russian “Land of Fire”

The modern oil industry was born in an area known as “The Land of Fire” in the Russian Empire. In the economic post-Second World War boom, large oil deposits were discovered in Russia. The increase in Soviet oil exports led to a decline in world oil prices and was one of the reasons the Organization

Melt Up: Gold, Nickel, Wheat Surge with Russia

What’s going to happen to carbon??? Only under the most volatile of market conditions do we ever see “melt up” or “melt down” scenarios. The Rush to Safe Havens is On. This sets up the US dollar to continue to dominate the world as a reserve currency. It is times like these where all the

Commodities War Russia: What’s Really Going On

Because of my 2014 New York Times Bestseller called ‘The Colder War’, I’ve had a flood of media requests to comment on what will happen next. I’ve stayed quiet on purpose. Until now… Related Articles: Russians on a Gold-Buying Spree Petro Dollar Keeps Dying While Russia Grabs More Support Conflict with China and Russia Could Accelerate De-Dollarization Oil

Katusa Commodity Heatmap – Gold, Uranium, Carbon

Whether you crushed it or got crushed in 2021, it’s time to sharpen your pencils, refocus, and prepare to capitalize on new opportunities. As many of you know, commodities are cyclical. Large price moves normally come in waves and the big winners rotate as the economy changes. When the economy’s expanding, base metals and industrial

Trillions of Dollars on the Hunt for Alpha

The beautiful thing about the stock market is that there is a never-ending source of opportunity.Trillions of dollars are constantly on the hunt for one thing: alpha. Alpha is known as the return of a portfolio over a benchmark. Searching for the next source of alpha can lead to massive profit windfalls for hedge fund

It’s going the Opposite Direction! US Inflation Jerome Powell!

It’s now been 3 months since Powell took his stand at Jackson Hole, and yet inflation has gone in the exact opposite direction. Fed Chairman Jerome Powell gave his speech at the annual Jackson Hole Economic Symposium… In the months leading up to the conference, he noted the sharp run-up in inflation. However, he relaxed

A Golden Lie?! Gold Stocks are Up but…

Over the past 3 weeks, gold has perked up, rocketing nearly $100 per ounce. But is gold “ready” for its next leg higher? Like it or not, gold has been in a downward trend for over a year… Lower highs have come with lower lows, leading to 12 months of falling prices. Right now, the

Metals Will Be The Oil Of The Future

Source: https://oilprice.com/Energy/Energy-General/Metals-Will-Be-The-Oil-Of-The-Future.html By Alex Kimani The energy transition is in full swing, with electric vehicles supplanting gas guzzlers and solar panels and wind turbines replacing coal and oil as the world’s leading energy sources. Scientists have warned that keeping temperature rises to 1.5C requires global emissions to be cut by 45% by 2030 and to zero