Research

Katusa Investment Insights

You’re Stuck at 3%

The cost of Capital.

October 16, 2026·6 min read

Katusa Investment Insights

They Raised the Forecast Again

Here's who's double-booking your power grid.

October 9, 2026·5 min read

Katusa Investment Insights

AI and the safest cigarette ever sold

How This Safety Pitch Ends.

October 2, 2026·4 min read

Katusa Investment Insights

America’s Most Valuable Acre is Empty

America keeps its emergency oil in a hole.

September 25, 2026·6 min read

Katusa Investment Insights

Election Market Correction

Are stocks cheap or expensive right now?

September 18, 2026·5 min read

Copper

Missing Escondida

The second-largest copper mine on earth has never shipped a pound.

September 11, 2026·5 min read

Gold

Gold’s Marketing Budget

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

September 4, 2026·5 min read

Katusa Investment Insights

The Tax on Standing Still

You missed the split point on the letter “K”.

August 28, 2026·5 min read

Copper

Three days left

Of copper outside America. Then what?

August 21, 2026·5 min read

Katusa Investment Insights

The Pentagon’s Shopping List

Uncle Sam issued multiple term sheets.

August 14, 2026·5 min read

Katusa Investment Insights

Bessent’s Notepad

Washington rescued the yen. Can it rescue what’s next?

August 7, 2026·5 min read

Katusa Investment Insights

America is Building Reactors it Can’t Fuel

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

July 31, 2026·5 min read