Katusa Research
@KatusaResearch
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Original ideas and research. Founder @MarinKatusa invests, educates, researches and finances the resource sector. Not investment advice.
Joined May 2015
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21% of US Dollars were printed in 2020 (so far), or $4.5 Trillion.
This is more than the amount of money created in the previous 5 years, yet only 5% of it is new cash in circulation.
Learn what this means -
@MarinKatusa
@SantiagoAuFund
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Canada just upped capital gains from 50% to 67%.
Canadian equities are already hurting for volume and momentum.
Could be a lot of profit taking coming before the June 25 deadline.
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Gold just starting to go parabolic in Japanese Yen.
No big deal.
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Equities are expensive. Commodities are generationally cheap
Do with this as you wish.
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Japan shocked the energy world.
It’s going to restart several nuclear reactors over the next 12 months.
Uranium has had incredible booms and busts, perhaps more so than any other commodity…
When it moves, it moves big and fast.
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Uranium stocks are rising fast and making big moves higher.
Watch
@MarinKatusa
's exclusive interview with one of the BIGGEST names in the uranium sector...
Who NEVER does interview with western media.
This is an absolute MUST WATCH-
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All Mathletes pay attention.
Bitcoin now shows up in Excel. Another massive step reached in the adoption curve.
Someone get the Excel icon some laser eyes
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Imagine that every major corporation in the world had to buy a specific amount of gold every year.
AND global govts were going to increase the price of gold over time…
…and keep removing gold from the public supply.
You’d invest in gold in a heartbeat.
No-brainer, right?
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Confirmed. Costco is now selling silver bars in Canada with strict limit and no refunds.
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STOCK MARKET TEST
Q. "I want to put money in the stock market, how can I start?"
A. "Take a $100 dollar bill and light it on fire. If you can watch it burn completely and not flinch, you might have what it takes"
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Fasten your seat belt, Bitcoin bulls...
Here's the historical returns of
#BTC
bull markets... a lot of room to run.
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Battery Plant Bonanza
Dozens of multibillion-dollar battery factories now span the U.S., ready to churn out lithium-ion batteries. With more on the way.
All eyes are on Lithium...
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11 nuclear plants in Illinois and Pennsylvania produced more power than all solar in the U.S. in 2021. (Source: EIA)
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We love this chart.
Relatively speaking, commodities are the cheapest they have ever been compared to the S&P 500.
Notice the steep, sharp, rise...
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Canada just secretly added 100 tonnes of gold reserves after decades of not holding anything. 👀
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Gold - $1863
Gold Stocks at Gold $1400
Silver - $22
Silver Stocks at Silver $15
Welcome to the jungle, baby...
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Silver rallies in China as investors drive prices to decade highs, betting on increased demand.
Shanghai's yuan-priced futures surged over 6%, hitting a record 8,733 yuan per kilogram.
That's $39/oz
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Are you paying attention yet?
Uranium stocks are ON FIRE.
Watch
@MarinKatusa
's exclusive interview with one of the BIGGEST names in the uranium sector...
Who NEVER does interview with western media. This is an absolute MUST WATCH
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Barrick Gold is one of the world’s largest gold companies and produces just over 5M oz of gold per year
One of their projects was put on notice... Papua New Guinea threatened to nationalize the Porgera gold mine.
This is a MUST WATCH on why:
#warongold
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The US Dollar Black Hole is Swallowing EVERYTHING
And it's flirting with generational highs.
This is the single most important chart for the coming months.
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The reason that silver can make such massive moves so quickly is because the global market cap is tiny.
Any marginal increase in silver buying or selling tends to send prices into a frenzy.
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You'll Want to Pay Attention
Saudi Arabia has entered the global mining arena with a $2.6 billion deal, taking a 10% stake in Vale SA’s base metals division.
It’s a joint venture (JV) between Saudi Arabia’s sovereign wealth fund and state mining company, Ma’aden, and will close…
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You’ve probably never heard of him.
But he’s in what I call the “inner circle” of the uranium sector.
No, he’s not some banker pitching deals.
He isn’t a rig-hand tossing core in the Athabasca Basin, nor a government bureaucrat going through the motions on permitting…
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Gold $1980 and gold stocks acting like it's $300 less.
For how long.😎
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In a few years, a SINGLE company will control more than HALF of global lithium supply.
To support the nationalization, Chile has established the creatively-named “National Lithium Company.”
The lithium market just got upended.
Here's what it means...
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📢 GOLD Bull Markets
Is this the start of one of the biggest bull markets ever? Scary if so...
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World’s first carbon border tax is starting in Europe
Carbon Border Adjustment Mechanism (CBAM)
🔴With penalties of up to €50 a tonne before it enters fully into force
Here's what's going down...
1. Emissions Tracking & Reporting:
**Companies must monitor carbon associated…
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You can be long a company, meanwhile, another trader is using your shares to suppress the price. Not cool
To avoid someone borrowing your shares, you must to segregate your stock
Just say: “Make sure my stock is segregated so it cannot be shorted.”
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Gold quietly just hit a record high of $2,225 per ounce.
And no investor cares (except for central banks accumulating, like China).
So this is either going to revert back to the mean...
Or there's going to be a major influx of capital to equities coming, the likes of which…
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The lithium race in North America is heating up.
All thanks to dozens of Gigafactories in progress and in plan.
The country that controls the global refined lithium supply will be the superpower of the 21st century.
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And there you have it.
The first hint that interest rates could RISE, not cut.
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The Gold Pressure Cooker has started in China.
Reports of massive lineups to buy physical gold
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THE WHITE GOLD RUSH IS ON
Eramet scores $400M lithium payment from Glencore, UP FRONT.
That's for 50,000 metric tons of lithium.
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The chart 50 years in the making...
The S&P 500 commodities index vs S&P 500 chart below shows that commodities are as cheap as EVER relative to equities. In the coming Rise of America, commodities will be critical.
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The 2 largest lithium producers had 53% of global production last year.
6 companies control ~80% of all lithium being produced in the world right now.
American Lithium Corp (AMLI) has 2 MAJOR projects - in Nevada and Peru.
The market is watching...
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Last year, 1 in 7 cars sold was an electric vehicle.
Global sales topped 10 million new EVs in 2022 – an increase of 60% over 2021.
By the 2030s when the gas car sales bans begin, expect to see these sales figures explode even HIGHER:
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HAMMER TIME
GOLD is about to put in one helluva monthly hammer, among the largest in a decade. This is bullish TA chart porn if that's your thing.
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Gold is the money of Kings
Silver is the money of Gentlemen
Barter is the money of Peasants
Debt is the money of Slaves
Bitcoin is the money of __________ ??
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What are Carbon Credits...
And how critical is it to the world and your portfolio?
@SantiagoAuFund
and
@MarinKatusa
reveal details with massive implications in this interview.
"The industry for creating this is incredible"
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China has quietly accumulated large quantities of gold for 17 straight months –
To the tune of 72.7 MILLION ounces (about 2,250 tonnes).
China’s economic strategy involves diversifying away from the US dollar, which dominates global trade and commodity pricing.
Despite its…
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4.6% of China’s electricity comes from their 48 nuclear reactors.
They want to get to 20% - which will take another 150 reactors.
That’s just China (wink, wink).
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Here's the quiet part out LOUD...
Gold: The Silent Giant Awakens
While the world was busy elsewhere, gold quietly breached and torched its all-time high in an epic and fast run. Few noticed.
And now, gold quietly made a major run during the Christmas period...
✅Highest…
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Central banks bought up RECORD amounts of gold in Q3 (to the tune of 400 tons). 🚨
And it's the most gold purchased YTD since 1967 (back when the dollar was backed by gold).
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Uranium Forecast
Here's the current supply and demand scenario.
If this chart is any indication, we could be heading for another spike in uranium prices.
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📢Silver Bull Markets
There is a LONG way up to go.
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The US Dollar on the Brink of Disaster?
The USD has come back to earth, albeit still up 18% against most currencies over the past 5 yrs. Hard to argue that the USD is truly collapsing right now.
Do you want to see a chart of a currency collapsing?
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A Source of Uranium Demand That NEVER EXISTED Before
It’s one that’s going to completely change how the uranium market works.
The prospect of unquenchable global thirst for uranium has invited speculators into the uranium market.
A handful of them are intent on taking every…
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“The object of life is not to be on the side of the majority, but to escape finding oneself in the ranks of the insane.”
― Marcus Aurelius, Meditations
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The entire silver market is a blip relative to other sectors.
And this creates massive leverage for silver because of its small scale.
Remember how violent the rise in the once-tiny cryptocurrency sector was when capital came in?
It's exactly the same case for silver – scale…
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Twice in the past fifty years, the price of uranium has shot up over 600%.
Both were due to a “black swan” event—one that cannot be predicted, but completely alters the landscape of an industry.
Another such event is taking place right now.
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Uranium just broke $91.36 per pound
Prices are now at 16 year highs yet still well below the record.
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A Run on the Uranium Bank Has Begun
In 2016, a member of the California State Lands Commission began advancing an effort to shutter the last remaining nuclear power plant in the state: Diablo Canyon.
Diablo is the single-largest source of electricity in California, providing…
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Remember Credit Default Swaps?
It's a form of insurance in case a bond is not paid back
Spikes in the swap market typically occur during times of crisis.
And this recent move is orders of magnitude greater than previous highs.
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This is the truth.
Not just in investing, but many aspects of life.
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Silver bullion dealers are seeing I credible demand. Line up out the door in retail locations. Incredible.
#silversqueeze
is having a major effect
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Lookout. Silver is attempting to breakout from 5 year highs.
RSI not yet at overbought...
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Silver is off 50% from its all time high
Gold is off 7% from the promise land
And Bitcoin is down 69%
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This bear market looks eerily like 2008.
If that's the case, buckle up.
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The War on Gold and importance of US Dollar SWAP lines
It's a huge secret of the gold market the mainstream financial media has no idea about (Hint: these are the gold stocks you must review in your portfolio at all costs)…
This is a MUST WATCH:
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Carbon is the fastest rising asset class in the world and NO ONE is paying attention.
It's not even in the first inning yet. We're still listening to the national anthem playing... 😎
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$24 Spot Silver. Yet no one's talking about it.
But try to find it to BUY under $30.
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Here You Are
Dow 40,000
Gold $2400
Silver $30
Big Mac $10
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Silver Bull Markets
It feels like something's brewing. If so, there is a LONG way up to go.
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Nuclear Energy as stable, base-load power is a no-brainer.
And ultra-low in emissions. So what's stopping the Western world from moving to it?
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LOOK OUT
Gold has massively outperformed the miners over the past 3 years.
BUT over the past 3 months, gold stocks are outpacing the metal.
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Australia mines half of the world’s lithium. And ships 90% of that to China for processing.
All off-limits to U.S. manufacturers starting at the end of 2023.
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Gold is nearing $1900.
Gold stocks have spiked in the last few months.
And now you're interested in the sector.
🛑What metrics should you look at?
🛑Where do you start?
🛑What are the industry secrets?
It only takes minutes for you to learn...
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The Hair-Trigger Metal
The gap between the amount of uranium miners produce and what reactors need continues to widen rapidly.
In 2022, coverage hit another record low. Only 74% of uranium demand was actually produced.
The cumulative uranium supply/demand gap from the last…
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“It’s waiting that helps you as an investor, and a lot of people just can’t stand to wait.”
-Charlie Munger
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The Gold Awakening
What’s about to unfold in the global financial markets could become “the golden bull market of the century"
We predict that millions of investors will flock to precious metals in search of a safe haven.
Driving the price of gold to levels never seen before.
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The gold open tomorrow will be very telling.
Now an above zero chance of a moonshot candle. 😬
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210 days, 0 return.
60 days, 460% return.
Learn how to become an Alligator Investor –
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Is a Silver Slingshot Move Coming?
The booms and busts of silver have truly been exceptional, putting the testicular fortitude of even strongest silver bugs to the test.
@MarinKatusa
pulls up charts to answer...
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Name another sector more unloved and hated right now than Lithium.
Down 83% year over year.
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Silver Spreads Gone Wild
Spot price = $20.70/oz
Selling price = $27.59/oz
33% difference
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Reddit is no doubt inspired by the infamous 2010-2011 silver squeeze, which backfired against institutional shorts...
SLV rallied 167% between Aug 2010 – Apr 2011, and in May-2011 spot silver hit a record $48.70/oz.
Are you prepared for 2021?
#silversqueeze
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Pay attention to the copper price right now.
A 20 year breakout could unfold in the coming months as copper is within 10% of its all time highs.
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The lithium game is about to change, driven by an insatiable appetite for electric vehicles (EVs).
As countries battle climate change and phase out gas-guzzling cars, EV sales are skyrocketing.
And so too will the demand for lithium.
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Something brewing in the gold and silver markets...
Gold 1oz eagles are selling for $100 or more over spot right now.
Silver 1oz coins are selling for nearly 50% over spot.
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This proves the top in Gold is not even close.
Would you rather have a free one-ounce gold coin, or $20 bucks? 🤦🏻♂️
1K
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5K
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📢Gold Investors BEWARE, this is a must watch with
@MarinKatusa
and Thomas Kaplan (CIO of Electrum Group)
•The “Kaplan Doctrine”
•Mining's pivot from safe to frontier
•The sector that's game over for investors
•He reveals 2 top stocks
WATCH HERE -
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Is Kazatomprom becoming "The OPEC of Uranium"?
Kazatomprom quietly partnered with the nation’s Sovereign Wealth Fund to build a Strategic Uranium Reserve (A SUR Thing)...
That now has plans to purchase $500 million dollars of physical uranium.
Think about the advantage this…
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"There are decades where nothing happens; and there are weeks where decades happen"
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Spot gold at $2084/oz has surpassed its previous closing ATH of $2077 and according to COT data.
And Hedge Fund short positions are near 52 week lows.
Yet $NEM, the world's largest gold producer is near 5 year lows, trading at 0.9x NAV and 6x 1Y forward cash flow.
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KR Special Situations Signal - Gold Royalty Corp (GROY)
CEO
@DG_Garofalo
made aggressive moves
↗️more than a 1,300% increase in total number of royalties since their March 2021 IPO
✅The current share price gives Gold Royalty a 0.45 price/NAV (Consensus NAV) ratio.…
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FX ON THE BRINK
The decline of traditional currencies is just the beginning.
Take Gold for example, it has broken out in ALL currencies – and now decisively in the USD.
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Gold stocks don't believe the recent move in gold.
Investors attitude and share prices are saying this is one of the most unloved gold bull markets, secular or not.
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Gold is flirting with $2088 and it's the least heralded piece of news in the markets = more could be coming.
Gold equities haven't gotten the memo. When they do, we'll all wish we owned much more.
Until then, buckle up.
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Gold: Prints a new record high
Silver: Hold my beer, it's almost show time
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Without these metals, there is no green revolution.
Lithium, nickel, cobalt, manganese, and graphite are on the U.S. Department of Energy’s ARMs list
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Congrats to all subscribers....
3 months, Alligator Investing
2 months, 124% returns
Become an Alligator -
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What online broker do you use?
Are you happy with it?
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A Historic Twist in the Copper Tale.
The spread between immediate copper delivery and copper delivered one month ahead reveals a telling metric.
A spectacle not seen in over 25 years.
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1 year ago today, toilet paper was hotter than Bitcoin, Gold, TSLA stock and the USD... combined.
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