Katusa Research

Katusa Research Katusa Research is a financial publishing firm powered by brilliant ideas led by its chairman, Marin.

The second-largest copper mine on earth has never shipped a pound.
09/11/2026

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

Every dollar of Washington’s interest bill is an argument for gold.
09/04/2026

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

You missed the split point on the letter “K”.
08/28/2026

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

Of copper outside America. Then what?
08/21/2026

Of copper outside America. Then what?

Uncle Sam issued multiple term sheets.
08/14/2026

Uncle Sam issued multiple term sheets.

Washington rescued the yen. Can it rescue what's next?
08/07/2026

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

Only two countries make this fuel at scale and neither is a friend.
07/31/2026

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

Gold is down 25% from its record and the miners fell 36% into the fattest margins they have ever earned.
07/24/2026

Gold is down 25% from its record and the miners fell 36% into the fattest margins they have ever earned.

Apply the “Toothpaste Principle”.
07/17/2026

Apply the “Toothpaste Principle”.

$18 billion fled gold. Look who's buying it.While funds dumped, China's central bank made its biggest gold purchase sinc...
07/15/2026

$18 billion fled gold. Look who's buying it.

While funds dumped, China's central bank made its biggest gold purchase since 2023. Marin breaks down why obituaries run at bottoms.

$18 billion fled gold. Look who’s buying it.

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