Marin Katusa
@MarinKatusa
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NY Times Best Selling Author, ‘The Rise of America’ hit #1 on the WSJ & #1 on Amazon Research published at
Joined May 2012
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This is the single most important chart in the world right now. IF this is the beginning of a VIOLENT move upwards, commodities are about to get very expensive...
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Forget Greenland. The
@POTUS
should make an offer to buy Alberta. 3rd largest reserves of oil in the world. Texas of the North. With the amount of disrespect the current CDN gov't has shown Alberta, most Albertan's would vote for it. MAGA Make Alberta Great Again.
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As of today, I have converted my substantial gold, copper, green energy and uranium holdings into
#BTC
#irresponsiblylong
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Commodities are the cheapest they have ever been compared to the S&P 500.
Copper has risen 11% ytd, and 25% over the past 3 yrs
Silver has spiked 18% ytd, and is at 11 yr high
Uranium hitting 15 yr highs.
But the silent bull market the average investor isn’t seeing, is GOLD
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There is ZERO spot uranium available at $64.75/lb
Uranium is now bid $65/lb
lowest offer at $68 (that is a seller and only 100,000 pounds).
How is a utility going to buy 2M pounds (1% of global demand?)
boom she goes!
Will Sportt U be in a position where they sit on
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WOW. Costco is expected to sell $2 Billion in Gold bullion in 2024. The U.S. Mint sold $2.7 Billion in gold bullion in 2023.
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Gold spot price just flirted with $2050 per ounce. Gold miners trading as of gold trades at $1500 per ounce.
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10 years ago today I took my first step after an open heart quadruple by pass surgery. Your health is worth more than all the $ in the 🌎. If you ever feel pain go to a Dr. Get your cholesterol checked. Nothing but Love! You owe it to your loved ones. Don’t neglect your health 🐊
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Gold is the currency of Kings
Silver is the currency of Gentlemen
Barter is the currency of Peasants
Debt is the currency of Slaves
USD is the currency of ______________________?
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There are 109 cryptocurrencies with market caps over $1 billion right now
There are 46 gold miners globally with market caps over $1 billion right now
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All time high close for Gold at $2238 per ounce which sets record for daily, weekly and monthly gold prices.
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Potential Warning on China & Copper:
Copper import premiums in China have gone to zero for the first time since GFC.
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A new Uranium Holding Company is coming to a uranium market near you with an initial USD$125Million (Series A) backed by a major Sovereign Wealth Fund to buy physical uranium with a focus on non-US and non-EU investors (AKA those who want to avoid US KYC hurdles)...BULLISH U!
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If:
Gold is the currency of Kings
Silver is the currency of Gentlemen
Barter is the currency of peasants
Debt is the currency of Slaves
Then..
Bitcoin is the currency of …
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Be careful of becoming a permanent resident of an online echo chamber of a specific investment theme or belief. That echo chamber will only support such a view and ignores the changes market and facts. Nothing could be worse for your portfolio.🐊
#alwayslearning
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Spot Uranium $73/lb. ZERO Uranium on the offer for Converdyn settlement which means NO uranium for sale on NA soil. For those who think new mines will come online on time and at design capacity or mine expansions will increase production— I wish you luck. But you should know
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This one barrel of yellowcake can power 15,000 homes post enrichment for an entire year!
I got my U--do U?
momentum is building globally for nuclear (and uranium) and even Warren Buffett is getting behind nuclear...
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#PresidentBiden
just announced a total ban on oil, natural gas and coal imports from Russia.
#uranium
was not included in the ban of Russian imports. If
#U3O8
imports mined and processed by Russia gets banned--watch the greatest
#meltup
in the history of commodities happen.
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The Chart that every
#gold
investor needs to pay attention to right now.
It's the weighting of gold stocks in the S&P 500.
Crazy that sliding from 0.30% to 0.07% sent the gold market into the worst bear market in history. IF it goes back to the 30yr avg of 0.23% - blast off.
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Newmont (
#1
gold producer) has made an indicative $16.9 billion takeover offer for Australia's No. 1 gold miner Newcrest Mining. Got Gold?
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Gold is a stone’s throw away from $2300 ($2292/ounce) & setting new record highs but attracting very little attention from investors. Ignored/Hated Bull Market?

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#oil
in Canada hit $3.80 per barrel this morning. A starbucks latte is now almost 2X more expensive than a barrel of
#oil
in Canada today. A barrel of oil is cheaper than a donut and coffee from Tim Hortons.
#TwilightZone
#wexit
?
@Starbucks
#oilprice
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U.S. Dollar – The Short Squeeze of the Century
@SantiagoAuFund
and I just had a GREAT talk on the U.S.D and SWAP lines.
The U.S. Dollar can unleash more carnage on foreign soil than a nuclear warhead.
#gold
#dollar
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The largest Gold funds continue to face daily redemptions as gold is at all time highs.
#1
reason for the redemptions? "We'd rather own Bitcoin". Very bullish for gold and gold equities
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Will market history rhyme? The 5month rally in 1930 was followed by a 85% decrease into late 1932.
#gold
.
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In 5 years— every major producing resource company (both energy and mining) will have a CCO (Chief Carbon Officer).
#decarbonisation
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Gold Stocks are Cheap… For Now...
This is very rare. For 60 years--Gold stocks have traded at 2-3X premium to base metal miners--Not today.
The world’s largest gold companies are trading below Net Asset Value, while those in the “mid-tier” space are trading for as low as 50
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Global debt at $300Trillion. That’s 350% of global GDP. Up $40 Trillion since March 2020.
#debt
#trillionsnotbillions
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-SWAP Lines….
Chile Nationalizes Lithium Industry Overnight
And you you think it will stop with Chile? And it won’t be other Metals?
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WWII remains the most expensive war ever fought. Total WWII cost for all was a combined USD$6 trillion, adjusted for inflation. The stimulus committed by global governments and central bankers in 2020 now exceeds the total cost of WWII—more than USD$6 trillion and counting
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#Kazakhstan
declares state of emergency to start 2022. Hope all our friends there are safe. Very bullish for
#uranium
. Permitted, built and producing in U.S. looks pretty good right about now...
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The carbon footprint of a kilo of shrimp is ten times higher than a kilo of beef raised on land cleared in the Amazon.
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Uranium just traded $100 per pound.
What's next? Not what you expect...
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Gold Just Hit $2190
But, are Gold Companies More Profitable?
AISC Margins, on average have been an improving trend for miners. AISC=All In Sustaining Costs (that's the metric that matters for investors)
Value Investors will take notice
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US Senate just passed H.R. 1042, The Prohibiting Russian Uranium Imports Act: National Opportunity to Restore Uranium Supply Services In America = NO RUSSIA
Domestic USA Uranium will get exciting. Rise of America.
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What if
@BarackObama
ran as Biden’s VP in 2020? Biden’s health in question and could very easily end in 2 more terms of Obama in White House. Crazy (thought) but we live in interesting times.
#Twilightzone
Just a thought...
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Commodities are in the deepest Backwardation in 15 years.... that means higher spot price than future prices--which also means current demand is outstripping supply....
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Uranium closes the week at a new 12 year high of USD$70.50/pound
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Uranium $75.88/lb
Even at a double from here— uranium spot price no where near all time highs when adjusted for inflation.
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Most important chart right now. Forget the noise and volatility. Those who make the switch to commodities and commodity related stocks will massively out perform over the next decade.
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Near term rallies in $Gold occurred twice in the past 2 years when short positions and bearish bets got this high
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Rules of Society:
Moses said, “The law is everything.”
Jesus said, “Love is everything.”
Marx said, “Money is everything.”
Freud said, “Sex is everything.”
Einstein said, “Everything is relative.”
I wish everyone happiness, health and wealth in 2020.
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U.S just hit record high
#oil
production of 13.1 mmb/d (Million barrels/d). Russian prod at 11.5 mmb/d. Saudi Arabia going to 11 mmb/d oil price wars have started.
Bullish for US$
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Uranium Market Update:
Current spot just traded $73.50/lb
Bid73 Ask74
If one wanted to buy 250,000lbs price of U3O8 = +$75/lb
More importantly— no delivery for min 4months (remember spot historically settlement in 30 days)
Western Demand for Western Settlement is only going to
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Hedge A Mess...Cameco... Hard to "layer in" more volume at +$100/lb uranium when Cameco needs to buy uranium in the market because their mines not meeting guidance and selling at a discount. That's what happens when management don't own shares and have cushy jobs to show their
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Uranium is now bid $77/lb and no offers below $78. Looks like $80 by Xmas is a lay down. Key Takeaway: volumes are light— meaning no supply for sale at these prices.
And over $500M in cash sitting in funds trying to lock up pounds from spot MKT, LT mkt or direct from mine
Uranium $75.88/lb
Even at a double from here— uranium spot price no where near all time highs when adjusted for inflation.
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Managed money short positions just hit a new all time high in
#copper
. Last time this happened copper prices rose 20% in 4 months.
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Open Disclosure: Over the last 3 months I have been directly contacted by companies domiciled in Asia (I’m guessing Chinese $) that are looking to buy large amounts of gold directly from gold mines settled at smelter of our choice
The Gold Pressure Cooker has started in China.
Reports of massive lineups to buy physical gold
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Do you know what the most undervalued silver producer in the world is right now?
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Buy when there's blood in the streets. Don't catch a falling knife.
Savvy cliches, for sure. But I love buying assets when they're so out of favor and no one wants them. Then selling them to a lineup of buyers in a bull mkt. Today my 3 year commodity chart is flashing
#Uranium
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Don't look now... $Copper is breaking out and soars to a 3 year high. Electric vehicles, massive government spending in infrastructure and rising demand among other factors in play
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Breaking: A Spot uranium transaction in 2022 with two large players which was supposed to take 30 days (historical norm for spot transactions) to settle and deliver took 240 days (8mos) for the U3O8 to be delivered.
Supply is very tight. Bullish for uranium.
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This year alone, the Chinese have acquired 2.7 million ounces (92.5 tons) of gold... with no signs of slowing down. Using a spot price of $1,500, that’s $4 billion worth of bullion.
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Although nuclear energy powers almost 1/5th of all America's base load electricity, the
#uranium
sector as a whole is a fraction of the value of the other commodity sectors. Passive Funds are going to ignite this sector to previous highs and beyond.
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Is uranium going to rip thru $40/lb quickly and then $50/lb? Cameco (NA's largest Uranium Producer) call options volume up 450%. 6th most active of all U.S. listed Options. I’d hate to be a nuke utility buyer watching the momentum.
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Skin in the Game: Publicly listed companies that are
#debt
free have higher insider ownership (meaning the management teams own more) and pay out higher
#dividends
.
@nntaleb
#skininthegame
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Everyone invested in
#oil
&
#energy
must pay attention. Shell, one of the worlds largest oil producers just published their decarbonization report. Conclusion: Without Carbon Offsets, decarbonization goals will not be met.
#carboncredits
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Happy Birthday America! 245 years young on July 4th, 2021. The world is a better place with a strong America… Best Days ahead. Happy and Safe 4th to all.
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Bitcoin is NOT an irrefutable store of value. Gold is. Sell some
#Bitcoin
and buy some
#Gold
Do your portfolio a favour.
#dontbestupid
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Gold is at All Time Highs in every currency.
ETFs have seen net outflows--meaning retail/institutions in the West are sellers of gold.
Lots of upside for Gold producers
NO FOMO by the public yet in gold
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Charlie Munger, 99. RIP . True icon, legend and a great man.
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