Moving Forward with Marin Katusa


Late Friday, I had the opportunity to visit again with Marin Katusa, founder of Katusa Research and author of the best-selling book, "The Colder War". After the sharp correction in both the metals and miners, I think you'll find this podcast to be of great value.

With the HUI index down more than 30% from its August highs and the metals falling sharply last week, I jumped at the opportunity to visit with Marin again. Over the course of this call, we discuss:

  • the reasons and forces behind this recent correction
  • Marin's feelings about the mining sector as a whole after the pullback
  • why he still considers Brazil Resources to be his top pick in the sector
  • the current, dangerous status of The New Cold War between the US and Russia

As we await the re-opening of the "markets" in a few hours, I think you'll find this podcast to be an excellent use of your time.



Oct 9, 2016 - 7:23pm


Thanks for posting about Cove Point. I hadn't heard about it and I'm very glad to see that we're finally doing something positive about exporting energy. Now let's implement the Pickens Plan. Remember that from just before the 2008 election? Solar in the Southwest, wind in the wind corridor between Texas and the Great Lakes, get the truck fleet on natural gas with attendant job creation in the buildout of NatGas facilities along the interstates, and develop our natural gas reserves while doing research on advanced wind and solar. Good for the economy and good for the environment. Put competent people in charge of allocation of research monies to preclude more Solyndras.

I don't think we should be trying to keep Russian gas out of Europe, we should be about providing an alternative energy source for Europe. Right now, Russia has a monopoly on gas supply to Europe which could be shut off at any time. Similar to the U.S. shutting Iran out of the SWIFT system. The BRICS are developing alternatives to SWIFT and we should be developing alternatives for European energy supply. We should be competing with Russia in matters of trade rather than militarily whenever possible. As I said before, it's a free market solution that benefits us and the Europeans.

Oct 9, 2016 - 7:18pm

LNG Also In Maine

Towns where up in arms because a LNG Terminal was planned for Searsport Maine a couple of years ago. The outcry was enough to spoil that plan. So much for progress. People want propane but just not housed in their neck of the woods. Lol Keep Stacking

Oct 9, 2016 - 7:13pm


The environmentalists in Seattle and Tacoma have fought tooth and nail to keep a huge LNG terminal from going in anywhere near the sound. This fight has been going on at least a decade. This is just another example how we cripple our economy every which way we can. The enviros have also put the kabaash on a terminal aimed at providing China with coal. We are also the Saudi Arabia of coal but they make it almost impossible for miners to operate for either consumption here or abroad.

I for one refuse to believe that with our ever increasing technology we can't find a way to use these resources in a constructive manner. Here in California many if not most small business owners have to try to find away around the red tape and laws that strangle our state. I know many small family business that have closed the last ten years because they don't want to compete against government regulation and selective enforcement of laws and regulations.

Dr. P. Metals
Oct 9, 2016 - 6:30pm

There seems to be enough

Natural gas/hot air in politicians to power all the nations of the world indefinitely.

Oct 9, 2016 - 6:27pm

@ jackstar

" the U.S. is supposed to be the Saudi Arabia of natural gas. Why not build a couple of LNG facilities on each coast and supply Europe and the Far East with OUR gas? "

We are building a Hugh LNG facilities in Maryland...

Dominion Cove Point - Construction Update 12/2015

Cove Point Update 122015

Why do you think the US is trying to keep Russia's gas out of Europe?

Oct 9, 2016 - 6:03pm

Marin Katusa - 2 thumbs up

I really enjoy Marin's appearance; I am subscriber to his latest service; 1500 per year

It delivers more than any other one out there; I think (Katusa Research) its more undervalued that BRI

Thanks again to Turd for his outstanding interviews, I listened 2 times

Oct 9, 2016 - 6:01pm

Like the pot hasn't been stirred enough this weekend :0

Oct 9, 2016 - 5:28pm


better be right, I got 16.50, 101416 SLV calls

Angry Chef
Oct 9, 2016 - 5:19pm
Oct 9, 2016 - 4:55pm

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Key Economic Events Week of 8/24

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Key Economic Events Week of 8/17

8/17 8:30 ET Empire State Manu Idx
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Key Economic Events Week of 8/10

8/10 10:00 ET Job openings
8/11 8:30 ET Producer Price Idx
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8/13 8:30 ET Initial jobless claims
8/13 8:30 ET Import Price Idx
8/14 8:30 ET Retail Sales
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8/14 8:30 ET Cap Ute and Ind Prod
8/14 10:00 ET Business Inventories

Key Economic Events Week of 8/3

8/3 9:45 ET Markit Manu PMI July
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8/5 8:15 ET ADP employment July
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8/7 10:00 ET Wholesale Inventories

Key Economic Events Week of 7/27

7/27 8:30 ET Durable Goods
7/28 9:00 ET Case-Shiller home prices
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Key Economic Events Week of 7/20

7/21 8:30 ET Chicago Fed
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Key Economic Events Week of 7/13

7/13 11:30 ET Goon Williams speech
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7/16 8:30 ET Retail Sales and Philly Fed
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7/17 8:30 ET Housing Starts and Permits

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