Turd Ferguson, TF Metals Report, Released on 10/9/16
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.
Marin Katusa has worked directly with and financed many companies of well-known individuals in the resource industry and has become one of the most trusted and well connected dealmakers in the junior resource sector. During this time, he has become one of the most successful portfolio managers in the resource sector, such as his 2009 Fund Partnership (KC50 Fund, LLC) which has outperformed the comparable index, the TSX-V by over 600%. Marin provides his research reports and original ideas at KatusaResearch.com, and he is the author of the New York Times Bestseller The Colder War: How the Global Energy Trade Slipped from America’s Grasp