The AOCE and WB have moderate overall forecasts for the metals in 2025 inline with IMF forecasts for a decline in economic growth and inflation, although we see the probability of a stagflationary scenario as still reasonably high.Read More

The past year was a difficult one overall for the metals, with the main standouts to the upside being a geopolitical risk-driven gain in gold, a China-driven rise in iron ore and a surge in uranium on broadening global support for nuclear power (Figure 1). A jump in global interest rates to near two-decade highs saw recession fears persist all year, and while one still did not actually eru...Read More

This year the post-global health crisis boom was brought to an end by a surge in inflation to forty-year highs, a major rise in global interest rates in an attempt to curb the rising prices and surging geopolitical risk after Russia's invasion of Ukraine. While precious metals held up reasonably well as markets turned to them as a risk hedge, by Q2/22 the higher interest rates put an end t...Read More

Chile is the world leader in copper production, at 28.5% of the total in 2020, and this looks set to continue, with the country having the largest global reserves, at 23.0% of total. It is also the global leader for molybdenum, which is often found along with copper, and is a major lithium player, holding 51.1% of global reserves. Read More

Newfoundland has become a gold exploration hotspot over the past few years, with the sector seeing some of its strongest activity ever. While the province remains a small contributor to Canadian gold production, it has a substantial mineral industry well supported by the government, focused on iron ore, copper and nickel, and the surge in exploration suggests that gold output from the...Read More

Nevada is the core of the U.S. gold output, accounting for by far the majority, at 75.4% on average for the past year. The state looks set to remain a dominant player in U.S. gold, as it accounts for 49% of total U.S. reserves, with Alaska slightly ahead with 51% of reserves, but just 8.6% of current production. The U.S. accounts for 6.1% of global gold output, making Nevada one of the largest gol...Read More

The Golden Triangle in northwestern British Columbia has historically been a major site of Canadian gold production, beginning as early as the mid 1800s. There was a wave of production in the 1990s which cooled as the gold price declined, but larger scale production resumed in 2017, and the area has seen surging exploration interest over the past year, given that the region has some of the largest...Read More

In this report we outline the Quebec gold mining industry, including its major producers, and a survey of many of the junior miners focused on the province. Quebec accounts for 34% of Canadian gold production (second to Ontario, with 44%) and remains a major focus for both producers and junior miners.Read More

Red Lake has been one of the most prolific gold mining districts in Canada and the world, with exploration having started in the 1920s, and production, which began in the 1930s, continuing to the present day. The district is known for the high grade of its gold, its infrastructure, and strong institutional support, given the long history of mining in the area.Read More

Australian Vanadium targets growing energy-storage and steel marketsSPONSOREDaustralian vanadiumSaturn's high-grade discovery gives Apollo Hill a rocketSPONSOREDsaturn metalsGolden Mile goes back to the futureSPONSOREDgolden mile resources'When top miners commit to an aspiration, that does trickle down'SPONSOREDdeloitteGosh what a weekend - I need a lay down.   As a general rule,...Read More

I have been backing up the truck on quality gold names.We could tiptoe around it... We could talk about negative rates and global debts and currency crises...But the fact of the matter is we've been talking about those things for years. The golden goose has now come home to roost. We are technically in a gold bull market, having closed out June above the key technical level of $1,362. And gold...Read More

"Bullish catalysts are in short supply,"Read full newsRead More

Red Pine Exploration Inc. (TSX-V: RPX) confirms that it has filed on SEDAR the National Instrument 43-101 Technical Report for the Wawa Gold Project prepared by Golder Associates Ltd.Read full newsRead More

The Dow, S&P, and Nasdaq closed in the redA strong post-earnings showing from big banks Goldman Sachs (GS) and JPMorgan Chase (JPM) helped send the Dow to a new record high today. But while the blue-chip index achieved this milestone, it closed in the red to leave its win streak at four. The S&P and Nasdaq, meanwhile, briefly traded in positive territory, but eventually closed lower -- the former...Read More

Meanwhile, CDNA stock is reeling after a scathing short seller reportU.S. stocks are flat today, though the Dow managed a fresh record high. Looking at the healthcare sector specifically, three names making big moves are Immuron Limited (NASDAQ:IMRN), Bio-Path Holdings Inc (NASDAQ:BPTH), and CareDx Inc (NASDAQ:CDNA). Here's what to know about the shares of IMRN, BPTH, and CDNA today. Podcast Menti...Read More

The similarities to Lehman are growing by the day.Read full newsRead More

Silver Spruce Resources Inc. (Read full newsRead More

Analysts and options traders are growing more upbeat on ROKURoku Inc (NASDAQ:ROKU) is trading up 6.3% today at $110.92, fresh off a record high of $111.84, after CrispIdea upgraded the stock to "buy" from "hold," and boosted its price target to $115 from $65.40. The equity research firm cited four reasons for its bull rating, including surging revenues for the streaming name, as well as internatio...Read More

U.S. President Donald Trump said he would look into claims that Google was involved with the Chinese government Google parent Alphabet Inc (NASDAQ:GOOGL) has made headlines this morning after U.S. President Donald Trump tweeted that he would "take a look" into claims made by tech investor Peter Thiel that the search giant is working with the Chinese government. The shares dipped lower out of the g...Read More

Call open interest is very high ahead of AA's earnings release on WednesdayAluminum specialist Alcoa Corp (NYSE:AA) is preparing to report earnings, due to announce after the close tomorrow, July 17. Options data shows heavy interest in calls before the event, since almost 144,000 are open at the moment, ranking right near an annual high. A large chunk of this sits at the October 24 call, which ho...Read More

Goldman Sachs is a big earnings winner todayThe Dow Jones Industrial Average (DJI) is once again hovering around breakeven at midday, as the blue-chip index tries for a fifth straight win. Goldman Sachs (GS) powered the Dow to a fresh record high,following a well-received earnings report, but a negative post-earnings reaction from fellow blue chip Johnson & Johnson (JNJ) has offset any outsized g...Read More

Evercore ISI downgraded the insurance stock to "underperform"Shares of insurance issue AFLAC Incorporated (NYSE:AFL) are lower today, after Evercore ISI downgraded the stock to "underperform" from "in line." The analyst predicted "modest downward pressure" from "challenges in Japan," as well as "negative interest rate impacts" as the Fed teases a possible July rate cut. Nevertheless, it looks like...Read More

NFLX earnings are due out after the close tomorrow, July 17Netflix, Inc. (NASDAQ:NFLX) has been relatively quiet on the charts over the past month, per its 30-day historical volatility of 24.3%, which registers in just the 3rd percentile of its annual range. That could all change with the streaming giant slated to unveil its second-quarter financial results after the close tomorrow, July 17, with...Read More

Plant-based meat could be more profitable than its traditional counterpart.Read full newsRead More

Blue Apron plans on featuring Beyond Meat products in its new recipesMeal kit delivery service Blue Apron Holdings Inc (NYSE:APRN) announcedthat it will be rolling out a new vegetarian option in August, featuring Beyond Meat's (BYND) plant-based burgers. APRN stock is up 17% to trade at $8.97 in response -- on course for its best day since January -- and Blue Apron call options are flying off the...Read More

The overhead $29 region looms large after ASHR's "tariff truce" rallyThe Xtrackers Harvest CSI 300 China A-Shares ETF (NYSEARCA:ASHR) is a Beijing blue-chip tracker, as it's meant to reflect the price action of 300 of the biggest and most liquid A-share listings in the Chinese market. ASHR counts among its top 10 holdings such familiar corporate names as Ping An Insurance, China Merchants Bank, an...Read More

This is FCAU's only "sell" ratingOne of the worst stocks on the New York Stock Exchange (NYSE) today is Fiat Chrysler Automobiles NV (NYSE:FCAU), down 4.3% to trade at $13.56, after Goldman Sachs weighed in the European automakers, initiating coverage on FCAU with a "sell" rating. The analyst in coverage sees near-term challenges for earnings growth in North America, as well as other headwinds suc...Read More

More short covering could lift WGO even higher Shares of RV manufacturer Winnebago Industries, Inc. (NYSE:WGO) have been outperforming on the charts over the past few months, and have spent 2019 in a channel of higher highs and lows. Following the company's June earnings, the stock pulled back to its 50% year-to-date level, and has since bounced higher. Against this backdrop, and with the equity e...Read More

The brokerage firm sees 25% downside in the sharesB. Riley FBR downgraded Adamis Pharmaceuticals Corp (NASDAQ:ADMP) to "sell" from "neutral," and lowered its price target to $1.10 from $1.90 -- a 25% discount to last night's close. In reaction, the penny stock has plunged 4.1% out of the gate to trade at $1.40.It's already been a tough stretch for the shares of the EpiPen rival, which were down al...Read More