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

Core Molding Technologies, Inc. recently announced solid Q4 FY22 and FY22 results. Click here to read my analysis of CMT stock.Read full newsRead More

In this article, I start by highlighting the macroeconomic challenges facing CSX and recent comments from Morgan Stanley. Read more here.Read full newsRead More

Avant Brands Inc. (OTCQX:AVTBF) Q1 2023 Earnings Conference Call April 13, 2023 4:00 AM ETCompany ParticipantsStephanie Martens - Investor RelationsMatt Whitt - Chief Financial...Read full newsRead More

Lakeland Industries, Inc. (NASDAQ:NASDAQ:LAKE) Q4 2023 Earnings Conference Call April 13, 2023 4:30 PM ETCompany ParticipantsCharlie Roberson - Chief Executive OfficerRoger Shannon - Chief...Read full newsRead More

XLK ETF's exclusive focus on technology could give it a significant edge over potential alternatives in the long term. Learn why I rate XLK a Buy.Read full newsRead More

With the more than 50% decline in lithium prices, from all-time highs lithium mining stocks have taken a beating, making this a good potential entry point.Read full newsRead More

Calibre Mining is one of the best-performing gold stocks year-to-date. Click here to read my analysis of CXBMF stock and why it's a hold..Read full newsRead More

While the upcoming US recession is capturing headlines, this downturn may look very different. Companies are noting upside surprises to their expectations, driven by the recovery in China.Read full newsRead More

I believe Alibaba will be cheap one year from now and probably even for longer. Read more to see what BABA investors need to know.Read full newsRead More

If the Big Tech 2.0 boom is over, ProShares UltraPro QQQ ETF will be a loser for investors, mimicking 2022's bad performance. Click for my thoughts on TQQQ.Read full newsRead More

Today, we provide you the first quarter update in our recurring series based on firms that have enjoyed unusual insider interest during the first quarter. Read more here.Read full newsRead More

Opsens Inc. (OTCQX:OPSSF) Q2 2023 Earnings Conference Call April 13, 2023 11:00 AM ETCompany ParticipantsRobert Blum - Investor Relations, Lytham PartnersLouis Laflamme - President and...Read full newsRead More

Since my last Sell call, NIO stock dropped over 25% amid the growing S&P 500 Index. It's time to reassess the thesis. Click here to see our take on NIO.Read full newsRead More

FLYHT Aerospace Solutions Ltd. (OTCQX:FLYLF) Q4 2022 Earnings Conference Call April 13, 2023 9:30 AM ETCompany ParticipantsMatt Chesler - Investor RelationsKent Jacobs - President and...Read full newsRead More

Sylla Gold Corp. (TSXV:SYG) (OTCQB:SYGCF) (Read full newsRead More

KKR is overvalued compared to peers and its sector. Read why I give KKR stock a Hold if you already own it, but avoid it for now if you don't.Read full newsRead More

Battalion Oil recently issued $25 million in preferred shares, with a PIK dividend rate of 16% per year. Click here to learn why I now rate BATL stock a Hold.Read full newsRead More

The Oakmark Fund returned 8.1% during the first calendar quarter, outperforming the S&P 500 Index's return of 7.5%. Click here to read the full fund letter.Read full newsRead More

We have been long-term bulls on both AT&T and Verizon. Click here to learn why we now prefer VZ stock over T stock.Read full newsRead More

Roku's growth is driven by its platform segment with a six-fold increase in revenue from 2018 to 2022. Read more to see why ROKU stock is a Hold.Read full newsRead More