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

Philip Morris has outperformed the broader indexes in the past year, and I expect the trend to continue. Click here to read my analysis of PM stock.Read full newsRead More

First Trust Preferred Securities and Income ETF is massively overweight in financials and has a large exposure to banks. Read more to see why FPE ETF is a Hold.Read full newsRead More

Navios Maritime's contracted revenue is high, and the market outlook is getting better. Click here to read my most recent analysis of NMM stock.Read full newsRead More

Tejon Ranch's shares rally periodically on hopes of development but these have always fizzled. Find out why TRC stock is a Hold.Read full newsRead More

SL Green is a real estate investment trust that is exposed to refinancing risk, while office vacancies are rising. Find out why I rate SLG stock a sell.Read full newsRead More

Richelieu Hardware Ltd. (OTCPK:RHUHF) Q1 2023 Earnings Conference Call April 6, 2023 3:00 PM ETCompany ParticipantsRichard Lord - President and Chief Executive OfficerAntoine Auclair - Vice...Read full newsRead More

ShotSpotter, Inc.'s shares have seen continued growth since its IPO. Click here to read why SSTI stock is a Hold.Read full newsRead More

Semiconductor industry has enjoyed a great decade of growth. It came with great promise and has delivered on its promises. Read what investors need to know.Read full newsRead More

Cassava Sciences' Phase 2 open-label safety study of simufilam shows mixed outcomes for treating Alzheimer's disease. Learn why I rate SAVA stock a strong sell.Read full newsRead More

In the past, I was wary of NuStar Energy and their double-digit distribution yield, but NS management has changed my mind. Click for more on NS stock.Read full newsRead More

Market woes have created a buying opportunity for the Schwab U.S. Dividend Equity ETF. Click here to read why SCHD ETF is a Buy.Read full newsRead More

Since going public in 2020, iHuman generated its first annual profit in 2022 - a good performance when considering the headwinds it faced. Click for more on IH.Read full newsRead More

Hormel Foods Corporation develops, processes, and distributes various meat, nuts, and food products. Find out why we maintain our buy rating on HRL stock.Read full newsRead More

Significant dilution for Uranium Energy shareholders has been caused by a massive increase in outstanding shares over the years. Read more on UEC stock here.Read full newsRead More

RIET ETF focuses on high yielding REITs across various market cap segments and it pays a trailing 10.0% distribution yield. Find out why RIET is a Hold.Read full newsRead More

Intel has built on its competitiveness in laptop CPUs, with its performance benchmark scores overtaking AMD for once. Click for more on INTC stock.Read full newsRead More

Elbit Systems reported its Q4 results, highlighted by ongoing supply chain disruptions pressuring margins. Click here to read my analysis of ESLT stock.Read full newsRead More

Harley-Davidson (HOG) has been increasing sales and earnings since 2020. It is undergoing a strategic realignment, aiming to reach a broader customer base. See more here.Read full newsRead More

Nokian Renkaat's sourcing was done almost strictly in Russia, which left it in shambles when the West pulled out. Read my take on NKRKF stock here.Read full newsRead More

Pearson's revenue has been declining due to lower college enrollment and a change in spending habits. See why we are neutral on PSO stock.Read full newsRead More