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

Energy and real estate are the best sectors regarding value and quality scores. Industrials and consumer staples are the most overvalued ones. Read more about IVV ETF here.Read full newsRead More

Given that 84.7% of its portfolio is tied to rising inflation, Realty Income may continue to record excellent top and bottom-line growth through FY2024. Read more here.Read full newsRead More

Tech sector layoffs are accelerating as an era of free money causes companies to re-think the speed of innovation and product development. Read more here.Read full newsRead More

What should be your retirement goals? Obviously, the answer depends on many factors that we explain in the article. Click for more.Read full newsRead More

REITs get a bad rep these days. Investors fear that REITs will vanish as they face a perfect storm. Is this true? We discuss and offer picks. Click here for more.Read full newsRead More

Cincinnati-based Medpace provides the biotechnology world with Phase 1-IV clinical development services using scientifically driven research. Read more about MEDP here.Read full newsRead More

Intrepid Potash and its subsidiaries mine and produce potash in the United States and globally. Learn why I rate IPI stock a Buy.Read full newsRead More

Factors are the primary market drivers of asset-class returns. The year 2022 was a memorable one for investors, but for not altogether positive reasons.Read full newsRead More

Investors in Medical Properties Trust were stunned by a massive downdraft since early March as bearish investors intensified their attack. Read more here.Read full newsRead More

For the most part, value stocks with strong cash flows outperformed growth stocks last year. Some notable exceptions were VZ and WHR. Read more on the stocks here.Read full newsRead More

Leveraged ETFs have an unpredictable behavior: explanation. A drift dashboard with 22 of them. Read more here.Read full newsRead More

World-beater blue chips are the best way for regular people like you and me to achieve our financials dreams. Click for my list of top retirement picks.Read full newsRead More

ARCC and MAIN are widely regarded to be among the top blue chip BDCs and for good reason. Read more here.Read full newsRead More

MLPs demonstrated their resiliency during March, a month characterized by increased volatility in markets.Read full newsRead More

21 micro-cap energy producers were evaluated using a quality matrix with factors including P/S, YOY Revenue Growth, NIM, FCF Margin, and Total Debt/Market Cap.Read full newsRead More

Listen on the go! A daily podcast of Wall Street Breakfast will be available this morning on Seeking Alpha, iTunes, Stitcher and Spotify.Read full newsRead More

Sunnova reported YoY revenue growth of 200% for its last reported fiscal 2022 fourth quarter. Click here to read my most recent analysis of NOVA.Read full newsRead More

The market is punishing the strongest banks. Read why this presents a rare opportunity for investors who can identify top-notch financial institutions.Read full newsRead More

Catalyst watch for the week of April 2.The hosts explore the big topic of the week, nonfarm payrolls. Levi Strauss & Co. and Constellation Brands will report earnings.Read full newsRead More

Lanxess has gone from being primarily a basic chemicals to a majority specialty chemicals company over the last few years. See why we rate LNXSF stock a Hold.Read full newsRead More