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

The Arbitrum airdrop has finally happened, and many of the tourists appear to have left. Read what crypto investors should know about ARB-USD.Read full newsRead More

The specialty retailer RH missed Q4 earnings on the top and bottom lines, and annual sales guidance was below the most bearish analyst estimate. Click here for more.Read full newsRead More

Uber has shown remarkable growth in its Mobility and Delivery segments. Click here to read my analysis of UBER stock and why it's a hold.Read full newsRead More

Expedia Group has continued to see respectable revenue growth. Click here to read my analysis of EXPE stock and why it's a hold.Read full newsRead More

WisdomTree Cloud Computing ETF invests predominantly in technology stocks within the United States. Click here for our full analysis of WCLD and alternatives.Read full newsRead More

Subsequent past 5-year market-price history tells how well (odds) those limits have been foreseen at prior times which looked like the Risk~Reward balance seen now.Read full newsRead More

OpGen, Inc. (NASDAQ:NASDAQ:OPGN) Q4 2022 Earnings Conference Call March 29, 2023 4:30 PM ETCompany ParticipantsOliver Schacht - President and CEOAlbert Weber - CFOConference Call...Read full newsRead More

Since January 2017, iShares Core S&P U.S. Value ETF has tracked the S&P 900 Value Index. Click here for our IUSV analysis and conclusions about its prospects.Read full newsRead More

The following slide deck was published by Planet Labs PBC in conjunction with their 2023 Q4 earnings call.Read full newsRead More

The following slide deck was published by S4 Capital plc in conjunction with their 2022 Q4 earnings call.Read full newsRead More

S4 Capital plc (OTCPK:SCPPF) Q4 2022 Earnings Conference Call March 29, 2023 12:30 PM ETCompany ParticipantsMartin Sorrell - Executive ChairmanVictor Knaap - Executive DirectorScott Spirit...Read full newsRead More

Rates cannot climb indefinitely without crippling the country. Read how monetary policy drives inflation but fiscal policy has a dramatically stronger impact.Read full newsRead More

Walker & Dunlop recently announced an impressive increase in guidance for the year 2023. Click here to see our take on stock.Read full newsRead More

Paychex delivered another solid quarter of growth in both earnings and revenue. Read why PAYX stock could climb higher.Read full newsRead More

I've been reviewing and investing in Siemens AG for years. My current position is minor because SIEGY is currently at a full valuation. Click for more on SMAWF.Read full newsRead More

Vanguard Large Cap ETF invests in large-cap U.S. stocks and tracks the CRSP US Large Cap Index. Click here to read our most recent analysis of VV ETF.Read full newsRead More

ESGU follows a sector-neutral strategy designed to mimic the risk and return profile of the broader market. Read more about ESGU ETF here.Read full newsRead More

Alibaba thrilled the global stock markets by announcing plans to split into six different companies. Read what this means for ETFs that carry the Chinese company.Read full newsRead More

Tyson Foods has a fairly solid business that does not really stand out amongst its peers. Click here to read my analysis of TSN stock.Read full newsRead More

FibroGen is focused on developing pamrevlumab, an innovative drug with potential for IPF treatment, which could capture a share of the multi-billion dollar IPF drug market. Read more here.Read full newsRead More