News and Reports

Year Ahead 2025

January 06, 2025

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

Year in Review 2023 and Outlook for 2024

January 04, 2024

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

Year in Review 2022 and Outlook for 2023

January 2023

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: The Heart of Global Copper

October 2021

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 Gold

June 2021

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 Gold Mining and Canadian Juniors

April 2021

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

An Overview of the Golden Triangle

July 2020

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

An Overview of Quebec Gold Mining

April 2020

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

An Overview of the Red Lake Mining District

January, 2020

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

GLOBAL MARKETS-Asia stocks retreat from 1-month high as Fed tempers rally

November 10, 2018 / in.investing.com

* MSCI Asia-Pacific index loses 1.3 pct, Nikkei sheds 1.05 pct* Fed stands pat but still on track to gradually hike rates* Dollar supported with short-term U.S. yields at decade highs* Prospect of swelling global supply keeps crude near 8-mth lows* Graphic: World FX rates in 2018 http://tmsnrt.rs/2egbfVhBy Shinichi SaoshiroTOKYO, Nov 9 (Reuters) - Asian stocks pulled back from a one-month high on...Read More

China Promises IP Defense, But Firms Worried: Shanghai Notebook

November 10, 2018 / in.investing.com

(Bloomberg) -- China’s massive import expo is starting to wind down in Shanghai. From million-dollar shoes to robots and toys, here’s what Bloomberg’s reporters saw as the highlights.There’s been hundreds of deals and agreements signed at the expo, according to Bloomberg calculations. A lot of those have been energy and commodity deals, like Chinalco’s agreement on Th...Read More

GLOBAL MARKETS-Asia stocks pull back from 1-mth high as Fed tempers rally

November 10, 2018 / in.investing.com

* MSCI Asia-Pacific index loses 1.1 pct, Nikkei sheds 0.8 pct* Fed stands pat but still on track to gradually hike rates* Dollar supported with short-term U.S. yields at decade highs* Prospect of swelling global supply keeps crude near 8-mth lows* Graphic: World FX rates in 2018 http://tmsnrt.rs/2egbfVhBy Shinichi SaoshiroTOKYO, Nov 9 (Reuters) - Asian stocks pulled back from a one-month high on F...Read More

How to Get Rich and Stay that Way

November 10, 2018 / dailyreckoning.com

A lot of people come to me asking how they can get rich quick...It's the most disturbing question I get.Why? It's the wrong question. It tells me that they don’t have the foundation of financial intelligence required to use their money well if they do-somehow-become wealthy.This is because most people don’t understand that, when it comes to being rich, it’s not about how much mon...Read More

Conviction Ideas – Bonifacio Global City (BGC)

November 10, 2018 / fifighter.com

When it comes to investing, in my heart of hearts, I truly believe that I’m an equal opportunity employer. In others words, I dig both Deep Value Investing as well as Hyper-Growth Investing. Although I don’t always get it right (c’mon give me a break I’m a very flawed human being, after all), I have been fortunate enough in my lifetime to have made “life-changing gain...Read More

Back To Reality

November 10, 2018 / www.outsiderclub.com

After Wednesday's market spike reaction to the midterm elections, institutional investors began to taper back on their buying Thursday and Friday, given overbought conditions that have developed.As I have been stressing to you, fundamentals are deteriorating, in spite of what you might be hearing on the news. With oil prices still dropping, this is going to surprise investors with a sharp pullback...Read More

Asian Metals Market Update: Nov 9 2018

November 09, 2018 / news.goldseek.com

A December interest rate hike is more or less a done deal. Chances of an interest rate hike in March next year will be high. All in all this is US dollar positive news. Gold and silver new investors will be waiting for more correction. Indian gold demand will be dependent on price trend. Right now the trend for gold price in India is down. The trend of the Indian rupee against the US dollar effe...Read More

Asian Metals Market Update: Nov 9 2018

November 09, 2018 / news.goldseek.com

A December interest rate hike is more or less a done deal. Chances of an interest rate hike in March next year will be high. All in all this is US dollar positive news. Gold and silver new investors will be waiting for more correction. Indian gold demand will be dependent on price trend. Right now the trend for gold price in India is down. The trend of the Indian rupee against the US dollar effe...Read More

The Biotech Stock To Buy Now

November 09, 2018 / www.schaeffersresearch.com

Could this biotech bet bank you 1,700% profit?Contributed by Raging BullBig pharma isn't what it use to be and investors are wondering what the future holds for the Goliaths of the industry.Kyle Dennis, one of the most well known up and coming traders, saw this shift happening when others didn't. Years ago, he began to place a heavy emphasis on small-cap biotech stocks he saw enormous upside for a...Read More

#Stocks, #Gold, Yields Tumble After 'Hot' PPI | Zero Hedge

November 09, 2018 / www.zerohedge.com

The major indices are breaking below or testing back to critical technical levels...Read full newsRead More

Dow Drops With Oil, But Logs Best Week Since March

November 09, 2018 / www.schaeffersresearch.com

The DJI couldn't capitalize on strong Disney earningsThe Dow dropped over 200 points today, despite an impressive earnings beat from Walt Disney (DIS). Lackluster data out of China weighed on stocks, and traders also watched as oil prices slipped further into bear market territory. In fact, black gold dropped for a 10th straight session, marking its longest losing streak in over 30 years. Meanwhil...Read More

Vanguard's 13 Most Powerful Funds

November 09, 2018 / www.schaeffersresearch.com

Ignoring select Vanguard funds can help investors make 226% more than the average Vanguard investor.With more than 180 funds to choose from, most every Vanguard investor needs advice on which funds are best for them to own. Trouble is...Vanguard tells investors to buy funds no one should own, while hiding some of their strongest funds.Wealthy investors are some of the most demanding people out the...Read More

Still Hot at 50: Gold Exploration in Nevada an Attractive Industry

November 09, 2018 / bit.ly

Gold exploration in Nevada is improving as rising gold prices make the mining-friendly state all the more attractive.Read full newsRead More

#Oil Slumps Below $60 To 8-Month Lows - Set For Record Losing Streak | Zero Hedge

November 09, 2018 / www.zerohedge.com

This is the longest losing streak in the 33 year history of the WTI Futures contract...Read full newsRead More

#GE Collapses To $8 Handle - Unchanged Since 1995 | Zero Hedge

November 09, 2018 / www.zerohedge.com

"While the stock is down about 70 percent from the peak of $30, this move still does not sufficiently reflect the fundamental facts,"Read full newsRead More

Gold declines to settle with a 2% weekly loss as dollar extends post-Fed advance

November 09, 2018 / www.marketwatch.com

Gold and silver prices dropped Friday, prompting the yellow metal to suffer a 2% weekly loss, nicked by a firmer dollar that has been bolstered by the Federal Reserve's adherence to an interest rate-tightening cycle. Sharp losses for stocks for the session, which are partly tracking the plunge into a bear market for oil, failed to limit gold's downside even as a so-called risk-off sentiment contr...Read More

Funko Flops; CNQ Stock Slips on Pipeline Ruling

November 09, 2018 / www.schaeffersresearch.com

Trump called the Keystone ruling 'a disgrace'The U.S. stock market is lower today, as oil prices head for a 10th straight loss. Among individual names making big moves are oil-and-gas issue Canadian Natural Resources Ltd (NYSE:CNQ), bobblehead maker Funko Inc (NASDAQ:FNKO), and money transfer provider MoneyGram International Inc (NASDAQ:MGI). Here's a quick roundup of what's moving shares of CNQ,...Read More

Midterm Results Spark Big Stock Market Surge

November 09, 2018 / www.schaeffersresearch.com

The major indexes pared gains as oil prices plummetedBlue chips showed strength this week, with an earnings-induced bull gap for big-cap energy name Chevron (CVX) getting the bullish ball rolling on Monday. Wall Street's positive reaction to midterm election results in the U.S. only created bigger tailwinds, with the insurance sector seeing notable gains after several states voted to expand Medica...Read More

Billion-dollar monthly boost in exchange-traded fund gold holdings offer ray of hope for downbeat metal

November 09, 2018 / www.marketwatch.com

Exchange-traded funds backed by gold increased their holdings by $1 billion in October, marking a possibly bullish shift in investor sentiment toward the precious metal. The ETFs hold physical gold assets, which are equivalent to the fund's asset value. Investors in the funds don't own gold directly and thus save on storage costs. The ETFs are constantly buying and selling gold as investors purcha...Read More

Lundin Gold completes one third of construction at Fruta del Norte

November 09, 2018 / www.mining.com

Underground mine development is on schedule and at planned rates, Lundin Gold ( TSX: LUG) expects to reach the ore body at its Fruta del Norte project in Ecuador during the first quarter of 2019, and pour first gold at around this time next year, the company says.Better than anticipated ground conditions, less water than expected and higher productivity of project contractors, have enabled Lundin...Read More

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