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
This time, I don't mean that metaphorically. AI didn't help save a business money by optimizing workflow or eliminating a few redundant jobs.I mean an AI program appropriately dubbed "HustleGPT" literally built a business selling sustainable products using only $100 in seed money - with a little help from its human liaison/creator, of course. Brand designer Jackson Greathouse Fall created the pr...Read More
Liquidity in treasury futures has evaporated, making the latest short squeeze painful. Read why we think interest rates should rise sharply.Read full newsRead More
Exagen Inc. (NASDAQ:NASDAQ:XGN) Q4 2022 Results Conference Call March 20, 2023 4:30 PM ETCompany ParticipantsRyan Douglas - Investor RelationsJohn Aballi - President and Chief Executive...Read full newsRead More
Why Natural Gas Prices are Rising, 45% Free Cash Flow Yields, Increasing Dividends, Zero Debt & What it Means for Energy ShareholdersRead full newsRead More
Why Natural Gas Prices are Rising, 45% Free Cash Flow Yields, Increasing Dividends, Zero Debt & What it Means for Energy ShareholdersRead full newsRead More
Brenntag SE Q4 2022 results show weaker underlying trends such as customer destocking and reduced business activity. Click here to see our take on BNTGF stock.Read full newsRead More
Many wireless provider boast durable demand and dependable revenue, with high dividends and sustainable payout ratios. Click here to read my most recent analysis.Read full newsRead More
LATAM Airlines Group already saw its results improve in 2022 after a restructuring. Click here to read my analysis of LTMAY stock.Read full newsRead More
Entravision Communications Corporation operates as an advertising, media, and technology solutions company worldwide. Read my analysis of EVC stock.Read full newsRead More
Following the Phillips 66 acquisition of DCP Midstream, profits and stability are expected to grow. Click here for our full analysis of PSX stock prospects.Read full newsRead More
Griffon Corporation produces and sells home and building products such as garage doors, rolling steel doors, and more. Read why GFF warrants a strong buy rating.Read full newsRead More
FinVolution is a thriving fintech company which is poised to benefit from the growth in China's middle class population and strong economy.Read full newsRead More
Darktrace plc engages in the development and sale of cyber-threat defense technology solutions. Click here to read my analysis of DRKTF stock.Read full newsRead More
NAD is a leveraged municipal bond fund emphasizing higher credit quality. PAI is a non-leveraged fund focused on investment-grade corporate bonds.Read full newsRead More
High Income Securities Fund invests in business development companies, fellow closed-end funds, and preferred stock. Click for our analysis of the PCF CEF.Read full newsRead More
Jamie Beck, president, CEO and director of Filo Mining, joins BNN Bloomberg to talk about copper, silver and gold exploration at the Filo Del Solo project. He says despite the complexity of the altitude and remoteness, it's an excellent place to put a big copper mining production.Read full newsRead More
Jamie Beck, president, CEO and director of Filo Mining, joins BNN Bloomberg to talk about copper, silver and gold exploration at the Filo Del Solo project. He says despite the complexity of the altitude and remoteness, it's an excellent place to put a big copper mining production.Read full newsRead More
Given its strong balance sheet and financials, BlackRock could have opportunity with M&A in light of recent financial turbulence. Click for more on BLK stock.Read full newsRead More
Stanley Black & Decker is only 1 of 4 industrial stocks to grow its dividends for over 50 years. Click here to see our take on SWK stock.Read full newsRead More
AT&T Inc. provides telecommunications and technology services worldwide. Click here to find out why we are shifting to a hold rating on T stock for now.Read full newsRead More