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 article will focus on DGI stocks that are likely to provide a high rate of dividend growth rather than a high current yield. Read more here.Read full newsRead More

The Fed, Treasury and FDIC Chairmen put out a joint statement that all depositors would be made whole at the failed Silicon Valley and Signature Banks. Read more here.Read full newsRead More

Matrix Service remains a risky play given its lack of earnings and volatile trading history. Read more here.Read full newsRead More

Price multiples imply that NextEra stock is trading at a substantial premium vs. sector median and the firm's own 5Y average. Learn why our outlook is bearish on NEE stock.Read full newsRead More

REITs are better investments than rental properties in most cases. But there are exceptions. Click here to read more about them.Read full newsRead More

ACIU is a leading researcher in the field of dementia, with major deals with big pharma. Read more here.Read full newsRead More

S&P 500 earnings don't start for another 3 - 4 weeks and are almost an afterthought now. The forward 4-quarter estimate slid this week to $221.49 from last week's $221.55.Read full newsRead More

I have been fascinated by the evolution of batting averages within the baseball community and think there are real parallels to the ETF ecosystem.Read full newsRead More

The Fed began raising interest rates one year ago, on March 17, 2022, and the U.S. economy is not in recession. Milton Friedman famously found that the time lags are long and variable.Read full newsRead More

Could the consensus view of a 'no recession' scenario be wrong? As portfolio managers, this is the question we ask ourselves daily.Read full newsRead More

Trading in sub-dollar securities has certainly increased in recent years and is a trend to keep a close eye on.Read full newsRead More

Fast facts on iShares Global Consumer Staples ETF, an international alternative to XLP. Click here for more on KXI and its sector.Read full newsRead More

Even after doubling, Meta could soar much more but there's a catch. Without a dividend, Meta isn't expected to outperform most companies. Read more here.Read full newsRead More

Following the record 2022, the shares of W&T Offshore are sliding on falling oil and gas prices. Lear more about WTI here.Read full newsRead More

With the US government backstopping its banks, and as WTI recovers, there is an opportunity for trading two-time gain magnifier GUSH ETF. Click here to learn how.Read full newsRead More

Allegro is a good Buy candidate despite the string run-up in the year-to-date. Click here to read more.Read full newsRead More

The majority of the top ten holdings in the ProShares Online Retail ETF have a positive outlook. See why ONLN ETF offers a perfect Buy & Hold opportunity.Read full newsRead More

IHI ETF invests in large-cap medical devices stocks in US. Learn more about iShares U.S. Medical Devices ETF here.Read full newsRead More

Catalyst watch for the week of March 19. In light of recent events in the banking industry, what could result from the FOMC meeting on March 21, 22? Foot Locker and Nike reports earnings.Read full newsRead More

We have decided to provide an update on all of the primary players among cannabis REITs: IIPR, NLCP, AFCG, and REFI. Click to see our review of these stocks.Read full newsRead More