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
Western Alliance Bancorporation management released a filing to shore up confidence. Click here to read my analysis of WAL stock.Read full newsRead More
The Progressive Corporation is a leading player in the insurance industry. Click here to read my most recent analysis of PGR stock.Read full newsRead More
T2 Biosystems, Inc. (NASDAQ:NASDAQ:TTOO) Q4 2022 Earnings Conference Call March 13, 2023 4:30 PM ETCompany ParticipantsJohn Sperzel - Chairman and CEOJohn Sprague - CFOConference Call...Read full newsRead More
Canoo plans to publish its Q4 results on 14th March. We pick out a few important themes that may dominate Q4 results. Click here to see our take on GOEV stock.Read full newsRead More
Equities cratered late in the week as Silicon Valley Bank collapsed. Here is my strategy in light of the SIVB situation.Read full newsRead More
I have some concerns about Logitech's near-term performance due to potential weakness in the second half of 2024. Click here to read my analysis of LOGI stock.Read full newsRead More
NVR differentiates itself by avoiding land speculation and maintaining a strong net cash balance sheet. Click here to read my most recent analysis of NVR stock.Read full newsRead More
The US Consumer Price Index will be published by the Bureau of Labor Statistics at 8:30 AM, Tuesday, March 14, 2023. Click for more.Read full newsRead More
SVB Financial Group was closed down on Friday and taken over by the FDIC. Click here to see some of the long-term implications for SIVB stock and the market.Read full newsRead More
RF Industries, Ltd. (NASDAQ:NASDAQ:RFIL) Q1 2023 Earnings Conference Call March 13, 2023 4:30 PM ETCompany ParticipantsJack Drapacz - Senior Vice President, Investor RelationsRob Dawson -...Read full newsRead More
Israel-based liner company ZIM Integrated Shipping Services Ltd. reported better-than-expected fourth quarter results. Click for my full ZIM earnings review.Read full newsRead More
Cambria Tail Risk ETF is an ETF that might just be coming into its own, again. Click here to read my analysis of TAIL ETF.Read full newsRead More
The Charles Schwab Corporation dropped the third-most in the 67-member S&P 500 Financials Index on Thursday. Click here to see if this makes SCHW stock a buy.Read full newsRead More
The following slide deck was published by Turtle Beach Corporation in conjunction with their 2022 Q4 earnings call.Read full newsRead More
While the market has a case of the jitters, AbbVie stock has a calming effect. Read more to examine why and whether ABBV stock is still a quality buy.Read full newsRead More
BJ's Wholesale Club may face near-term headwinds due to the end of COVID-related tailwinds and current state of inflation. Click here to see our take on BJ stock.Read full newsRead More
I will have a look at First Republic Bank's finances, highlighting key consideration regarding FRC's balance sheet. Click here to see our take on FRC stock.Read full newsRead More
Click to see which of these oil producers, Pioneer Natural Resources (PXD) Company or Devon Energy Corporation (DVN), competes hardest for our investments.Read full newsRead More
Unbeknownst to many investors, PIMCO's big-yield funds, PDI and PTY, are including a significant return of capital in their beloved big distributions.Read full newsRead More
Hypoport SE (OTCPK:HYPOF) Q4 2022 Earnings Conference Call March 13, 2023 12:00 PM ETCompany ParticipantsRonald Slabke - Chief Executive OfficerConference Call ParticipantsOperatorLadies...Read full newsRead More