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 following slide deck was published by PJT Partners Inc.Read full newsRead More

The following slide deck was published by Atara Biotherapeutics, Inc.Read full newsRead More

The following slide deck was published by TTM Technologies, Inc.Read full newsRead More

The following slide deck was published by Teledyne Technologies Incorporated in conjunction with this event.Read full newsRead More

The following slide deck was published by OSI Systems, Inc.Read full newsRead More

Nothing makes me happier than being paid for exciting and mundane parts of life. Check out the two companies working to reduce their overall debt levels.Read full newsRead More

Avadel Pharmaceuticals' Lumryz has the potential to transform the narcolepsy treatment market. Click here for a detailed investment analysis of AVDL stock.Read full newsRead More

Roku was among the most exposed customers of Silicon Valley Bank - the bank held 26% of Roku's cash holdings. Read how SVB's fallout may impact Roku's business.Read full newsRead More

US chartered banking sector is very healthy, because banking regulations do not allow over-leverage like before financial crisis. Click here to read my thoughts.Read full newsRead More

The fall of SVB Financial has become the second-largest banking failure in US history in a matter of days. Read more to see why SIVB stock is a Strong Sell.Read full newsRead More

First Republic Bank has fallen victim to the woes regarding the SVB Financial Group. Click here to read my analysis of FRC stock.Read full newsRead More

We highlight some of the key dynamics of the two bank failures this week and whether we are seeing a replay of the GFC.Read full newsRead More

Wheaton Precious Metals is easily one of the top-12 ways to get exposure to the precious metals sector. Click here to see our take on WPM stock.Read full newsRead More

Blackstone is a top income choice in the financial sector, with upside price appreciation potential as a kicker. Find out if BX stock is a buy.Read full newsRead More

Repligen's exclusive partnerships with DRS Daylight Solutions and Purolite give it a competitive edge in the industry. See why I'm bullish on RGEN stock.Read full newsRead More

Medical Properties Trust's management has a good record of dealing with issues like Prospect. Click here to read my analysis of MPW stock.Read full newsRead More

The Crestwood Equity Partners LP preferreds yield 9.32% and have stronger protections than most preferreds. Read more to see our review of CEQP.P.Read full newsRead More

Truly passive income affords you unrestricted time. Check out the two ETFs and one CEF that provide high income along with dividend growth.Read full newsRead More

Should you park your money in iShares Short Treasury Bond ETF as you look for fixed income opportunities over next year? Click here for a full analysis of SHV.Read full newsRead More

The narrative has shifted bearish, supports have broken and bears are in charge. Click here to see what to watch in the S&P 500 in the week ahead.Read full newsRead More