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 SI-BONE, Inc.Read full newsRead More

Vista Gold Corp. (NYSE:NYSE:VGZ) Q4 2022 Earnings Conference Call February 27, 2023 4:00 PM ETCompany ParticipantsPamela Solly - Vice President of Investor RelationsFrederick Earnest -...Read full newsRead More

Hogwarts Legacy's sales outperformed Harry-Potter movies, bringing in $850 million in just 2 weeks. Click to read my analysis of Warner Bros. Discovery stock.Read full newsRead More

Put together a stock shopping list. You have time to understand the stocks you are investing in. Click here to read more.Read full newsRead More

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

Stocks introduced in iShares International Dividend Growth ETF's portfolio since December, 2021 have performed exceptionally well. Click here for my look at IGRO.Read full newsRead More

Smart Sand faces financial headwinds as its liquidity position is deteriorating at an increasing rate. Find out why I rate SND a strong sell.Read full newsRead More

The S&P 500 has fallen in each of the last three weeks, down just over -4%. Since the market low in October, the S&P 500 Index does remain higher by 11.2%.Read full newsRead More

Smith Micro Software, Inc. equity holders appear to have been caught between a rock and a hard place. Click for my analysis of what SMSI shareholders should do.Read full newsRead More

FNDX holds 700+ U.S. large-cap stocks weighted by leverage-adjusted sales, retained operating cash flow, and shareholder yield.Read full newsRead More

Brent Saunders likely signed on as CEO with the expectation of operating Bausch + Lomb as a fully standalone company. Click here for my take on BLCO stock now.Read full newsRead More

Further proof of asset value keeps surfacing. There is no doubt hospitals are a difficult industry right now, but MPW is handling it.Read full newsRead More

Investment-grade bond funds posted inflows of $184 million, while junk bond funds reported outflows of $6.125 billion (from Lipper).Read full newsRead More

Sylvania Platinum Limited (OTCPK:SAPLF) Q2 2023 Results Conference Call February 22, 2023 7:00 AM ETCompany ParticipantsJaco Prinsloo - CEOLewanne Carminati - CFOOperatorGood afternoon and...Read full newsRead More

We believe investor activity in QLD and those in other leveraged ProShares ETFs now point to a trading range market. See why QLD ETF is a Sell.Read full newsRead More

Warren Buffett's annual letter to Berkshire shareholders tells us less than ever about how the company is doing. Read why the stock is a Hold.Read full newsRead More

AerCap has made several transformative acquisitions. Book value continues to grow despite the occurrence of risk events. See why AER stock is a Buy.Read full newsRead More

Wolters Kluwer N.V. (OTCPK:WOLTF) Q4 2022 Earnings Conference Call February 22, 2023 4:00 AM ETCompany ParticipantsMargaret Geldens - VP, IRNancy McKinstry - CEOKevin Entricken -...Read full newsRead More

The fundamental value of Tegna should be north of $20 but probably more volatility ahead. Click here to see our take on TGNA stock.Read full newsRead More

General Electric recently spun off the healthcare business into GEHC. Read more to see my thoughts on GE stock and my recommendation.Read full newsRead More