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

Bireme Capital's Fundamental Value had one of its best quarters to date, returning 34.7% net of fees. Click here to read the full fund letter.Read full newsRead More

(IDEX Online) - Police believe the South American Theft Group (SATG) - a sophisticated crime gang - was responsible for planting a secret surveillance camera outside the home of a jeweler in North Jersey, USA.Footage from the jeweler's own security camera shows two men placing camera equipment and a battery pack in a bush outside their house.The SATG is known to carry out surveillance work to...Read More

(IDEX Online) - Australian miner Lucapa has reported further positive results from bulk sampling at its Lulo mine, in Angola.It recovered 23 diamond with a total of weight of 16.32 carats from one of the two kimberlites it's exploring (L164). The largest was 2.38 carats and average size was 0.71 carats.It also recovered 13 diamonds, total weight 7.85 carats, from a second kimberlite (L056), a...Read More

Randstad N.V. (OTCPK:RANJF) Q4 2022 Earnings Conference Call February 14, 2023 3:00 AM ETCompany ParticipantsSander van 't Noordende - CEOHenry Schirmer - CFOConference Call...Read full newsRead More

The following slide deck was published by Randstad N.V.Read full newsRead More

Opportunities to invest large chunks of cash come around occasionally, like when bonds mature, and that capital needs a new home. Click here for more.Read full newsRead More

The following slide deck was published by Intercorp Financial Services Inc.Read full newsRead More

Intercorp Financial Services Inc. (NYSE:NYSE:IFS) Q4 2022 Earnings Conference Call February 15, 2023 10:00 AM ETCompany ParticipantsRafael Borja - InspIR GroupLuis Felipe Castellanos -...Read full newsRead More

TWLO's moat grew stronger, with many companies racing to integrate ChatGPT-like capability into their tech offerings. Click here to read my analysis.Read full newsRead More

Stillfront Group AB (OTCPK:STLFF) Q4 2022 Earnings Conference Call February 15, 2023 4:00 AM ETCompany ParticipantsJorgen Larsson - President & CEOAndreas Uddman - CFOConference Call...Read full newsRead More

The following slide deck was published by Stillfront Group AB (publ) in conjunction with their 2022 Q4 earnings call.Read full newsRead More

The following slide deck was published by Hexagon Composites ASA in conjunction with their 2022 Q4 earnings call.Read full newsRead More

Source Rock Royalties is a small oil royalty company. SRRRF stock remains cheap, likely due to small size. Read more here.Read full newsRead More

Galp Energia is the second largest oil-producing company on the Iberian peninsula, behind Repsol. Read more here.Read full newsRead More

The pendulum of market sentiment swung from fear of a synchronized recession in the US and Europe to optimism that a recession can be avoided.Read full newsRead More

Japan Tobacco Inc. (OTCPK:JAPAF) Q4 2022 Earnings Conference Call February 15, 2023, 04:00 AM ETRead full newsRead More

Doximity is the most used healthcare social platform in the US, with over 2 million users. Read more here.Read full newsRead More

IYH exhibits low volatility, a low beta, and is extremely resilient in recessionary periods. It sports a 10-year annualized return of 13.56%. Read more here.Read full newsRead More

Embracer Group AB (publ) (OTC:THQQF) Q4 2023 Earnings Conference Call February 16, 2022 3:00 AM ET Company Participants Lars Wingefors - Chief Executive Officer Founder Johan Ekstrom...Read full newsRead More

While the world celebrated ChatGPT's AI capabilities, Palantir had already been using AI for its data processing platform since inception. Read more here.Read full newsRead More