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

CareTrust REIT has weathered past 3 years rather well and has raised its dividend every year since 2014. Read more here.Read full newsRead More

Starwood has solid credit risk metrics. Unless there is a deep recession, credit defaults shouldn't be a major issue. Read more here.Read full newsRead More

Those of you who have been following me for years know I love a good contrarian buy. Well, I just bought back in to Ford Motor Company. Click here for my case for F.Read full newsRead More

OneMain Holdings offers a very attractive, growing dividend yield with share repurchases. OMF recently reported solid results. Click here for our review.Read full newsRead More

ADSK's average annual return has doubled the S&P 500's, and Apple's has tripled it. Read more here.Read full newsRead More

Ansys is one of the leading companies in the Computer-aided Engineering industry. Read why I believe ANSS stock appears to be too overvalued today.Read full newsRead More

Why this could be fixed-income's year. Equity markets have started the year strong but face uncertainty.Read full newsRead More

Bumble's valuation is very attractive for longer term investors, based on a four year, 21% revenue CAGR. See why I recommend BMBL stock as a Buy.Read full newsRead More

Astellas came in with a mixed set of Q3 results, with growth across product segments balanced by challenges in U.S. sales. Here's why we rate the stock a Hold.Read full newsRead More

On February 8th, 2023, Galapagos announced disappointing results of their phase 3 DIVERSITY Crohn's disease study; the company is no longer planning to file an MAA. Read more here.Read full newsRead More

Mercado Libre is driving an incredible network effect with its business across emerging Latin American markets. Read more here.Read full newsRead More

VYM offers income investors easy access to a well-diversified, low-cost portfolio. JEPI costs more. Find out which is the better buy at the moment.Read full newsRead More

Catalyst watch for the week of February 12 with CPI, an Applied Materials earnings preview and a deep dive into Super Bowl advertisements.Read full newsRead More

Here are three of my biggest losers over the past year that could become big winners over the year to come. Click here for these three REIT picks.Read full newsRead More

Bayer said on Feb. 8 that it had appointed Bill Anderson, a former head of Roche's pharmaceuticals business, as chief executive.Read full newsRead More

Peloton's fundamentals are sound, and its steady cash flow from subscription business supports it moving forward. Read why PTON stock is attractive now.Read full newsRead More

WisdomTree US SmallCap Dividend ETF invests in small cap dividend stocks in the United States. See why I think DES will likely underperform DLN and DON.Read full newsRead More

Investing in dividend stocks allows you to earn dividend income, the best passive income stream. Dividend Income is the fruit from the labor of investing your money in the stock market.Read full newsRead More

NWSA is a media conglomerate with brands like The Wall Street Journal, Herald Sun, and The Times, operating in US, UK, and Australia. Read more here.Read full newsRead More

In current market value, an ounce of gold is worth more than $1,800, and the estimated deposit's value could come out to more than $3 billion before extraction costsRead full newsRead More