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 Mercury Systems, Inc.Read full newsRead More

The following slide deck was published by Five Star Bancorp in conjunction with their 2022 Q4 earnings call.Read full newsRead More

(TheNewswire) Vancouver, BC TheNewswire - January 30, 2023 - Alianza Minerals Ltd. (Read full newsRead More

Atkore's M&A track record is superb, and the company may have hinted that they are considering a major acquisition. See what makes ATKR stock a Buy.Read full newsRead More

Starbucks boasts a wide economic moat and will soon be able to boost its growth in China. Read more to see my thoughts on SBUX stock and my why it is a Buy.Read full newsRead More

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

Harmonic Inc. (NASDAQ:NASDAQ:HLIT) Q4 2022 Earnings Conference Call January 30, 2023 5:00 PM ETCompany ParticipantsDavid Hanover - Investor RelationsPatrick Harshman - President and Chief...Read full newsRead More

The last 10 years have been very different for AT&T and T-Mobile, telling a standard history of growth and stagnation. See why both T and TMUS are Buys.Read full newsRead More

With inflation coming down, some of the attractiveness of Gladstone Land is reduced. Read why I would be looking for a lower price before buying LAND stock.Read full newsRead More

ETFMG Travel Tech ETF aims to track technology companies who intend to capitalize on a new era of digitized travel and tourism. Read our take on AWAY ETF here.Read full newsRead More

Newmont's rock-solid financial position helps limit downside risk during downturns. See why I believe Buy rating is appropriate for NEM stock.Read full newsRead More

Roper reported in-line revenue and slightly weaker-than-expected segment-level profits for Q4. Read more to see my thoughts on ROP stock and my recommendation.Read full newsRead More

Heartland Financial USA, Inc. (NASDAQ:NASDAQ:HTLF) Q4 2022 Earnings Conference Call January 30, 2023 5:00 PM ETCompany ParticipantsBruce Lee - President & CEOBryan McKeag - EVP &...Read full newsRead More

Pharmaceuticals company GSK has seen a nice runup in price in Q4 2022. But with a rotation in favour of consumer stocks, can this continue? Read to find out.Read full newsRead More

Apple hardware expected to struggle with iPhone shipments in focus on Q1 '23 earnings. Read more to see why I recommend AAPL stock a Buy.Read full newsRead More

NGL Energy Partners LP recently hiked EBITDA guidance and reported impressive debt reduction. But see why NGL stock's financial outlook is precarious.Read full newsRead More

Credit Acceptance has shown strong performance in the past decade but its business model is under threat as the economy worsens. See why I'm bearish on CACC stock.Read full newsRead More

Crypto felt left for dead toward the end of 2022 amid weak price action and the FTX saga. Find out why I'm bullish on the BITO Bitcoin ETF.Read full newsRead More

AMD has already been hit with a PC inventory correction; the lack of a pre-announcement for Q4 similar to Q3 is positive. Read our AMD earnings preview here.Read full newsRead More

Sanmina Corporation (NASDAQ:NASDAQ:SANM) Q1 2023 Earnings Conference Call January 30, 2023 5:00 PM ETCompany ParticipantsPaige Melching - Senior Vice President of Investor...Read full newsRead More