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

Shares in European Metals Holdings (LSE: EMH; ASX: EMH) jumped on Monday in both Sydney and London after it said its Cinovec lithium project had been classified as strategic for the Czech Republic's Usti region.The nomination means the project will be given priority for grant funding from the Just Transition Fund (JTF), which supports European Union regions relying on fossil fuels and high-emissio...Read More

Mining personality and resource speculator Rick Rule harbours little hope that the pace of junior resource sector mergers and acquisitions activity will quicken in the coming 12 months as quality companies are scarce.On Sunday, he told the Vancouver Resources Investment Conference that what gets in the way of junior M&A is what he calls 'real yield' - the salary and bonuses to officers and directo...Read More

The S&P/TSX Composite Index rose 211.3 points or 1.03% to finish the Jan. 23-27 trading week at 20,714.50. The S&P/TSX Global Mining Index fell 0.35 points or 0.29% to 120.80 and the S&P/TSX Global Base Metals Index slipped 0.18 points or 0.09% to 204.10. Spot gold climbed US$1.20 per oz. or 0.06% to US$1,927.50 per oz. and the S&P/TSX Global Gold Index finished at 306.83, down 1.22 points or 0.4%...Read More

(IDEX Online) - Belgium's prime minister has again said opposes an EU ban on Russian diamonds, calling instead for a global boycott.Alexander De Croo (pictured) was speaking as the 27 EU members prepared to implement a 10th round of sanctions.He said the only effective way to stem the ongoing flow of Alrosa's goods would be if all Western nations signed up to a ban, backed by a watertigh...Read More

The company signed a memorandum of understanding with Panasonic in November 2022, confirming its intention for a multi-year offtake agreement for anode material.Read More

Dear Outsider,When the U.S. ratified the Constitution in 1789, the new American government created a permanent Treasury Department in order to control the nation's debt.President George Washington named Alexander Hamilton as the Secretary of the Treasury, and he proposed reviving the nation's ailing economy and repairing its damaged credit by repaying its $75 million of war...Read More

Similar shares at different valuations are the basis for alpha. The research is so hard, it requires adding dividends or looking at a chart.Read full newsRead More

Workplace and investor burnout is reaching all time highs. Workplace burnout in 2022 was equal with 2020 in the heart of the pandemic. Click for more.Read full newsRead More

Interactive Brokers is well known amongst professional traders for its global reach and user-friendly platform. Find out why I'm bullish on IBKR stock.Read full newsRead More

Capital Power is currently paying a dividend of C$2.32 per share for a yield of approximately 5%. Read more to see why I'm bullish on the stock.Read full newsRead More

When will capital markets catch up to psychedelic industry? Ronan Levy, CEO and Co-Founder of Field Trip, discusses strategy behind focusing on ketamine assisted therapy.Read full newsRead More

Despite a price loss of more than 15 percent during the past 12 months, GAB is still trading at a price multiple that is at par to its peers. Read more here.Read full newsRead More

We take our first look at Douglas Elliman which went public just before mortgage rates doubled. Click here to see our take on DOUG stock.Read full newsRead More

Knowing when the U.S. economy is heading for recession is paramount to successful investment decisions.Read full newsRead More

My belief is that the value of the U.S. dollar will go up and return to the values that were seen earlier in 2022. Click here to read more.Read full newsRead More

Fifty years of experience with investor sentiment suggests this is the start of a long term advance. Click here to read my latest analysis.Read full newsRead More

Autoliv performed well in Q4 2022, delivering a significant increase in profitability. Click here to read my analysis of ALV stock and why it's a hold.Read full newsRead More

EFG invests in ex-U.S. and ex-Canada growth stocks. The fund offers a strong 9% per annum IRR potential over the next few years by my calculations. Read more here.Read full newsRead More

Itau Corpbanca is an interesting deep value play with potential for rapid upside and higher dividend. Click here to see our take on ITCB.Read full newsRead More

Greif is an undervalued but well-run company with strong execution and it is executing a $150 million buyback. See why I rate GEF stock a buy.Read full newsRead More