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

Despite the recent dip, Etsy's growth and profitability over the years have been amazing. Find out why I expect another decline in ETSY stock.Read full newsRead More

GreenPower Motor Company reported FQ2 2023 financial results on November 15, 2022. Read more for our analysis and recommendation of GP stock.Read full newsRead More

Repay Holdings Corporation operates in verticals with large TAM and low card penetration. M&A is unlikely in the near term, but always an option. Read more here.Read full newsRead More

iShares Self-Driving EV and Tech ETF is a diversified fund with investments in nine geographic locations and four industries. Read why I rate IDRV as a hold.Read full newsRead More

Western Alliance Bancorporation (NYSE:NYSE:WAL) Q4 2022 Earnings Conference Call January 25, 2023 12:00 PM ETCompany ParticipantsMiles Pondelik - Director of IR and Corporate DevelopmentKen...Read full newsRead More

Microsoft's Q2 FY23 results overnight divided market opinion. Click here to see why we reiterate our Buy rating on MSFT stock.Read full newsRead More

For most folks, some very basic technical analysis skills can greatly enhance long-term performance. Click here for my tips on TA shortcuts.Read full newsRead More

Tesla, Inc.'s earnings report was rather lackluster. Click here to read my earnings analysis of TSLA stock.Read full newsRead More

Digital Turbine is now down over 80% from its all-time high in 2021. Click here to read my analysis of APPS stock.Read full newsRead More

Filo Mining Corp.'s Filo del Sol mining project carries significant permitting and financing risk as it is not yet permitted. Read my analysis of FLMMF stock.Read full newsRead More

iShares Core Dividend Growth ETF offered by BlackRock enables investors to gain exposure to a wide portfolio of dividend-growth stocks. Read my analysis of the ETF.Read full newsRead More

Zoom's valuation has compressed dramatically over the past year as investors brace for post-pandemic sales strain. Click here to see our take on ZM stock.Read full newsRead More

Domino's Pizza (DPZ) and Home Depot (HD) delivered strong dividend growth, well above the market. Learn why they may be good buys now.Read full newsRead More

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

Microsoft Corporation (NASDAQ:NASDAQ:MSFT) Q2 2023 Earnings Conference Call January 24, 2023 5:30 PM ETCompany ParticipantsBrett Iversen - Vice President, Investor RelationsSatya Nadella -...Read full newsRead More

Borr Drilling released very strong preliminary Q4 and full year 2022 guidance and provided 2023 guidance well above expectations. Read why I rate BORR stock a Buy.Read full newsRead More

Agilysys, Inc. (NASDAQ:NASDAQ:AGYS) Q3 2023 Earnings Conference Call January 24, 2023 4:30 PM ETCompany ParticipantsJessica Hennessy - Senior Director, Corporate Strategy and IRRamesh...Read full newsRead More

Certainly Mr. Orwell hooked onto something when he wrote:"Some ideas are so stupid that only intellectuals believe them."How else can we explain the eternal prosperity - the near immortality - of stupid ideas? For example:The idea that plunging a nation into debt will raise it up into wealth...That raising the prices of life's essentials raises the general economic level...That prosperity springs...Read More

Fortuna Silver Mines (TSX: FVI; NYSE: FSM) reported Wednesday that the Mexican federal administrative court has granted a provisional injunction to allow the company's San Jose mine to continue to operate under the terms of the 12-year environmental impact authorization (EIA).Compa??ia Minera Cuzcatlan, Fortuna's Mexican subsidiary, recently began legal proceedings to contest and revoke the annulm...Read More

Discovery Silver's (TSX-V: DSV, OTC: DSVSF) preliminary feasibility study on its Cordero project in northern Mexico expands output by 40% while increasing construction costs by nearly a quarter compared with an earlier report. The project, located about 550 km south of the border city of El Paso, TX, is forecast to produce 33 million tonnes of silver-equivalent over an 18-year mine life for a n...Read More