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

Tellurian LNG has provided no substantial updates to the Driftwood LNG FID and the project still looks unlikely. See our view on the stock.Read full newsRead More

B2Gold production was 1,027,874 Au ounces in 2022, reaching the upper half of 2022 guidance. Click here to see our take on BTG stock.Read full newsRead More

AMN Healthcare features a good valuation case considering its growth prospects. Click here to see our take on AMN stock.Read full newsRead More

SCHD holds a strong basket of stocks with a respectable dividend yield and growth. Read why the fund could be a solid option at current levels.Read full newsRead More

While there are certainly great risks, Reata has a decent chance of making a successful turnaround in the future. Check out our view on RETA stock.Read full newsRead More

Baytex expects to grow its heavy oil production from 35% of total production in Q3 22 to 41% of total production in '23. Click here to see our take on CA stock.Read full newsRead More

Global Ship Lease yields 8.4% with a very conservative 18% payout ratio. Click here to see why we rate GSL stock as a BUY.Read full newsRead More

Buoyed by the retreat in longer-term interest rates and solid REIT earnings, real estate equities were among the outperformers this week. Read more here.Read full newsRead More

BCI is above last week's level; the recession warning weakens. Click here to see our Business Cycle Index indicators.Read full newsRead More

Scotts Miracle-Gro is turning the corner as housing market may see a rebound. Find out why SMG stock may be good choice for long-term risk tolerant investors.Read full newsRead More

Weyco Group has been posting some really attractive sales and profit figures in recent quarters. Read more to see our recommendation on the WEYS stock.Read full newsRead More

Two new Breakout Stocks for Week 4 with better than 10% short-term upside and two Dow 30 Picks. Click here to read more.Read full newsRead More

Washington Trust has an excellent dividend growth track record and its yield is up to 4.7% now. See why I rate WASH stock a strong buy.Read full newsRead More

ServiceNow (NOW) and DXC Technology (DXC) stocks have outperformed the Vanguard Information Technology ETF. See why I have buy rating on DXC and NOW stocks.Read full newsRead More

General Mills is overvalued based on valuation metrics. Read more to see GIS' headwinds and why investors should wait for better times to buy the stock.Read full newsRead More

Incyte should experience strong cash inflows from both JAKAFI and OPZELURA over the next 6 years. Read more to see why INCY stock is a buy.Read full newsRead More

Today, we revisit a small cap oncology concern called Immutep for the first time in two years. Read my investment analysis of IMMP stock.Read full newsRead More

Profire Energy has shown cyclical revenues and high operational leverage. See why I think PFIE stock seems expensive in terms of historical earnings.Read full newsRead More

Nextdoor trades near all-time lows despite a strong rally in small caps during January. See why investors should use this opportunity to buy KIND stock.Read full newsRead More

Alpha Metallurgical Resources is a coal company that reported impressive earnings. Check out our investment analysis of the AMR stock.Read full newsRead More