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

Energy equities outperformed during the week, reversing their year-to-date trend of underperformance. Click here for our weekly review of the oil patch.Read full newsRead More

CleanSpark is the most efficient top 5 Bitcoin miner in the public markets. Find out why I'm bullish on CLSK stock.Read full newsRead More

The company finished 2022 on a strong note with Q4 sales and gross profit rising by 1.7% and 1.1% despite nationwide protests in Peru in December. Find out why CPAC stock is a Buy.Read full newsRead More

Dropbox revenue growth rate is disappointing. Learn why my outlook for DBX in the near term is Neutral.Read full newsRead More

Bud Light beer has been in the news lately following a 'controversy', prompting certain individuals to dispose and boycott the brand. Click here to read more.Read full newsRead More

Inflation bears need a better thesis. Read why the worst - in terms of inflation - is behind us.Read full newsRead More

Intapp has seen growth acceleration in recent times, while posting largely break-even results. Click here for my current view of INTA share prospects.Read full newsRead More

Coherent Corp. trades at a deep discount to competitors despite posting continual growth earnings after earnings. Click here to read my analysis of COHR stock.Read full newsRead More

Virtus Terranova U.S. Quality Momentum ETF's high-quality portfolio surprisingly shows good valuation metrics. Click here for my full review of the JOET ETF.Read full newsRead More

Long term, I think Syneos Health will correct the contract wins and resume growth. Read more here.Read full newsRead More

American Airlines guidance was a boost, but missed analyst expectations. Read why longer-term concerns are boiling up, bringing AAL and other airline stocks down.Read full newsRead More

BlackRock Corporate High Yield Fund, Inc. invests in a portfolio consisting primarily of junk bonds and applies leverage. Click here for more on the HYT CEF.Read full newsRead More

Taseko Mines published an updated Technical report on Florence. The project was not spared by inflation. Find out if TGB stock is a buy.Read full newsRead More

The variable rate on Series I Savings Bonds drops to 3.39% on bonds sold beginning in May from 6.47% currently. Click here to read my I-bonds analysis.Read full newsRead More

Dutch Bros at the moment are trying to expand quickly and profitability will hopefully follow when they are more mature. Click here to read my analysis of BROS stock.Read full newsRead More

KBC is a retail-oriented bank with a strong exposure to concentrated markets of Belgium and Czech Republic. Click here to read my latest analysis of the stock.Read full newsRead More

With rallying commodities, namely steel prices, there is fundamental upside potential for Ternium. Click here to read my analysis of TX stock.Read full newsRead More

Select Energy Services provides water management services to oil & gas exploration and production companies in the United States. Learn why my outlook on WTTR is a buy.Read full newsRead More

Albertsons Companies has seen solid operating momentum since the pandemic. Longevity of ACI strength surprises me. Click here to read my analysis of ACI stock.Read full newsRead More

ImmunityBio has a PDUFA date of May 23, 2023, for potential FDA approval of a treatment for invasive bladder cancer. Find out if IBRX stock is a buy.Read full newsRead More