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 Communication Services sector was a major loser in 2022. Light investor posititioning coming into this year set the stage for a growth style comeback.Read full newsRead More

Last time I called Apple Inc.'s earnings miss based on Samsung's operating data. Click here to read my latest analysis of AAPL stock.Read full newsRead More

DraftKings shares have boosted 65% year to date, owing to strong growth as well as disciplined expense management. Find out why DKNG stock is a Buy.Read full newsRead More

Federal Realty Trust's stock price has fallen amidst broader concerns around commercial real estate. Click here to see our take on FRT stock.Read full newsRead More

The strengthening of the labour market and the slowdown in inflation are contributing to the upward movement of the QQQ price. Click here to read why QQQ ETF is a Buy.Read full newsRead More

STAG Industrial's diversified portfolio positions it for growth even as the hot markets cool. Find out why STAG stock is a Strong Buy.Read full newsRead More

AppLovin Corporation went public in April, 2021, raising around $2 billion in gross proceeds. Click here to see our take on APP stock.Read full newsRead More

Small cap stocks are exhibiting a troublesome pattern, seen the last 2 times they broke down. Click to read why I think a tactical investment in RWM makes sense.Read full newsRead More

It seems that Meta is more determined to achieve better profitability than expected. Click here to read why we prefer rating the META stock as a Hold here.Read full newsRead More

Broadcom continues to do fine ahead of the pending VMWare deal. It has been able to maintain sales at record levels. Click here for more on AVGO stock.Read full newsRead More

Unity Software is moving beyond its operational issues and is integrating its ironSource acquisition. Click here to read why U stock is a Buy.Read full newsRead More

Tilray is not doing well in cannabis or in other segments, except perhaps alcohol, and its valuation metrics are too high. Learn why TLRY stock is a strong sell.Read full newsRead More

The company restructured its business in 2022 and was positioned to accelerate its growth in 2023. Click here to read our latest analysis of OTLY stock.Read full newsRead More

Base metals declined in Q1, and nickel led the way lower. Read what's next for this key metal and JJN, a nickel ETN that reflects low liquidity in the nickel forward market.Read full newsRead More

Tesla, Inc. is the leader in EVs and energy storage with many other potential winners coming up as well. Click here to read why TSLA stock is a Buy.Read full newsRead More

American Express has proven itself to have a strong business model due to the wealthy nature of their consumer base. Click here to see our take on AXP stock.Read full newsRead More

Trustmark's challenges are the same facing most of the nation's 4,427 banks. Click here to read my analysis of TRMK stock.Read full newsRead More

Investors appear to be placing their money where the future lies, in the areas of technological change and spread of digital capital. Read more to see my thoughts.Read full newsRead More

Airbus has exclusively provided widebody aircraft to Delta Air Lines for over a decade.Find out why EADSY stock is a Buy.Read full newsRead More

Dynatrace is a leader in APM with a highly differentiated AI-enabled software platform. Read more to see my thoughts on DT stock and why it is a Buy.Read full newsRead More