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

Realty Income continues its aggressive acquisition strategy and focuses strongly on growth, rather than growth per share. Read why I'm neutral on O stock.Read full newsRead More

Due to investment AI, the market will become more efficient than it is today and it will be more difficult to beat the index. Read what investors need to know.Read full newsRead More

EVgo is a major player in the EV charging sector with a growing network of charging stalls across the US. Click here to see our take on EVGO stock.Read full newsRead More

Procter & Gamble extended its dividend growth streak to 67 years. Check out my dividend increase predictions for the second half of April.Read full newsRead More

Three small issuers began trading this past week, two of which are eligible for inclusion in our IPO stats, while two delayed to the week ahead (UCAR and USGO).Read full newsRead More

(IDEX Online) - Seven out of 10 US jewelers reported sales in February were the same or better than the same month last year. That's according to a sample of 177 retailers who were asked to assess sales for the month by the Instore magazine. Fourteen per cent said they'd enjoyed an increase of more than a quarter.Another 28 per cent said they'd seen some increase, and 27 per ce...Read More

(IDEX Online) - The buyer of the world's most valuable necklace - a $55m creation including a flawless 407-carat yellow diamond - has been revealed as Indian billionaire Nita Ambani.She's the wife of Mukesh Ambani, who is heir to the Mumbai-based multinational conglomerate Reliance Industries, and whose fortune is estimated by Forbes at $84.7bn.The necklace, known as L'Incomparable,...Read More

(IDEX Online) - Mountain Province reported an 11 per cent increase in carats recovered, and a 42 per cent increase in sales during Q1.But the Canadian miner said production at the Gahcho Kue mine, close to the Arctic Circle, was below expectations, as a result of "lower than planned process plant and loading unit availability".Mark Wall, president and CEO said: "We are working with our operator an...Read More

Kirk Spano on recent earnings and why big banks are in really good shape. What's really behind market volatility. Schwab absorbing TD Ameritrade is a big deal nobody's talking about.Read full newsRead More

Textainer Group is one of the largest container lessors with a fleet of in excess of 4.5M container-equivalent units. Read more here.Read full newsRead More

This article will compare KBWB to KBWR and posit a trade that takes both of these into account. Read more about KBWB ETF here.Read full newsRead More

I expect Crown Holdings' capex to decrease and free cash flow to increase from next year onwards. Here's what that means for owners of CCK stock.Read full newsRead More

American Lithium Corp has been able to gather up some quality sites to capture the growing demand for lithium. Read more about AMLI here.Read full newsRead More

JPMorgan produced a massive profit of $12.6B in Q1 on $39.3B of revenue. Read more about JPM here.Read full newsRead More

Get ahead of the market by subscribing to Seeking Alpha's Stocks to Watch, a preview of key events scheduled for the coming week.Read full newsRead More

The AI battle between Microsoft (MSFT) and Google (GOOG) is heating up, with the former taking on the offensive, integrating GPT-4 capabilities in product offerings. Read more here.Read full newsRead More

UFP Industries faces a tough start to 2023 with a double-digit revenue decline. Learn why UFPI stock looks undervalued.Read full newsRead More

Compared to its peers, based on forward earnings, Becton, Dickinson is the cheapest of the bunch. Read more about BDX here.Read full newsRead More

Jane's retirement accounts generated a total of $3,249.92 of dividend income for March 2023 vs. $2,838.34 for March 2022. See more for an update on the portfolio.Read full newsRead More

Antero Midstream Corporation stock is cheap, trading at only 10 times EBITDA. This gives AM easily at least 15% upside from the current price. Click here for more.Read full newsRead More