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

High frequency indicators can give us a nearly up-to-the-moment view of the economy. Read more here.Read full newsRead More

NIO continues to burn significant levels of cash to grow its business in the increasingly competitive Chinese EV market. See why I rate NIO stock as a Hold.Read full newsRead More

Pliant Therapeutics is a clinical-stage biopharmaceutical company focused on developing therapies for fibrosis and related diseases. Read more here.Read full newsRead More

Earnings season is here, with 87% of the S&P reporting in the next month. Read why AMZN, BTI, and USB are three of my blue-chip Buy recommendations.Read full newsRead More

AbbVie is in a period of transition as they are no longer protected by the excellence of Humira. Click here to see why ABBV stock is a Hold.Read full newsRead More

Werner's growth and profitability indicators point towards a promising trajectory, but investors should approach WERN cautiously due to potential headwinds. Read more here.Read full newsRead More

Gildan is the largest manufacturer of low-cost basic apparel for the Printwear industry, producing roughly 1.2 billion shirts per year.Read full newsRead More

Global business activity rose in March at the fastest rate for nine months.Read full newsRead More

S&P Global's Egypt PMI continued to signal multiple headwinds on the private sector economy in March, rounding off a bleak first quarter of 2023.Read full newsRead More

Steven Madden's stock price might have seen an uptick this week, but its fundamentals do not indicate that this can continue. See why I rate SHOO stock a Sell.Read full newsRead More

What if socialism "worked"? What if communism worked?That is, what if collectivist economics outdid and outperformed free market capitalism... and Marx outshone and outflanked Smith?Should the United States take collectivism aboard on pragmatic grounds of efficiency? Or should it beg off on abstract grounds of principle?The United States erected itself, after all, upon the hard New England granite...Read More

La-Z Boy's quarterly results showed promise; however, a slight slowdown in demand is possible. Read more to see why I rate LZB stock a strong Buy.Read full newsRead More

Brilliant Earth is an environmentally sustainable jeweler catering to younger, tech-savvy consumers. Read more to see why I rate BRLT stock a Hold.Read full newsRead More

Numinus Wellness Inc. (OTCQX:NUMIF) Q2 2023 Results Conference Call March 13, 2023 5:30 PM ETCompany ParticipantsJamie Kokoska - Vice President, Investor RelationsPayton Nyquvest - Founder...Read full newsRead More

Imperial Petroleum proposed to spin off two Handysize dry bulk carriers into a new Nasdaq-listed entity called C3is Inc. See why I rate IMPP stock a Sell.Read full newsRead More

Economic factors will keep Commerce Bancshares's loan growth from dipping below the historical average. See why I'm maintaining a Hold rating on CBSH stock.Read full newsRead More

While it's a positive sign for global demand, analysts warn that the upswing may not last due to a looming downturn in developed economies. "Exports from China unexpectedly surged 14.Read More

At this point, most everyone has accepted the reality that China will attempt to invade Taiwan - and sooner rather than later. The same was true with Ukraine, where we saw Vladimir Putin telegraph his intentions for years before finally acting. Russia was never going to let Ukraine - and especially Crimea - escape its clutches. Not without a fight, anyway. The same is true of Taiwan. Chinese...Read More

The sample has tested for purity of 99.9% and will now be processed into high-purity magnesium sulphate.Read More

GoviEx edges closer to productionSPONSOREDgoviex uraniumTorq kicks off drilling at Santa CeciliaSPONSOREDtorq resourcesCanada Nickel eyes feasibility study for CrawfordSPONSOREDcanada nickelWhile it's a positive sign for global demand, analysts warn that the upswing may not last due to a looming downturn in developed economies. "Exports from China unexpectedly surged 14.Read More