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

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

Selecta Biosciences recently announced the results of its DISSOLVE I & II Phase 3 clinical trials for SEL-212. Read more about SELB here.Read full newsRead More

Cross Timbers Royalty Trust is poised to benefit from anticipated increases in oil & gas prices and sales volume. Read more here.Read full newsRead More

RCM Technologies will benefit, in my opinion, from unprecedented, multi-billion dollar government programs in school healthcare and decarbonization. Read more about RCMT here.Read full newsRead More

While SAIC has a large unfunded backlog over the next year or so, it's not likely to get full benefit of it because of a weak economy. Read more here.Read full newsRead More

Schnitzer posted a net income of $4.4 million on revenues of $755.95 million after it had registered a net loss of $17.8 million in Q1 2023. Read more about SCHN here.Read full newsRead More

This article is part of our monthly series where we highlight five companies that are large-cap, relatively safe and dividend-paying. Read more here.Read full newsRead More

BuzzFeed saw a revenue decline YoY but has still grown over the last 2 years, albeit in a choppy fashion. Read more about BZFD here.Read full newsRead More

My largest investment in Europe is Vonovia. Its real estate portfolio is today priced at a 70% discount. Click here for my review of VONOY stock prospects.Read full newsRead More

In our opinion, these stocks are two of the best ways to invest in this greatest economy and win. Click here for a full analysis.Read full newsRead More

Mister Car Wash has seen strong growth in recent years. Click here to see why I am still cautious even as MCW stock trades near its lows.Read full newsRead More

LVMH's world-class portfolio, combined with ROIC, should drive shareholder returns in the future. Read more here.Read full newsRead More

Knowing when the US economy is heading for recession is paramount to successful investment decisions. Read more here.Read full newsRead More

CTO Realty Growth has a roll up its sleeves approach toward value creation. Read more here.Read full newsRead More

Blackstone Mortgage Trust sports a 14% yield and appears to be a discounted play on the situation, but we're not touching it. See why we rate BXMT stock a Hold.Read full newsRead More

SCHG is one of the top-performing large-cap growth ETFs over the last decade. Read more here.Read full newsRead More

Marriott International is set to see significant expansion of its Ritz-Carlton and W Hotels brands in China this year. Learn why MAR stock looks attractively priced.Read full newsRead More

3 Of My favorite 9+% yielding ETFs had a terrible month due to the end of the worst bond bear market in U.S. history. Click here for my top 3 picks.Read full newsRead More

Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha, iTunes, Stitcher and Spotify.Read full newsRead More

Lately, many investors have been very concerned about banks that have unrealized losses on their treasury holdings. See why I think they are not an issue.Read full newsRead More