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 EDV long-term bond ETF appears to be breaking above resistance to confirm a significant bottoming pattern. Read more here.Read full newsRead More

U.S. Bancorp is down 21% in the last 3 weeks, despite being the largest and considered by some the strongest regional bank in America. See why USB stock is a Buy.Read full newsRead More

Citi is trading at ~0.55x tangible book. The business model now has changed. Read more about C stock here.Read full newsRead More

Exxon Mobil management is attacking costs by selling unwanted assets and investing in new low cost and value added proposals. See what this means for XOM stock.Read full newsRead More

Wizz Air offers passenger air transportation services on scheduled short-haul and medium-haul point-to-point routes in Europe and the Middle East. Read more about WZZAF here.Read full newsRead More

Energy Transfer has recently announced the acquisition of Lotus Midstream in a transaction worth $1.45 billion. Read more about ET here.Read full newsRead More

The iShares Core S&P Small-Cap ETF has a strong track record of outperforming small cap peers and S&P 500. See why I am initiating a long position on IJR ETF.Read full newsRead More

Embracer Group invested and spent massively on acquisition sprees with the ambition of establishing an effective ecosystem of gaming products. Read more here.Read full newsRead More

JD Sports Fashion plc is a retail company that offers branded sports fashion. Click here to see why we are bullish on the company's growth prospects.Read full newsRead More

Ionis has several revenue-generating therapies and two with pending PDUFA dates. Learn why IONS' business model is falling short for shareholders.Read full newsRead More

Mercedes is yielding higher than 7% with a P/E and EV/EBITDA multiple at a historical low. Read more to see why we rate MBGYY stock a Buy.Read full newsRead More

Both Magellan Midstream (MMP) and MPLX are sleep well at night high yield equities. Read more as we compare them and offer our take on which is a better Buy.Read full newsRead More

Global electric car sales Feb. 2023 were up 49% YoY to 14% share. Read more about EV company news for March 2023 here.Read full newsRead More

Following the Q4's below-expected performance, I've decided to reduce my estimates for Glacier Bancorp's net interest margin and non-interest income. Read more here about GBCI here.Read full newsRead More

We take a look at the action in business development companies through the last week of March and highlight some of the key themes we are watching. Read more here.Read full newsRead More

US Manufacturing remains in recession, while Services improve. Click here to read this week's edition of The Week On Wall Street.Read full newsRead More

The U.S.'s multi-agency crackdown on crypto reached a fever pitch in March.Read full newsRead More

Bar Harbor Bankshares has a 4.2% dividend yield and 19 years of consecutive dividend growth. See why the current selloff is an opportunity to buy BHB stock.Read full newsRead More

Asana shares have rebounded nearly 50% this year, in sympathy with other tech stocks. Read why I think there is plenty of room for ASAN stock to rebound higher.Read full newsRead More

Elbit Systems should benefit from the increased defense spending in Europe and the United States. Click here to learn why I still rate ESLT stock a Hold.Read full newsRead More