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

VAALCO Energy, Inc. (NYSE:NYSE:EGY) Q4 2022 Earnings Conference Call April 6, 2023 10:00 AM ETCompany ParticipantsAl Petrie - Investor Relations CoordinatorGeorge Maxwell - Chief Executive...Read full newsRead More

(IDEX Online) - GIA has bowed to pressure and says it will re-introduce paper certificates, at no extra cost, as of Sunday (9 April). The move to digital-only Diamond Dossiers, for stones up to 1.99-cts, provoked widespread criticism from retailers, who said some customers were refusing to buy a diamond without one. In a message to clients, GIA (Gemological Institute of America) said it "did not a...Read More

In a video podcast the other day, I made reference to the lockdown orders of March 2020. The host immediately turned off the recording. He said it was fine to talk about this subject but from now on please refer to "the events of March 2020" with no specifics.Otherwise, it will be taken down by YouTube and Facebook. He needs those platforms for reach, and reach is necessary for his business model....Read More

(IDEX Online) - A ruby described as "the largest and most valuable" ever to be auctioned is expected break the world record when it is sold by Sotheby's New York in June.The 55.22-carat Estrela de Fura ((Star of Fura in Portuguese), is "the world's largest gem-quality ruby in existence," and is "expected to achieve in excess of $30m," the auction house said.The highest price ever paid fo...Read More

For the month, equity CEFs (-0.26%) witnessed negative performance, but their fixed income CEF cohorts (+0.87%) posted gains. Click for more on CEF performance.Read full newsRead More

Times of pessimistic markets are usually the time to buy high quality companies like S&P Global Inc. 2022 likely marked a bottom year for SPGI, click for more.Read full newsRead More

Marathon Digital has underperformed peers since I called the stock a sell in September. Find out why I'm upgrading my rating on MARA stock.Read full newsRead More

The March Employment Situation Report has the potential to set the tone for US bond and equity markets for many weeks. Read why investors should pay close attention.Read full newsRead More

FTAI Aviation is an aerospace company that owns aircraft and aircraft engines which it subsequently leases. Click here to read our most recent analysis.Read full newsRead More

Extreme Networks, Inc. offers strong growth, low debt, a good return on share issuance, and high employee morale. Click here to read why EXTR stock is a Buy.Read full newsRead More

Union Pacific Corporation is using debt to maintain the status quo of buying back shares and increasing dividend payments. Find out why UNP stock is a Hold.Read full newsRead More

Richardson Electronics, Ltd. (NASDAQ:NASDAQ:RELL) Q3 Fiscal Year 2023 Conference Call April 6, 2023 10:00 AM ETCompany ParticipantsEdward J.Read full newsRead More

China Eastern Airlines Corporation stock could provide a chance to capitalize on the Chinese recovery, but risks are clear. Read my earnings analysis of CEAYY.Read full newsRead More

Silver's break above downtrend resistance going back to 2021 suggests a potential surge higher for metal and for iShares Silver Trust ETF. Click here to read why SLV ETF is a Buy.Read full newsRead More

LifeStance Health Group's position in the market has optimistic and pessimistic prospects, depending on different factors. Click here for more on LFST stock.Read full newsRead More

Altice stock is down over 90% from 2021 peak and its market cap is already a tiny sliver of the capital structure. Click here to read why ATUS stock is a Strong Buy.Read full newsRead More

Investors are betting big against TD Bank, with short positions totaling $3.7 billion. Click here to find out why I rate TD stock a hold.Read full newsRead More

Yancoal Australia Ltd is a leading low-cost producer of metallurgical and thermal coal primarily used for power generation. Find out my analysis of YACAF stock.Read full newsRead More

Philip Morris has outperformed the broader indexes in the past year, and I expect the trend to continue. Click here to read my analysis of PM stock.Read full newsRead More

First Trust Preferred Securities and Income ETF is massively overweight in financials and has a large exposure to banks. Read more to see why FPE ETF is a Hold.Read full newsRead More