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

Nvidia Corporation has both fundamental and technical buy signals, but looks overextended in price and overvalued in fundamental metrics. Find out why NVDA stock is a Buy.Read full newsRead More

Casella Waste Systems has a history of diluting shares and doesn't distribute a dividend either. Click here to see our take on CWST stock.Read full newsRead More

Swiss Re has reported relatively weak earnings recently, due to cyclical factors. Click here to see our take on SSREF stock.Read full newsRead More

Yext provides businesses with web content management and related software. Click here to read my analysis of YEXT stock and why it's a hold.Read full newsRead More

John Hancock Preferred Income Fund invests in a portfolio of preferred stocks and bonds in order to pay out a very high dividend yield. Find out why HPI CEF is a Hold.Read full newsRead More

AmpliTech Group, Inc. (NASDAQ:NASDAQ:AMPG) Q4 2022 Earnings Conference Call April 10, 2023 4:00 PM ETCompany ParticipantsShan Sawant - Director of Corporate CommunicationsFawad Maqbool -...Read full newsRead More

Gilead Sciences ended 2022 on a solid note. The 2023 guidance (ex-Covid-19 contribution), though, feels a touch light. Click here for my take on GILD stock.Read full newsRead More

ProShares Short Financials is an ETF that aims to deliver the opposite performance of XLF. Read why SEF may be an interesting option.Read full newsRead More

The 2nd & 3rd biggest bank busts in history happened less than a month ago and nobody cares. What are the implications? Click for my thoughts and picks.Read full newsRead More

General Motors said voluntary separation plan will result in $1 billion charge against Q1 earnings and $1 billion of cost savings. Read what investors need to know.Read full newsRead More

Lyft just doesn't have much going for it. Frankly, I don't really see anything going for it at all. Click here to see our take on LYFT stock.Read full newsRead More

Recent decline in US real interest rates and Federal Reserve balance sheet increase provide a strong, immediate bullish catalyst for silver. Click here to read why SLV ETF is a Buy.Read full newsRead More

AvalonBay is a blue-chip REIT with a proven track record; however, the tide is turning for REITs. Find out why I rate AVB stock a hold.Read full newsRead More

Dominion Energy is undergoing a transition to cleaner energy sources, which has caused some short-term stock price volatility. Find out why D stock is a Buy.Read full newsRead More

The Communication Services sector was a major loser in 2022. Light investor posititioning coming into this year set the stage for a growth style comeback.Read full newsRead More

Last time I called Apple Inc.'s earnings miss based on Samsung's operating data. Click here to read my latest analysis of AAPL stock.Read full newsRead More

DraftKings shares have boosted 65% year to date, owing to strong growth as well as disciplined expense management. Find out why DKNG stock is a Buy.Read full newsRead More

Federal Realty Trust's stock price has fallen amidst broader concerns around commercial real estate. Click here to see our take on FRT stock.Read full newsRead More

The strengthening of the labour market and the slowdown in inflation are contributing to the upward movement of the QQQ price. Click here to read why QQQ ETF is a Buy.Read full newsRead More

STAG Industrial's diversified portfolio positions it for growth even as the hot markets cool. Find out why STAG stock is a Strong Buy.Read full newsRead More