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

We revisit our assessment of the S&P 500 with a focus on the economic situation and next Fed moves. Find out what underlies my bearish outlook.Read full newsRead More

AHCO is a promising long-term investment due to the expected growth in the HME market, driven by demographic shifts and the rise of chronic diseases. Click to read.Read full newsRead More

Invesco is a global investment and asset management firm with over 8,400 employees across 26 countries. Read more to see why IVZ stock is a Buy.Read full newsRead More

NIO Inc. has seen its production/deliveries return to more than 10 thousand units per month. Click here to read why I believe NIO stock's valuation could double.Read full newsRead More

SeaChange International, Inc. (NASDAQ:NASDAQ:SEAC) Q4 2023 Earnings Conference Call April 5, 2023 4:30 PM ETCompany ParticipantsCameron Williams - IRPeter Aquino - Chairman & CEOChris...Read full newsRead More

Okta is the leader in a lucrative corner of the cybersecurity market. Click here to read my analysis of OKTA and why I think the stock is a hold.Read full newsRead More

Tekla World Healthcare Fund diversifies its portfolio of investments among various sub-segments of the healthcare sector. Click here for our current take on THW.Read full newsRead More

Wizz Air's results showed growth on all but one metric, and the company does not need to make major investments to drive down unit costs. Click here to read more.Read full newsRead More

Sotera Health reported strong results for 4Q and provided solid revenue growth guidance for FY23. Click here to read my analysis of SHC stock.Read full newsRead More

Adriatic Metals is a polymetallic development company, with about 50% of projected revenues coming from precious metals. Find out my analysis of ADMLF stock.Read full newsRead More

NURE provides exposure to REITs with short-term leases, including apartments, hotels, self-storage facilities, and manufactured home properties. Read more about NURE ETF here.Read full newsRead More

Amazon.com, Inc. is attractively valued with multiple improving growth drivers such as AI and payments. Click here to read my analysis of AMZN stock.Read full newsRead More

Altria is facing many problems. But, MO will always face many problems. Read more about MO here.Read full newsRead More

Ether Capital Corporation (OTCPK:DTSRF) Q4 2022 Earnings Conference Call April 5, 2023 3:00 PM ETCompany ParticipantsAshley Stanhope - Director, CommunicationsBrian Mosoff - Chief Executive...Read full newsRead More

Bit Digital presents a unique investment opportunity to invest in the Bitcoin mining business. There are risks. But read why BTBT presents a robust business model.Read full newsRead More

eMagin Corp. is recognized as a leader in high-resolution active matrix OLED microdisplays. Click here to read my analysis of EMAN stock.Read full newsRead More

Following the sale of its energy business in February 2023, Verisk provides services to insurance markets. Learn why I am a buy on VRSK stock.Read full newsRead More

The oil market has figured out the price at which oil demand starts to rebound. This sets up an asymmetric upside scenario similar to June 2022. Read for more.Read full newsRead More

The North West Company Inc. (OTCPK:NNWWF) Q4 2022 Earnings Conference Call April 5, 2023 3:00 PM ETCompany ParticipantsDan McConnell - President and CEOAmanda Sutton - VP of Legal and...Read full newsRead More

Two of my favorite current dividend plays yielding near 3%. Both are dividend aristocrats/kings and on sale. Click here to read my most recent analysis.Read full newsRead More