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

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

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