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 credit markets seem to have some blood in them too, and we are seeing continuing bargains in high yield corporate credit. Read more here.Read full newsRead More

Lundin Gold was one of the best-performing gold stocks last year. Read why now may be an opportune time to book some profits.Read full newsRead More

Frontera Energy Corporation is one of thoseRead full newsRead More

Empire is projected to end up with a modest amount of cash burn in 2023 at current strip if it attempts to grow production. Click here to see our take on EP.Read full newsRead More

Tesla's F1Q 2023 deliveries beat expectations. FQ1 revenues and earnings are likely to come in ahead of analyst projections. Click here for more on TSLA stock.Read full newsRead More

Conagra is focused on cost cutting and is getting another tailwind on the margin front due to falling commodity prices. Read what to expect from CAG earnings.Read full newsRead More

Engie SA has been growing revenue over the last 6 quarters and carries a relatively low debt obligation. Click here to see our take on ENGIY stock.Read full newsRead More

L3Harris is one of America's largest defense suppliers, thanks to a well-diversified business model and a strategic merger in 2019. Read more about LHX here.Read full newsRead More

Jamf Holding Corp. offers a cloud software platform for Apple infrastructure and security platform. Find out why I reiterate my buy rating on JAMF stock.Read full newsRead More

Workday's share price in the past 5 years has been 'boring.' Why boring is going to be so highly coveted? Find out if WDAY stock is a buy.Read full newsRead More

The latest rally in the NASDAQ has been driven by CTA flows. Learn more about CTAs and why these flows should fade this week and the rally with it.Read full newsRead More

Wallbridge has declined 90% from the peak a few years ago and has only recovered a small amount. Click here to see our take on WLBMF stock.Read full newsRead More

Progyny delivered stellar results as client count and revenue grew in the latest fiscal year. Click here to read my most recent analysis of PGNY stock.Read full newsRead More

Even cheap sectors have overpriced stocks. We examine 3 of the most overpriced REITs. Read more here.Read full newsRead More

The markets move up and down and recency bias can be a problem in both cases. Read more here.Read full newsRead More

Ellington Financial's new Series C preferred may be a fleeting double-digit yield opportunity. Click here to read my analysis of EFC.PC.Read full newsRead More

At the beginning of last year, interest rates stood at 0% and today the benchmark interest rate stands at 5.0%.Read full newsRead More

PGIM Global High Yield Fund continues to remain at a deep and attractive discount. Click here to read my analysis of GHY.Read full newsRead More

Vimeo is delivering initial promises of major upselling opportunities. Click here to read my analysis of VMEO stock.Read full newsRead More

PLUG is looking to transform itself from a producer of fuel cell powered forklifts to an end-to-end hydrogen company. Click here to read my most recent analysis.Read full newsRead More