News and Reports

Year in Review 2023 and Outlook for 2024

January 04, 2024

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

Year in Review 2022 and Outlook for 2023

January 2023

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: The Heart of Global Copper

October 2021

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 Gold

June 2021

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 Gold Mining and Canadian Juniors

April 2021

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

An Overview of the Golden Triangle

July 2020

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

An Overview of Quebec Gold Mining

April 2020

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

An Overview of the Red Lake Mining District

January, 2020

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

5 REITs I Felt Like Writing About.

April 03, 2023 / seekingalpha.com

Strong demand from consumers pushes tenants to continue leasing space. The need for space drives revenues, which drives AFFO per share.Read full newsRead More

$ESGV $SUSL - ESGV Falls Short: Try SUSL Instead.

April 03, 2023 / seekingalpha.com

ESGV is a somewhat strict total market ESG fund that avoids companies involved in the sale of alcohol, tobacco, weapons, and coal, oil, and gas, among several others.Read full newsRead More

$FTCO - Fortitude Gold: The End Of The Golden Era Is Approaching.

April 03, 2023 / seekingalpha.com

Fortitude Gold Corporation produced 41,231 ounces of gold in 2022 and the net income stood at $14.7 million. Read for my full review of FTCO stock prospects.Read full newsRead More

$MRSN - Mersana Therapeutics: Unrecognized Promise In UpRi's Cancer Fight.

April 03, 2023 / seekingalpha.com

MRSN has numerous early-stage programs and secured multiple pharma partnerships that could strengthen upside potential near-term.Read full newsRead More

US Homebuilding: A Good Short Candidate As The Equity Is Diverging From Fundamentals.

April 03, 2023 / seekingalpha.com

The homebuilding sector is overvalued considering the likelihood that the industry fundamentals are about to get worse. Find out how investors should position themselves.Read full newsRead More

$OPRX - OptimizeRx Has A Good Growth Path Ahead.

April 03, 2023 / seekingalpha.com

OptimizeRx is an exciting opportunity for investors who want to gain exposure to a growing market, which is the pharma ad spending.Read full newsRead More

$BAC - Bank of America: Buy The Market Dip (Technical Analysis).

April 03, 2023 / seekingalpha.com

Bank of America is currently experiencing a strong bullish trend and presents a strong buying opportunity. Click for more on BAC stock prospects.Read full newsRead More

$SOI - Solaris Oilfield Is Well Positioned For Growth Ahead.

April 03, 2023 / seekingalpha.com

Solaris Oilfield Infrastructure reported its Q4 2022 results on February 22, 2023. Click here to read our analysis and why we think SOI stock is a buy.Read full newsRead More

$CEG - Constellation Energy Stock Has More Room To Run.

April 03, 2023 / seekingalpha.com

Constellation Energy is the generation company spun off from utility company Exelon in January 2022. Read why investors should closely look at CEG stock.Read full newsRead More

RT @Stonefoxcapital: $KSS great opp to follow the CEO and buy before a bullish call like $M

April 03, 2023 / seekingalpha.com

Kohl's Corporation's CEO just bought $2 million worth of shares near multi-years lows. What does this mean for prospective KSS stock purchasers? Read more here.Read full newsRead More

$LAC $LAC:CA - Lithium Americas: Let Production Begin.

April 03, 2023 / seekingalpha.com

Lithium Americas Corp. is set to start production at a mine in Argentina. Click here to see our take on LAC stock.Read full newsRead More

$JEPI - JEPI: Got Left Behind By The Market Recovery.

April 03, 2023 / seekingalpha.com

JPMorgan Equity Premium Income ETF is launched and managed by J.P. Morgan Asset Management, Inc. Click here to read why I'm revising my rating from buy to hold.Read full newsRead More

$SOXQ $SOXS - SOXQ's AI Prospects And Opportunity With SOXS, But Timing Is Key.

April 03, 2023 / seekingalpha.com

This thesis is about two ETFs, Invesco's SOXQ and Direxion's SOXS which are inversely related as when one rises, the other one falls. Click to read more.Read full newsRead More

$MMM - 3M Company: Uncertainty Prevails.

April 03, 2023 / seekingalpha.com

3M Company continues to be hurt by lingering legal concerns and lawsuits related to PFAS, hearing protections, and masks. Read for our take on MMM stock now.Read full newsRead More

$SOYB - SOYB: Soybeans Are Steady And Higher Prices Could Be On The Horizon.

April 03, 2023 / seekingalpha.com

Soybean futures declined from the 2022 high. Read why rising oil prices support soybean demand as the oilseed is the main ingredient in biodiesel.Read full newsRead More

$AMZN $IRBT - Amazon-iRobot And 16 Other Opportunities In Merger Arbitrage Space.

April 03, 2023 / seekingalpha.com

Merger arbitrage spreads are wide. There are plenty of opportunities with spreads of up to 118%.Read full newsRead More

$PG - Procter & Gamble: The Priced-In 6% Risk-Return May Be Optimistic.

April 03, 2023 / seekingalpha.com

Investors may have put too much confidence in The Procter & Gamble as a safe haven when inflation was at its onset. Click here for our take on PG stock now.Read full newsRead More

$MTB $MTB.PH - M&T Bank: Conservative Bank's Valuation At GFC And COVID Lows.

April 03, 2023 / seekingalpha.com

M&T Bank Corporation operates as a bank holding company. Click here to read for an examination of MTB stock's setup, the risks, and the preferred shares.Read full newsRead More

$ONON - On Holding: Clouds And Circularity.

April 03, 2023 / seekingalpha.com

On is revolutionizing running - makes you feel like you're running on clouds. On is building a culture - igniting the power of the Human Spirit through movement.Read full newsRead More

$SPX - The Current Upswing Started In October 2022: Updated As Of March 31, 2023.

April 03, 2023 / seekingalpha.com

I conclude that a market uptrend began on March 30 and 31. The Bull Market, which began 14 years ago, still moves higher. Read what investors need to know.Read full newsRead More

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