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

Nano Dimension attained its highest yearly revenues recorded in their history in Q4 2022. Check out why I rate NNDM stock a hold.Read full newsRead More

Real estate equities were again among the leaders this week. Click here to read the full report.Read full newsRead More

Voyager shares have moved up more than 25% in 2023 on a couple of licensing deals. Read more to see a full investment analysis of VYGR stock.Read full newsRead More

Parker-Hannifin's valuation does not align with market positioning and growth prospects. Check out why I rate PH stock a strong buy.Read full newsRead More

PaySign is a growing microcap stock generating 90% of its revenue offering payment solutions for plasma donation centres. Read more to see why PAYS stock is a Buy.Read full newsRead More

Conagra has returned 11.8% compared to a drop of 9.4% in the Vanguard S&P 500 Index ETF over the past year. Read why I'm neutral on CAG stock.Read full newsRead More

Gold is showing considerable strength at the moment and is set to rally and make a new all-time high this year. Read more to see my thoughts.Read full newsRead More

Ford has plans to boost EV production capacity to 2 million vehicles by late 2026, about 50% of its 4.2 million global volume from 2022. Read more to see why F stock is a Buy.Read full newsRead More

When investors are concerned about inflation or other economic risks, they may turn to gold as a way to protect their wealth. Click here to read my thoughts.Read full newsRead More

Kimco Realty has done an impressive transformation in recent years. Read why KIM stock is an attractive income play in the real estate sector.Read full newsRead More

NIE has been able to generate an exceptionally high yield during 2022 and 2023. Click here to read my thoughts on NIE CEF and why it is a Hold.Read full newsRead More

Medical Properties Trust is at a 52-week low with a high dividend yield. Read more to see my thoughts on MPW stock and why it is a Buy.Read full newsRead More

Bank of Montreal is a high quality banking franchise with a growing U.S. presence. See why I have a buy rating on BMO stock.Read full newsRead More

The week begins with a focus on the energy sector as the OPEC Joint Ministerial Monitoring Committee meets to discuss oil production.Read full newsRead More

SPY is back above its 10-month moving average. Check out why I'm changing my allocation to the SPDR S&P 500 ETF to 50%.Read full newsRead More

The March jobs report will be the most watched news of the week; Focus on auto sales and deliveriesRead full newsRead More

Barrick Gold continues to be one of the weaker performers in the Gold Miners Index, down ~40% from July 2020 levels vs. a ~30% decline for GDX.Read full newsRead More

In this article, we start by discussing my view on oil prices, which consists of a bull case to triple digits once demand expectations rebound.Read full newsRead More

Shares of Rumble rose nicely after former President Donald Trump was indicted and after reporting strong financial results for the latest quarter.Read full newsRead More

The BOND ETF is an actively managed bond fund that invests across the credit sprectrum, mostly in domestic U.S. fixed income securities. It pays a modestly high 6.4% distribution yield.Read full newsRead More