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

iShares Broad USD High Yield Corporate Bond ETF is an exchange traded fund launched by BlackRock, Inc. Find out why I am downgrading USHY ETF to a hold.Read full newsRead More

Due to its volatility, Seres Therapeutics is a stock that is not for the faint of heart. MCRB stock has dropped and popped often. Click here for our review.Read full newsRead More

NovaGold Resources, Inc. (NYSE:NYSE:NG) Q1 2023 Earnings Conference Call April 5, 2023 11:00 AM ETCompany ParticipantsMelanie Hennessey - VP, Corporate CommunicationsGregory Lang -...Read full newsRead More

Risks of market collapses - singularities - are an inevitable part of any financial system. But participants in any financial system seek to minimize the damage from these singularities.Read full newsRead More

SPX Technologies has completed its next acquisition, this time a bit larger. Click here for our review of SPXC stock prospects in light of this M&A activity.Read full newsRead More

ARMOUR Residential has a very high dividend yield of 18%, making it attractive to many deep-value income investors. Read more here.Read full newsRead More

Sweetgreen plans 30-35 net restaurant openings in 2023, a similar cadence to 2022. Click here for our comparison of SG stock to major competitor SHAK stock.Read full newsRead More

While PAR Technology shares are not cheap, it kept growing even during the pandemic so we see few risks ahead. See why we recommend a buy on PAR stock.Read full newsRead More

Schnitzer Steel Industries, Inc. (NASDAQ:NASDAQ:SCHN) Q2 2023 Earnings Conference Call April 5, 2023 11:30 AM ETCompany ParticipantsMichael Bennett - Investor RelationsTamara Lundgren -...Read full newsRead More

The following slide deck was published by Schnitzer Steel Industries, Inc.Read full newsRead More

H&R Block seems to be resilient during downturns as I did not see much indication of the contrary. Click here to read my most recent analysis of HRB stock.Read full newsRead More

Nvidia has seen a 70% increase in value YTD, driven by AI advancements and a unique approach to sustainability Click here for our current view of NVDA.Read full newsRead More

Pine Cliff Energy (PIFYF) declares $0.0108/share monthly dividend, in line with previous.Read full newsRead More

Pine Cliff Energy (PIFYF) declares $0.0108/share monthly dividend, in line with previous.Read full newsRead More

CGI Inc. is a $22.5-billion market cap Canadian firm that specializes in IT and business consulting services. Click here to find out why I rate GIB stock a Buy.Read full newsRead More

Baker Brothers' 13F portfolio value increased from $15.27B to $16.65B this quarter. Click here to see the Q4 2022 update on the portfolio.Read full newsRead More

SoFi is acquiring FinTech mortgage lender Wyndham Capital. See why I believe the transaction could create new excitement for SOFI stock.Read full newsRead More

The use of gold bullion to pay for imports in a country hosting two of Newmont's flagship mines is a worrying signal. Find out why I rate NEM stock a Hold.Read full newsRead More

Tellurian is in talks with PE/infrastructure players to secure the high yield/equity portion of the Driftwood project. See why I think TELL stock could take off.Read full newsRead More

Ace River Capital Partners, L.P. delivered -14.63% in Q1. Click here to read the full fund letter.Read full newsRead More