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
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
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
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
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
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
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
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
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
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
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
Merger arbitrage spreads are wide. There are plenty of opportunities with spreads of up to 118%.Read full newsRead More
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
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
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
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
There are increasing contrasts between open and interoperable monetary and information networks vs closed and siloed ones.Read full newsRead More
Click to see 19 stocks on my high-yield watchlist for April 2023. The majority of the stocks on my watchlist are undervalued based on dividend yield theory.Read full newsRead More
The iShares S&P Global Clean Energy Index ETF has beaten the S&P over the last three years. Click here to read my analysis of ICLN ETF.Read full newsRead More
Micron Technology designs, develops, manufactures, and sells memory and storage products worldwide. Click here to read why we remain buy-rated on MU stock.Read full newsRead More
Intel unveiled strategies to compete against AMD and Nvidia in the AI logic market. Click here to read why we downgrade INTC stock from Buy to Hold.Read full newsRead More