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

Stocks finished Monday with a mixed performance. The further easing of concerns about the banking sector gave a lift to the Dow and S&P 500Read full newsRead More

Given the macro backdrop and confounding sector rotations, 2022 has been tough sledding for many investors. Adversity breeds opportunity. Click here for my 2 picks.Read full newsRead More

Maximus reported its FQ1 2023 financial results on February 9, 2023. Click here to read why I'm on Hold for MMS stock in the near term.Read full newsRead More

Macy's latest financials demonstrated a decline across all critical metrics, and the outlook for FY 23 also looks cloudy. Click here to read more about M stock.Read full newsRead More

Beyond Meat is suffering double-digit revenue declines in spite of price drops. Click here to read my analysis of BYND stock.Read full newsRead More

CVD Equipment Corporation (NASDAQ:NASDAQ:CVV) Q4 2022 Earnings Conference Call March 27, 2023 5:00 PM ETCompany ParticipantsEmmanuel Lakios - President and Chief Executive OfficerRichard...Read full newsRead More

The Invesco Mortgage Capital Inc. dividend cut of 38.5% caught us slightly by surprise. Click here to see our take on IVR stock.Read full newsRead More

The following slide deck was published by BM Technologies, Inc.Read full newsRead More

Bowlero is the largest operator of bowling centers, operating under the Bowlero, AMF and Bowlmor brands. Click here to read my most recent analysis of BOWL.Read full newsRead More

Forian Inc. (NASDAQ:NASDAQ:FORA) Q4 2022 Earnings Conference Call March 27, 2023 4:30 PM ETCompany ParticipantsMax Wygod - Executive Chairman and Interim Chief Executive OfficerMichael...Read full newsRead More

NOV Inc. is well-positioned to outlast another downturn given their low leverage and strong liquidity. Click here for our review of NOV stock prospects.Read full newsRead More

The Federal Reserve's recent dovish shift has triggered a substantial rally in gold as real interest rates begin to tumble.Read full newsRead More

ACM Research had a tough 2022 with the stock losing 72.9% of its value. Click here to read my analysis of ACMR stock and why it's a hold.Read full newsRead More

Our version of Fintech and Banking 101. Click here to read about Silicon Valley Bank's collapse in 5 key points.Read full newsRead More

Energy Transfer just announced it will acquire Lotus Midstream for a combination of newly issued units and cash. Find out if ET stock is a buy.Read full newsRead More

Intel's revenue has been growing at a slower pace than the semiconductor industry, indicating it is losing market share. Learn why I rate INTC stock a sell.Read full newsRead More

Otis Worldwide Corp. engages in the manufacturing, installation, and servicing of elevators and escalators. Click here to find out what make OTIS stock a buy.Read full newsRead More

At December 31st, 2022, the S&P 500 was priced to return 3.26%/year over the next ten years. Congress and the President regularly run huge deficits with the tacit support of the Fed.Read full newsRead More

DocuSign has seen a relatively solid 2022, after it reset expectations at the start of the year. Read to know why I'm very cautious on DOCU stock.Read full newsRead More

I look at Newmont's upside potential at $2,500 gold and my argument/analysis of why gold makes sense. Click for more on NEM stock prospects.Read full newsRead More