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

The Fed hiked in the middle of a banking crisis and the S&P500 closed the week higher. What this could mean for the week ahead.Read full newsRead More

Helen of Troy is dealing with multiple issues as it embarks on a restructuring program. Click here to read my analysis of HELE stock.Read full newsRead More

In light of the interest-rate-risk-driven failure of SVB on March 10, we've added a chart showing how interest rate mismatching increases default risk.Read full newsRead More

Two new Breakout Stocks for Week 13 with better than 10% short-term upside and a Dow 30 Pick. Read more to see our weekly update.Read full newsRead More

Genco Shipping pays a variable quarterly dividend - its forward yield is 12.85%, and its trailing yield is over 16%. See why we rate GNK stock a long-term buy.Read full newsRead More

2022 was record year for Kazatomprom, with revenues up around 45% on back of rising uranium prices, profits doubling. Check out my thoughts on Kazatomprom stock.Read full newsRead More

Fifth Third Bancorp is a solid banking franchise that got unfairly punished during the March financial crisis. Click here to see our take on FITB stock.Read full newsRead More

Currently, Global Medical REIT offers close to a 10% dividend yield that is still underpinned with robust fundamentals. Click here to see our take on GMRE.Read full newsRead More

This monthly series ranks a selection of dividend growth stocks in Dividend Radar and presents the ten top-ranked stocks for consideration.Read full newsRead More

US equity markets posted gains while benchmark interest rates dipped to the lowest levels of the year. Check out real estate weekly outlook and economic data.Read full newsRead More

Air Products & Chemicals is more than a singular missed earnings report that the market is punishing it for. Click here to see our take on APD stock.Read full newsRead More

ARKK has been destroyed since 2021. However, it owns exactly the right kinds of names for what I believe is a massive bull run in 2023. See why I'm bullish on the fund.Read full newsRead More

Fed's Bank Term Funding Program partially resolved liquidity issues. It would be a grave error to consider liquidity injection as quantitative easing.Read full newsRead More

Atlas Lithium has things going for it, certainly. That Mitsui agreement is interesting, for example. Read why I think ATLX stock is overvalued currently.Read full newsRead More

I feel like the midstream energy sub-sector is likely to include some quality businesses at favorable valuations. Check out my recommended stocks.Read full newsRead More

PacWest Bancorp has not been immune to the carnage seen in the banking industry, and understandably so. See why I'm bullish on PACW stock.Read full newsRead More

Advanced Micro Devices has finally rallied back to $100, but the market should really be focusing on the next $100. Click here to see our take on AMD stock.Read full newsRead More

Bank of America ended Q4 with $868B of global liquidity sources. See why I expect BAC stock to be a winner amidst this manic-depressive market environment.Read full newsRead More

Shares of Fastly have doubled this year as investors have regained confidence in the company's growth story. Read why FSLY stock is a Buy.Read full newsRead More

Petrobras is paying out dividends for its most recent quarter per its schedule resulting in a 10% yield in several months. Find out if PBR stock is a buy.Read full newsRead More