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

Gold Royalty Corp (NYSE:NYSE:GROY) Q4 2022 Earnings Call Transcript March 28, 2023 11:00 AM ETCompany ParticipantsJoanne Jobin - IR.INC, Investor RelationsDavid Garofalo - Chief Executive...Read full newsRead More

We conducted an expense analysis on Amazon's operating expenses in 2022 and deduced that wage growth was the biggest cause for its increase in expenses. Read more here.Read full newsRead More

FiscalNote Holdings, Inc. (NYSE:NYSE:NOTE) Q4 2022 Earnings Conference Call March 28, 2023 10:00 AM ETCompany ParticipantsSara Buda - Vice President of Investor RelationsTimothy Hwang -...Read full newsRead More

McCormick stock has been overvalued for several years and has likely started the process of rerating to a lower valuation. Read why rate MKC stock a strong sell.Read full newsRead More

2023 guidance for Nemetschek is largely in line with the consensus, but NEMKY has macro headwinds in Design and Bluebeam subscription shift. Read more about NEMTF here.Read full newsRead More

Sugar is in a bullish trend. The 2016 high is the target. Click here to read why investors should take a closer look at the CANE sugar ETF.Read full newsRead More

Universal Logistics continues to fare well, especially on its bottom line, even though recent top line figures have been mixed. Learn why I've changed my rating of ULH from a hold to buy.Read full newsRead More

H World Group Limited (NASDAQ:NASDAQ:HTHT) Q4 2022 Earnings Conference Call March 27, 2023 9:00 PM ETCompany ParticipantsJason Chen - Director, Investor RelationsQi Ji - ChairmanHui Jin -...Read full newsRead More

I previously ignored the Apple stock due to the low growth rates, but I was missing the bigger picture. Click here to see our take on AAPL stock.Read full newsRead More

The VIX index has dropped sharply in recent days. The drop in the VIX seems to be too much given high yield credit spreads.Read full newsRead More

Global X Copper Miners ETF is a targeted play on copper mining. While it's down more than 10% as recession jitters percolate, see why I'm bullish on COPX ETF.Read full newsRead More

The XAI Octagon Floating Rate & Alternative Income Trust continues to benefit from rising interest rates. Click here to read why we rate XFLT CEF a Buy.Read full newsRead More

Lemonade has a number of rate increase proposals filed with regulators that will improve loss ratios further once approved. Read why LMND stock is a Buy.Read full newsRead More

ManpowerGroup's growth prospects are dependent on the state of the global economy, which is uncertain at present. See why I still rate MAN stock a Buy.Read full newsRead More

Since the beginning of the month, Hersha has sold off from $8.60/share to $6.15/share, despite hotel booking trends improving. See why HT stock is a Buy.Read full newsRead More

TRxADE HEALTH, Inc. (NASDAQ:NASDAQ:MEDS) Q4 2022 Earnings Conference Call March 27, 2023 5:30 PM ETCompany ParticipantsPrashant Patel - CFOSurendra Ajjarapu - Founder, Chairman and...Read full newsRead More

Intellinetics, Inc. (NYSE:NYSE:INLX) Q4 2022 Earnings Conference Call March 27, 2023 4:30 PM ETCompany ParticipantsTom Baumann - IRJoe Spain - Chief Financial OfficerJim DeSocio - President...Read full newsRead More

Willis Lease Finance stock has recovered nearly all its COVID-related losses. Click here to see the factors that make WLFC stock one to avoid at this time.Read full newsRead More

KORE Group Holdings, Inc. (NYSE:NYSE:KORE) Q4 2022 Earnings Conference Call March 27, 2023 5:00 PM ETCompany ParticipantsCharley Brady - Vice President-Investor RelationsRomil Bahl -...Read full newsRead More

Rekor Systems, Inc. (NASDAQ:NASDAQ:REKR) Q4 2022 Earnings Conference Call March 27, 2023 4:30 PM ETCompany ParticipantsEyal Hen - CFODavid Desharnais - President and COORobert Berman -...Read full newsRead More