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

We explore two principles of Dow Theory that analyze, in very different ways, the relationship of certain macro-economic fundamental trends with trends in price action.Read full newsRead More

Investors should measure holding periods in years, not days or weeks. Read more to see our two picks, WPC and DMB, to hold for the long term.Read full newsRead More

The growth style has rallied to fresh multi-month highs versus value. Lower interest rates are a boon to longer-duration plays tied to the consumer and tech.Read full newsRead More

There are no reasons to believe that AT&T will cut its dividends to significantly decrease its debt anytime soon. Read more to see why T stock is a Buy.Read full newsRead More

Gram Car Carriers operates and manages RoRo ships focusing on the transportation of cars and vehicles. See why I'm bullish on GCCRF stock.Read full newsRead More

American Homes 4 Rent has demonstrated itself to be a great firm with an amazing ability to grow over time. Click here to see our take on AMH stock.Read full newsRead More

Renault will become a holding company and Amp??re will be its jewel. Click here to read our analysis and why we think RNSDF stock is a buy.Read full newsRead More

Federal Reserve's decision at latest meeting to leave interest rates unchanged and to continue its monthly asset purchases was widely anticipated. Click here to read my thoughts.Read full newsRead More

PepsiCo has seen solid growth in 2022, albeit driven by pricing rather than volumes. Click here to read my analysis of PEP stock.Read full newsRead More

Nomura is better positioned than most publicly listed shops, its business mix isn't going to be a severe issue. Check out my recommendation on NMR stock.Read full newsRead More

Insatiable demands meet unaffordable financing. Global fallout wreaked havoc on the share price of KB Home and NVR. Click here to see our take on KBH vs NVR.Read full newsRead More

Burgerfi International, Inc. (NASDAQ:NASDAQ:BFI) Q4 2022 Earnings Conference Call March 22, 2023 8:30 AM ETCompany ParticipantsIan Baines - CEOMichael Rabinovitch - SVP, CFO & Principal...Read full newsRead More

Industry is hyper-competitive, and the pandemic accelerated Macy's loss of market share. Click here to see our take on M stock.Read full newsRead More

Apple's potential forex headwinds are likely going to become a forex tailwind as the US dollar's strength declines. See why I rate AAPL stock a buy.Read full newsRead More

Skyline Champion is a leading player in the factory-built housing market. Click here to read our analysis and why we think SKY stock is a buy.Read full newsRead More

I review 4 mREITs that I believe offer a buying opportunity for income-oriented investors with a long-term horizon. Find out why my favorite is Ready Capital.Read full newsRead More

Acrivon has a platform that tests trial patients for sensitivity to a tested drug before enrolling them. See why I'm neutral on ACRV stock.Read full newsRead 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