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
With the flash PMI surveys signalling a second month of rising output in March, the UK economy looks to have returned to growth in the first quarter.Read full newsRead More
MillerKnoll delivered decent third quarter results, but order intake was very disappointing, and demand appears to be significantly weakening.Read full newsRead More
Sonos, Inc. is a company that designs, develops, manufactures, and sells wireless audio products globally.Read full newsRead More
EVER will benefit from a recovery in the auto insurance market. The company did a nice job navigating the pressure in the market in 2022.Read full newsRead More
KBWP invests in United States financial stocks centered on property and casualty insurance.Read full newsRead More
(IDEX Online) - Industry bodies representing both the watch and jewelry sector and fashion are joining forces to tackle social and environmental challenges.The Global Fashion Agenda (GFA) and the Watch & Jewellery Initiative 2030 (WJI 2030) say their alliance will be initiated at the Global Fashion Summit: Copenhagen Edition 2023 (pictured), on 27-28 June.WJI 2030, founded in Geneva in October...Read More
(IDEX Online) - HB Antwerp has announced a partnership with Botswana to foster a new generation of diamond talent.It has signed a a five-year memorandum of understanding with the Botswana International University of Science and Technology (BIUST).They will jointly organize traineeships for Botswanan youth, offer scholarships for promising local talent, drive innovative projects backed by digital s...Read More
(IDEX Online) - One of the world's largest sapphires, an exceptional-quality blue 118.35-carat gem, is to be sold by Phillips Hong Kong, with estimates of $3.2m to $4.5m.It is one of the largest sapphires offered at international auctions in the past three decades, and has been awarded 98 out of a maximum 100 Gubelin points for its "highly impressive size and weight, combined with an attracti...Read More
Annuities are insurance you will not run out of money in retirement. The optional features can make annuities confusing and expensive. Click here for our discussion.Read full newsRead More
Outside of preferred and MLP CEFs, the CEF space was broadly flat. Check out our review of CEF market valuation and performance through the third week of March.Read full newsRead More
According to Hindenburg Research's short-selling report, Block's threat against PayPal may have been overblown. Read why PYPL is revised from Buy to Strong Buy.Read full newsRead More
DiamondRock Hospitality has an enviable track record. Meanwhile, the preferred dividends are attractive and very well covered. Click here for a full investment analysis.Read full newsRead More
An essential reminder that achieving alpha from market outperformance also happens on the downside. Read why bottom-up investing triumphs over the top-down macro strategy.Read full newsRead More
Amprius Technologies, Inc. (NYSE:NYSE:AMPX) Q4 2022 Earnings Conference Call March 23, 2023 5:00 PM ETCompany ParticipantsGreg Bradbury - Investor RelationsKang Sun - Chief Executive...Read full newsRead More
PepGen Inc (NASDAQ:NASDAQ:PEPG) Q4 2022 Earnings Conference Call March 23, 2023 4:30 PM ETCompany ParticipantsNoel Donnelly - Chief Financial OfficerJames McArthur - President and Chief...Read full newsRead More
The following slide deck was published by OppFi Inc.Read full newsRead More
OppFi Inc (NYSE:NYSE:OPFI) Q4 2022 Earnings Conference Call March 23, 2023 4:30 PM ETCompany ParticipantsShaun Smolarz - Head, Investor RelationsTodd Schwartz - Chief Executive Officer and...Read full newsRead More
Invivyd, Inc (NASDAQ:NASDAQ:IVVD) Q4 2022 Earnings Conference Call March 23, 2023 4:30 PM ETCompany ParticipantsKyra Faircloth - Investor RelationsDave Hering - Chief Executive OfficerPete...Read full newsRead More
The Credit Suisse collapse is benefiting Citigroup's wealth management strategy. Read more to see my thoughts on C stock and why I remain very bullish.Read full newsRead More
A weekly summary of dividend activity for Dividend Champions, Contenders, and Challengers. Read more to see the companies with upcoming ex-dividend dates.Read full newsRead More