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

While so many investors are focusing on the banking system, I'm looking for where the next shoe will drop. Click here to read my analysis of the XLRE ETF.Read full newsRead More

Catalyst watch for the week of March 26. The hosts explore the topics Fed speakers will discuss following the FOMC meeting, earnings from MU and LULU and Blockbuster nostalgia.Read full newsRead More

Dimensional International Value ETF is slightly better than the MSCI EAFE Value Index according to various metrics. Click here for my review of the DFIV fund.Read full newsRead More

In this article, I'll be looking over Canadian Utilities. The company has long been on my watchlist. Click here to read my most recent analysis detailing why.Read full newsRead More

Saipem SpA presents long-term investment opportunity based on various persistent structural trends in the oilfield services industry. Read my analysis of SAPMF.Read full newsRead More

PepsiCo and its high-quality portfolio of brands provide shelter in tough economic environments and sequential and steady growth. Click here to read my PEP stock analysis.Read full newsRead More

Medical Properties Trust has struggled in the market in recent months, with fears about the company's prospects moving forward. Read my analysis of MPW stock.Read full newsRead More

Turmoil in the bank industry and renewed concerns of economic headwinds are driving expectations that Fed interest rate hiking is at or near an end.Read full newsRead More

Supply/demand outlook combined with relatively high yields creating attractive opportunities for natural resource investors; potential risks stemming from Russia still need to be watched.Read full newsRead More

American Shared Hospital Services (NYSE:NYSE:AMS) Q4 2022 Earnings Conference Call March 24, 2023 1:00 PM ETCompany ParticipantsStephanie Prince - PCG AdvisoryRaymond Stachowiak - Executive...Read full newsRead More

Twilio is trading at a very cheap Read full newsRead More

IDEAYA Biosciences' platform is synthetic lethality targeting cancer. The company has produced solid proof of concept data. Click here for our review of IDYA.Read full newsRead More

While many of the areas' stocks sport high valuations, Coca-Cola FEMSA has low earnings multiples and impressive growth potential. Read more about KOF here.Read full newsRead More

General Mills continues to perform exceptionally well relative to the broader equity market. Read more about GIS here.Read full newsRead More

Oxford Nanopore Technologies plc creates the technology required for studying and analyzing molecules. Find out why I recommend a buy rating for ONTTF stock.Read full newsRead More

We look at VanEck Pharmaceutical ETF when trying to get a read on the performance of the large-cap pharmaceutical industry. Read my analysis of PPH ETF.Read full newsRead More

In his Berkshire Hathaway letter, Warren Buffett wrote, "At Berkshire, there will be no finish line.Read full newsRead More

Impel Pharmaceuticals Inc. (NASDAQ:NASDAQ:IMPL) Q4 2022 Earnings Conference Call March 24, 2023 8:30 AM ETCompany ParticipantsAdrian Adams - Chairman & Chief Executive OfficerLeonard...Read full newsRead More

Yesterday, Hindenburg issued a long short report on Block and the stock dropped 15%. See how this could impact SQ stock's prospects.Read full newsRead More

Oscar Health reported Q4 2022 financial results on February 9, 2023. The firm provides health insurance to U.S. consumers. Read why I'm on Hold for OSCR stock.Read full newsRead More