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

Substantial valuation spreads emerged between REITs and rest of the market. Read why I see significant outperformance ahead for REITs as multiples normalize.Read full newsRead More

Fed is focused on inflation, and keeping rates high. The market is looking for the Fed to cut rates, as the yield curve steepens. Read more on the economy here.Read full newsRead More

The recent moderation in Ally Financial's stock prices was unwarranted, given that it specialized in automotive loans & insurance. Click here to read my most recent analysis.Read full newsRead More

KE Holdings recorded a modest but unexpected rise in the gross transaction value of existing homes in the last quarter.Read full newsRead More

Coca-Cola FEMSA, S.A.B. de C.V.'s stock price is currently priced much higher than its peers. Click here to read why I rate KOF stock a hold.Read full newsRead More

Xiaomi Corporation (OTCPK:XIACF) Q4 2022 Earnings Conference Call March 24, 2023 8:30 AM ETCompany ParticipantsAnita Chan - Head of IR and Corporate FinanceLu Weibing - Partner and...Read full newsRead More

CCSC Technology International has filed proposed terms for a $12.5 million U.S. IPO. Learn why I'm on Hold for CCTG IPO.Read full newsRead More

JPMorgan Diversified Return International Equity ETF offers quarterly payouts and generated a 5-year annual average yields of 3.53%. Find out our JPIN review.Read full newsRead More

Apellis Pharmaceuticals received FDA approval for Syfovre (pegcetacoplan injection) for geographic atrophy secondary to age-related macular degeneration. Read more here.Read full newsRead More

Nova Royalty Corp (OTCQB:NOVRF) Q4 2022 Earnings Conference Call March 24, 2023 11:00 AM ETCompany ParticipantsAlex Tsukernik - President and Chief Executive OfficerHashim Ahmed - Chief...Read full newsRead More

Tencent is a gaming and social media giant in China. Read how TCEHY continued to grow its WeChat users to over 1.3 billion and its fintech segment is poised to rebound.Read full newsRead More

Energy Focus, Inc. (NASDAQ:NASDAQ:EFOI) Q4 2022 Earnings Conference Call March 23, 2023 11:00 AM ETCompany ParticipantsJim Warren - Senior Vice President and General CounselLesley Matt -...Read full newsRead More

iShares Russell 3000 ETF has about 3,000 of largest U.S. stocks. Read more here.Read full newsRead More

Epsilon Energy Ltd. (NASDAQ:NASDAQ:EPSN) Q4 2022 Earnings Conference Call March 24, 2023 11:00 AM ETCompany ParticipantsAndrew Williamson - Chief Financial OfficerJason Stabell - Chief...Read full newsRead More

Computer Task Group provides IT consulting services. The industry is competitive, and labor represents highest cost center. Read my analysis of CTG stock here.Read full newsRead More

Sunlands Technology Group (NYSE:NYSE:STG) Q4 2022 Earnings Conference Call March 24, 2023 7:30 AM ETCompany ParticipantsYuhua Ye - Investor RelationsTongbo Liu - Chief Executive...Read full newsRead More

Q2 Holdings has grown sales at a CAGR of about 25.8% over the past decade. Learn why I'm neutral on QTWO stock.Read full newsRead More

Organon & Co. has seen mostly margin disappointments since the spinoff from Merck & Co., Inc. However, OGN valuations are non-demanding. Click for more.Read full newsRead More

Premium Brands has about $230M in unutilized capital and is exploring a lot of opportunities to expand. Click here to read my most recent analysis of PRBZF.Read full newsRead More

AbCellera is pledging to discover promising antibodies for its clients and bring them to the clinic faster than anybody else. Read more about ABCL and the challenges it faces.Read full newsRead More