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

SentinelOne is registering strong growth and improving margins, despite general macro weakness. See why we are neutral on S stock.Read full newsRead More

Moncler's full-year results demonstrated impressive double-digit growth. Click here to read my analysis of MONRF stock and why it's a hold.Read full newsRead More

Marathon Petroleum Corporation's stock price increased by 50% in the past 12 months. Click here to see our take on MPC stock.Read full newsRead More

V.F. Corporation's Vans and North Face brands should benefit significantly from China and most of Asia opening up. Click for more on VFC stock prospects.Read full newsRead More

adidas' China performance has been lackluster. Management is taking steps to improve by signing additional sports assets. See we believe ADDYY stock is a hold.Read full newsRead More

AeroVironment is a niche player in the aerospace and defense industry, getting a lot of hype and institutional financial support. Read my analysis of AVAV stock.Read full newsRead More

GoDaddy's top line expansion is expected to slow to the mid-single digit percentage level in 2023. Read more to know why I rate GDDY stock as a hold.Read full newsRead More

Invesco Variable Rate Investment Grade ETF is launched and managed by Invesco Capital Management LLC. Find out why I would stay hold with VRIG shares.Read full newsRead More

AGCO Corporation is an industry leader in Precision Planting which is set to continue transforming the farming business. Click here for my review of AGCO stock.Read full newsRead More

The SVB collapse rattled markets. In this report, we dive deeper into why we believe this is a systematic problem and why it creates a positive set-up for industrial technology.Read full newsRead More

PayPal Holdings, Inc. (NASDAQ:NASDAQ:PYPL) BofA Electronic Payments Symposium March 20, 2023 12:15 PM ETCompany ParticipantsFrank Keller - SVP, Head of Merchant & PaymentsConference...Read full newsRead More

fuboTV has no real operating leverage on the content cost side and faces competition with streaming and Google. Read why I rate FUBO stock a strong sell.Read full newsRead More

NovoCure focuses on promoting Optune and Optune Lua, utilizing TTFields technology to target and destroy cancer cells. See why we recommend a buy on NVCR stock.Read full newsRead More

Autogrill has no debt obligation, while Dufry's debt is at the lowest level since 2015. Read more to see my thoughts on the company and why the stock is a Buy.Read full newsRead More

Last week, Amyris reported another set of abysmal quarterly results. Click here to read why investors should continue to avoid AMRS stock.Read full newsRead More

The changes brought about by Six Flags' current management are significantly different from past management. Read why SIX stock is a Buy.Read full newsRead More

Smartsheet posted strong top line growth for its FY23 Q4 quarter, but short-term growth prospects seem to be uncertain for now. Read why SMAR stock is a Buy.Read full newsRead More

Spotify is the music and podcast industry leader with a solid upside potential from audiobooks if growth plans are executed well. See why SPOT stock is a sell.Read full newsRead More

Harmonic benefited from surging broadband demand in 2022. Read more to see my analysis of the company and why I've assigned a Buy rating to HLIT stock.Read full newsRead More

The lithium spot price has retrenched from highs of US$85,000/t at the end of 2022; however, levels of around $50,000/t are five times higher than in 2019-2021.Read More