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

Occidental Petroleum has fallen below $60 again leading to Berkshire Hathaway purchasing more shares. Click here to see our take on OXY stock.Read full newsRead More

The Swiss government has attempted to broker a deal between UBS and Credit Suisse. Read why Credit Suisse may not accept the initial offer.Read full newsRead More

As a growth stock, Airbnb is only for some. Read more to look at the progress, the remaining risks, and the price I will buy ABNB stock aggressively.Read full newsRead More

When you find great value available, it's wise to lock it up immediately for your benefit. Life is getting more expensive; you need income to match it. Click for more.Read full newsRead More

Ollie's Bargain Outlet Holdings is expected to announce financial results for the final quarter of its 2022 fiscal year. Click here to see our take on OLLI stock.Read full newsRead More

TransDigm has seen some accelerating momentum as of recent, driven by a recovery in commercial aviation markets. Click here to see our take on TDG stock.Read full newsRead More

When capital becomes hard to come by, it has a major impact on the economy and stock market. Click here to read my thoughts.Read full newsRead More

Plains All American is enjoying a strong recovery in volumes as demand continues to grow. See why I think PAA stock is a valuable long-term investment.Read full newsRead More

Thinly traded shares of Aziyo fell 40% on a capital raise that diluted shareholders only 17%. Read more to see a full investment analysis of AZYO stock.Read full newsRead More

In this article, we dive into the STB decision to allow Canadian Pacific to merge with Kansas City Southern. Click here to see our take on CP stock.Read full newsRead More

I bought iShares Gold Trust back on Mar 15, my first foray in yellow metal in some time. Click here to see our take on IAU.Read full newsRead More

The United States Oil ETF has fallen by around 17% from its March peak. Click here to see our take on USO ETF.Read full newsRead More

Bumble announced earnings back in Feb when revenue grew 16% Y/Y and guidance came in line with expectations. Click here to see our take on BMBL stock.Read full newsRead More

GameStop has huge long-term issues, but short term, the balance of risk and reward has shifted. See why I rate GME stock as a hold.Read full newsRead More

We expect Warners Bros. to continue to be pressured by the weaker ad spending environment. See why we do not expect WBD stock to recover before year-end.Read full newsRead More

First Republic Bank has declined enough that the stock is looking quite attractive. Click here to read my analysis of FRC stock.Read full newsRead More

Bankwell Financial's risk level is relatively low amid the ongoing banking crisis. See why I maintain a buy rating on BWFG stock.Read full newsRead More

Credit Suisse is plugged into the global financial system in a way that neither Silicon Valley Bank nor the crypto twins of Silvergate and Signature Bank ever were.Read full newsRead More

Kraft Heinz has made great improvements to its business with growth initiatives, cost savings and debt reduction. Click here to see our take on KHC stock.Read full newsRead More

The market anticipates the Fed will hike rates 25 basis points this week at a crucial 2 day meeting that has investors on edgeRead full newsRead More