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

CaixaBank is the largest bank in Spain with the No. 1 position in several of its core divisions. Read more about CAIXY here.Read full newsRead More

The new year started off strong, and investors welcomed a broad relief rally. I met this with relief too, but also with a mix of skepticism. Read more here.Read full newsRead More

We review CEF market valuation and performance through the second week of March and highlight recent market action.Read full newsRead More

Methode Electronics' latest quarterly result missed expectations. Learn what will keep the MEI shares volatile.Read full newsRead More

The high-yield sector has crashed recently over fears of a banking sector crisis turning into a broader economic meltdown. Read more here.Read full newsRead More

Get ahead of the market by subscribing to Seeking Alpha's Stocks to Watch, a preview of key events scheduled for the coming week.Read full newsRead More

AMD may have won two of the supercomputer contracts thus far. However, it still lags behind NVDA in terms of PC and discrete GPU market share. Read more here.Read full newsRead More

American Financial Group provides specialty property and casualty insurance to commercial customers. Read more about AFG here.Read full newsRead More

February's CPI report confirms that the inflation problem is still very present, and, on its own, would likely have cemented a 50 basis point hike at next week's FOMC meeting.Read full newsRead More

This article will focus on DGI stocks that are likely to provide a high rate of dividend growth rather than a high current yield. Read more here.Read full newsRead More

The Fed, Treasury and FDIC Chairmen put out a joint statement that all depositors would be made whole at the failed Silicon Valley and Signature Banks. Read more here.Read full newsRead More

Matrix Service remains a risky play given its lack of earnings and volatile trading history. Read more here.Read full newsRead More

Price multiples imply that NextEra stock is trading at a substantial premium vs. sector median and the firm's own 5Y average. Learn why our outlook is bearish on NEE stock.Read full newsRead More

REITs are better investments than rental properties in most cases. But there are exceptions. Click here to read more about them.Read full newsRead More

ACIU is a leading researcher in the field of dementia, with major deals with big pharma. Read more here.Read full newsRead More

S&P 500 earnings don't start for another 3 - 4 weeks and are almost an afterthought now. The forward 4-quarter estimate slid this week to $221.49 from last week's $221.55.Read full newsRead More

I have been fascinated by the evolution of batting averages within the baseball community and think there are real parallels to the ETF ecosystem.Read full newsRead More

The Fed began raising interest rates one year ago, on March 17, 2022, and the U.S. economy is not in recession. Milton Friedman famously found that the time lags are long and variable.Read full newsRead More

Could the consensus view of a 'no recession' scenario be wrong? As portfolio managers, this is the question we ask ourselves daily.Read full newsRead More

Trading in sub-dollar securities has certainly increased in recent years and is a trend to keep a close eye on.Read full newsRead More