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

NAD is a leveraged municipal bond fund emphasizing higher credit quality. PAI is a non-leveraged fund focused on investment-grade corporate bonds.Read full newsRead More

High Income Securities Fund invests in business development companies, fellow closed-end funds, and preferred stock. Click for our analysis of the PCF CEF.Read full newsRead More

Jamie Beck, president, CEO and director of Filo Mining, joins BNN Bloomberg to talk about copper, silver and gold exploration at the Filo Del Solo project. He says despite the complexity of the altitude and remoteness, it's an excellent place to put a big copper mining production.Read full newsRead More

Jamie Beck, president, CEO and director of Filo Mining, joins BNN Bloomberg to talk about copper, silver and gold exploration at the Filo Del Solo project. He says despite the complexity of the altitude and remoteness, it's an excellent place to put a big copper mining production.Read full newsRead More

Given its strong balance sheet and financials, BlackRock could have opportunity with M&A in light of recent financial turbulence. Click for more on BLK stock.Read full newsRead More

Stanley Black & Decker is only 1 of 4 industrial stocks to grow its dividends for over 50 years. Click here to see our take on SWK stock.Read full newsRead More

AT&T Inc. provides telecommunications and technology services worldwide. Click here to find out why we are shifting to a hold rating on T stock for now.Read full newsRead More

KNOT Offshore Partners LP common units have dropped to new all-time lows in recent sessions. Does this make KNOP stock a buy? Click for our analysis.Read full newsRead More

Amtech Systems' industry is competitive and prone to low profitability. Click here to read my analysis of ASYS stock.Read full newsRead More

As a value stock, Cisco appears increasingly attractive as market liquidity conditions normalize. Click here to read why I would rate CSCO stock as a buy.Read full newsRead More

The Gabelli Healthcare & Wellness Rx Trust generates above-average yield and is available at a huge discount. Click for more on the GRX closed-end fund.Read full newsRead More

Diamondback Energy is still solid with excellent growth prospects, but the economy is weakening. Click here to read my analysis of FANG stock.Read full newsRead More

Carvana has rallied tremendously in 2023 but is still well below the highs. Click here to read my analysis of CVNA stock.Read full newsRead More

The REIT sector gave up most of January's big gains in February with a -6.18% total return. Click here to read our most recent analysis and update.Read full newsRead More

This isn't your grandmother's environment for growing an MLM company. The trends are analyzed here.Read full newsRead More

Collapsing natural gas pricing will impair significantly the cash performance for Antero Resources. But is AR a buy at these prices? Click for more.Read full newsRead More

Gold is now in its 11th straight month of net outflows, seeing 285k ounces leave the vault so far in March.Read full newsRead More

Shelf Drilling, Ltd. (OTCPK:SHLLF) Q4 2022 Earnings Call March 20, 2023 10:00 AM ETCompany ParticipantsDavid Mullen - Chief Executive OfficerGreg O'Brien - Chief Financial OfficerConference...Read full newsRead 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