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

Even after doubling, Meta could soar much more but there's a catch. Without a dividend, Meta isn't expected to outperform most companies. Read more here.Read full newsRead More

Following the record 2022, the shares of W&T Offshore are sliding on falling oil and gas prices. Lear more about WTI here.Read full newsRead More

With the US government backstopping its banks, and as WTI recovers, there is an opportunity for trading two-time gain magnifier GUSH ETF. Click here to learn how.Read full newsRead More

Allegro is a good Buy candidate despite the string run-up in the year-to-date. Click here to read more.Read full newsRead More

The majority of the top ten holdings in the ProShares Online Retail ETF have a positive outlook. See why ONLN ETF offers a perfect Buy & Hold opportunity.Read full newsRead More

IHI ETF invests in large-cap medical devices stocks in US. Learn more about iShares U.S. Medical Devices ETF here.Read full newsRead More

Catalyst watch for the week of March 19. In light of recent events in the banking industry, what could result from the FOMC meeting on March 21, 22? Foot Locker and Nike reports earnings.Read full newsRead More

We have decided to provide an update on all of the primary players among cannabis REITs: IIPR, NLCP, AFCG, and REFI. Click to see our review of these stocks.Read full newsRead More

Arkema has lower exposure to EU (thanks also to M&A) and a solid balance sheet to navigate a weaker 2023. Read more to see why we rate the stock a Buy.Read full newsRead More

HEICO reported an impressive backlog increase recently and expects sales growth in 2023 driven by product demand, mergers, and acquisitions. Read more here.Read full newsRead More

CME has an asset-light business model allowing it to pay a steadily rising quarterly dividend and an additional annual special dividend. Read more here.Read full newsRead More

Insulet achieved another remarkable fiscal year, driven by the successful adoption of Omnipod 5, which is being used by growing diabetic patients globally. Read more here.Read full newsRead More

Huron Consulting is a $1.3B market cap professional services firm that works in Healthcare, Education, and Commercial end markets. Learn why HURN is the best play in the industry.Read full newsRead More

Money is all theoretical... until it's not.Paper money is bad enough, as France learned under the tutelage of the rascal John Law in the early 1700s. The nation was broke, exhausted by foolish wars, and heaped under unbearable debt.Monsieur Law, a Scottish genius-wizard (the Jerry Lewis of political economy), landed in Paris, cast a spell on the regent Duc d'Orl?(C)ans, set up a magic credit engin...Read More

iShares Global Energy ETF is a global play, and IXC is less top-heavy than its domestic-only counterparts, so it is a good diversifier. Click here for more on IXC.Read full newsRead More

In a few short months, Cipher Mining has scaled to be a top 5 BTC producer in the public markets. Click here to read my analysis of CIFR stock.Read full newsRead More

Spirit AeroSystems could improve margins in 2023 despite a tough supply chain environment. The supply chain environment is improving for SPR. Click here for more.Read full newsRead More

Certera Inc. has made meaningful adjustments to its balance sheet, increasing the total assets and especially the cash position. Click here to read my analysis.Read full newsRead More

Goal-setting should be a part of every investor's toolbox. This article presents a categorized approach to writing an effective plan. How to set achievable goals. Click for more.Read full newsRead More

Fighting high inflation is tough enough, but Fed has been trying to tame pricing pressure when the economy is showing signs of weakening, at least in some corners.Read full newsRead More