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

(IDEX Online) - Belgium's imports of Russian diamonds in January rose by 36 per cent year-on-year, according to the government-run Belgian Foreign Trade Agency (BFTA).Rough imports were ???EUR? ?132m ($141m) in January 2023, compared with ???EUR? ?97m ($104m) in January 2022, just before Russia invaded Ukraine.The US imposed sanctions on Russian diamonds but the 27 EU nations did not, and Bel...Read More

By now, you've probably heard more than your fair share of AI news. Depending on who you talk to, AI is going to either destroy society or create a new utopia - there's no in between. People are falling in love with their AI chatbots, posing deep philosophical questions to search engines, and even letting these programs decide who gets kicked off Medicare. Suffice it to say the world has g...Read More

Amylyx Pharmaceuticals, Inc. (NASDAQ:NASDAQ:AMLX) Q4 2022 Earnings Conference Call March 13, 2023 4:30 PM ETCompany ParticipantsLindsey Allen - Head of Investor Relations and...Read full newsRead More

EVERTEC, Inc. reported Q4 2022 results on February 22, 2023. EVTC provides an array of payment processing services in Central and South America. Click for more.Read full newsRead More

Arrival (NASDAQ:NASDAQ:ARVL) Q4 2022 Earnings Conference Call March 13, 2023 4:30 PM ETCompany ParticipantsAnnie Wechter - Director IRIgor Torgov - CEOMichael Ableson - CEO of North...Read full newsRead More

OGE Energy Corp. stock is fair to undervalued, which is a nice improvement from the last time that we looked at OGE stock. Click here to read my analysis.Read full newsRead More

Dream Finders Homes, Inc. reported its Q4 2022 financial results on March 2, 2023. Click here to read my analysis of DFH stock and why it's a hold.Read full newsRead More

The following slide deck was published by Oportun Financial Corporation in conjunction with their 2022 Q4 earnings call.Read full newsRead More

Wheaton generated revenues of $236.05 million during 4Q22, down 15.2% year-over-year. Adjusted income was $103.74 million, or $0.23 per share. Click here to read more.Read full newsRead More

Western Alliance Bancorporation management released a filing to shore up confidence. Click here to read my analysis of WAL stock.Read full newsRead More

The Progressive Corporation is a leading player in the insurance industry. Click here to read my most recent analysis of PGR stock.Read full newsRead More

T2 Biosystems, Inc. (NASDAQ:NASDAQ:TTOO) Q4 2022 Earnings Conference Call March 13, 2023 4:30 PM ETCompany ParticipantsJohn Sperzel - Chairman and CEOJohn Sprague - CFOConference Call...Read full newsRead More

Canoo plans to publish its Q4 results on 14th March. We pick out a few important themes that may dominate Q4 results. Click here to see our take on GOEV stock.Read full newsRead More

Equities cratered late in the week as Silicon Valley Bank collapsed. Here is my strategy in light of the SIVB situation.Read full newsRead More

I have some concerns about Logitech's near-term performance due to potential weakness in the second half of 2024. Click here to read my analysis of LOGI stock.Read full newsRead More

NVR differentiates itself by avoiding land speculation and maintaining a strong net cash balance sheet. Click here to read my most recent analysis of NVR stock.Read full newsRead More

The US Consumer Price Index will be published by the Bureau of Labor Statistics at 8:30 AM, Tuesday, March 14, 2023. Click for more.Read full newsRead More

SVB Financial Group was closed down on Friday and taken over by the FDIC. Click here to see some of the long-term implications for SIVB stock and the market.Read full newsRead More

RF Industries, Ltd. (NASDAQ:NASDAQ:RFIL) Q1 2023 Earnings Conference Call March 13, 2023 4:30 PM ETCompany ParticipantsJack Drapacz - Senior Vice President, Investor RelationsRob Dawson -...Read full newsRead More

Israel-based liner company ZIM Integrated Shipping Services Ltd. reported better-than-expected fourth quarter results. Click for my full ZIM earnings review.Read full newsRead More