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

We highlight some of the key dynamics of the two bank failures this week and whether we are seeing a replay of the GFC.Read full newsRead More

Wheaton Precious Metals is easily one of the top-12 ways to get exposure to the precious metals sector. Click here to see our take on WPM stock.Read full newsRead More

Blackstone is a top income choice in the financial sector, with upside price appreciation potential as a kicker. Find out if BX stock is a buy.Read full newsRead More

Repligen's exclusive partnerships with DRS Daylight Solutions and Purolite give it a competitive edge in the industry. See why I'm bullish on RGEN stock.Read full newsRead More

Medical Properties Trust's management has a good record of dealing with issues like Prospect. Click here to read my analysis of MPW stock.Read full newsRead More

The Crestwood Equity Partners LP preferreds yield 9.32% and have stronger protections than most preferreds. Read more to see our review of CEQP.P.Read full newsRead More

Truly passive income affords you unrestricted time. Check out the two ETFs and one CEF that provide high income along with dividend growth.Read full newsRead More

Should you park your money in iShares Short Treasury Bond ETF as you look for fixed income opportunities over next year? Click here for a full analysis of SHV.Read full newsRead More

The narrative has shifted bearish, supports have broken and bears are in charge. Click here to see what to watch in the S&P 500 in the week ahead.Read full newsRead More

Ranger Energy Services intends to initiate dividend payments after it meets its financial leverage target. Find out why I rate RNGR stock as a buy.Read full newsRead More

Sixth Street has an excellent track record of producing strong shareholder returns. Check out why I rate TSLX stock a strong buy.Read full newsRead More

The bad news is interest rates are headed even higher. The good news is REIT cash flows will still keep on rising. Find out my thoughts on REITs outlook.Read full newsRead More

FedEx is set to report earnings on March 16th. Meanwhile, FDX stock has rallied enormously into the report. Find out what I would do.Read full newsRead More

The second-largest banking collapse in history is the collapse of SIVB. Read more to see real estate weekly outlook, economic data, and equity REIT week.Read full newsRead More

Patterson Companies management has a focus on giving back to shareholders in the shape of dividends. Click here to see our take on PDCO stock.Read full newsRead More

Loblaw Companies (TSX:L:CA) has continued to see significant revenue growth. See why I think this revenue growth may not be sustainable.Read full newsRead More

With or without Headwater's management guidance, there is likely to be rapid growth for the foreseeable future. Click here to read my analysis of CDDRF stock.Read full newsRead More

Riot Platforms is a business whose future is closely intertwined with the future of Bitcoin. Click here to read my analysis of RIOT stock.Read full newsRead More

JPMorgan is well-capitalized and likely see near-term deposit inflows. Read more to see why JPM stock is still the strong rock in the banking sector.Read full newsRead More

Fortinet has several catalysts in place for continued market share gains. Click here to read our analysis and why we think FTNT stock is a buy.Read full newsRead More