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

PetIQ is a company operating in a very large market, the pet care and health industry. Read more about PETQ here.Read full newsRead More

Amazon is 55% historically undervalued and Microsoft is 5% undervalued. Click here for our view of MSFT and AMZN stock prospects.Read full newsRead More

Alpha and Omega's revenues decreased in fiscal 2Q 2023 and are expected to decrease further in fiscal 3Q 2023. Read more here.Read full newsRead More

Even with beaten-down growth assumptions, Diamond Hill can be a good long-term investment and can weather significant downturns in the future. Read more here.Read full newsRead More

KORU Medical's 2023 revenue guidance exceeded expectations, but there are downside risks relating to its novel therapies pipeline. Read more here.Read full newsRead More

U.S. Global GO GOLD and Precious Metal Miners Fund provide exposure to precious metal producers and royalty companies. See why I'm not bullish about GOAU ETF.Read full newsRead More

Opportunities in Stocks: Is It Algos Going Wild? Planting Our Seeds in the Fixed Income Markets.Read full newsRead More

The Philippines economy grew at a pace of 7.6% in 2022, the fastest rate of economic growth recorded by the Philippines since 1976.Read full newsRead More

Although investing in the Dogs of the Dow has had mixed results, it has been an overall winner. Click here for our alternative strategy and picks.Read full newsRead More

iShares S&P Small-Cap 600 Growth Fund targets US small caps capable of delivering strong sales, EPS growth, and momentum. Read why I rate IJT ETF as a Hold now.Read full newsRead More

Unity Software keeps losing customers, on an organic basis, for the second quarter in a row. Learn why I maintain the SELL rating.Read full newsRead More

The rapid increase in central bank policy rates globally has meant that the cost of hedging currency exposure on foreign assets for many investors has changed significantly.Read full newsRead More

BTAL's main objective is to act as a hedge to stocks that can be valuable during times of market distress. Read more about the fund here.Read full newsRead More

SVB's equity has essentially been wiped out, and the FDIC has stepped in to put the bank into receivership and take control of its assets. Read more here.Read full newsRead More

Dividend investing happens, whether the stock market is up or down, whether the Fed raises interest rates or lowers.Read full newsRead More

We review CEF market valuation and performance through the first week of March and highlight recent market action. Here's the latest edition of CEF Weekly Review.Read full newsRead More

The failure of SVB is a warning sign that stress in the financial system is present and may lead to more issues. See why I rate VOO ETF as a Sell.Read full newsRead More

After a strong January, where benchmark U.S. stock indices had their best starts to a year in recent memory, investors were decidedly less cheery in February.Read full newsRead More

The Chefs' Warehouse specializes in exotic or unusual foods. See why I believe that CHEF stock price could be a bit more valued in the market.Read full newsRead More

IBM is now back on a growth path, shifting from distributing its FCF to shareholders to making acquisitions and growing profits. See why I rate IBM stock a Buy.Read full newsRead More