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

Silk Road Medical, Inc. operates as a medical device company in the United States. Click here to read my analysis of SILK stock.Read full newsRead More

Apache has seen some lower profits as peak oil prices at the start of 2022 have come down a lot in recent quarters. Click here to see our take on APA stock.Read full newsRead More

No matter the Juul fiasco and the underperforming oral tobacco segment, it is apparent that Altria can count on Marlboro's legacy. See why MO stock is a Hold.Read full newsRead More

Ares Capital is producing excellent results with its largely floating rate portfolio. Read why I see ARCC stock as an attractive investment right now.Read full newsRead More

Elastic shares jumped nearly 10% after it reported fiscal Q3 results and issued guidance. Check out why I'm bullish on ESTC stock.Read full newsRead More

XFLT has $244M in common assets, with 462 holdings, and it IPO'd in 2017. Read my thoughts on XFLT CEF and comparison with other CEFs in the floating rate arena.Read full newsRead More

Reconnaissance Energy released the YE-2022 results and liquidity could be a risk ($47M cash balance). Click here to see our take on RECAF stock.Read full newsRead More

Click here for a recap of the most important macroeconomic data points affecting the residential and commercial real estate marketplace.Read full newsRead More

Nasdaq has been a steady and boring value creator. Macro headwinds have limited earnings growth in 2022. Click here to see our take on NDAQ.Read full newsRead More

Tesla's Investor Day may have disappointed some fans and analysts, but the 2023 outlook remains positive. Read why TSLA stock is a Buy.Read full newsRead More

The following slide deck was published by Subsea 7 S.A.Read full newsRead More

Subsea 7 S.A. (OTCPK:SUBCY) Q4 2022 Earnings Conference Call March 2, 2023 7:00 AM ETCompany ParticipantsKatherine Tonks - Head-Investor RelationsJohn Evans - Chief Executive OfficerMark...Read full newsRead More

Xponential Fitness delivered double-digit growth across multiple KPIs. Click here to read my analysis of XPOF stock.Read full newsRead More

Lam Research achieved significant success in its latest innovative initiatives. Click here to read our analysis and why we think LRCX stock is a buy.Read full newsRead More

Tritax Big Box REIT plc (OTCPK:TTBXF) Q4 2022 Earnings Conference Call March 2, 2023 4:00 AM ETCompany ParticipantsIan Brown - Head of Corporate Strategy & Investor RelationsAubrey...Read full newsRead More

TC Energy is a strong Canadian midstream player with a long history of dividend growth. Click here to see our take on TRP stock.Read full newsRead More

We believe NIO has a unique position within the EV market and BaaS space. Find out why we continue to be bullish on NIO stock.Read full newsRead More

Alibaba reported a solid Q3, earning $2.60 while buying back $3.3B in stock. Read more to see my thoughts on BABA and why it is a Buy.Read full newsRead More

HQH fund aims to provide high total returns by investments in healthcare industry. See why I'm neutral on the fund.Read full newsRead More

Fortune Magazine February/March 2023 Issue listed 50 World's Most Admired companies. Click here for an analysis of the top dividend stocks on the list.Read full newsRead More