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

AVITA Medical, Inc. (NASDAQ:NASDAQ:RCEL) Q4 2022 Earnings Conference Call February 23, 2023 4:30 PM ETCompany ParticipantsCaroline Corner - Managing Director, Investor RelationsJim Corbett...Read full newsRead More

Travere Therapeutics, Inc. (NASDAQ:NASDAQ:TVTX) Q4 2022 Earnings Conference Call February 23, 2023 4:30 PM ETCompany ParticipantsNaomi Eichenbaum - VP, IREric Dube - President, CEO &...Read full newsRead More

Nikola Corporation reported unimpressive Q4 results and provided 2023 guidance well below consensus expectations. Read why I rate NKLA stock a Strong Sell.Read full newsRead More

Cable One, Inc. (NYSE:NYSE:CABO) Q4 2022 Earnings Conference Call February 23, 2023 5:00 PM ETCompany ParticipantsJordan Morkert - Investor RelationsJulie Laulis - Chairman, President and...Read full newsRead More

BigCommerce Holdings, Inc. (NASDAQ:NASDAQ:BIGC) Q4 2022 Results Conference Call February 23, 2023 5:00 PM ETCompany ParticipantsDaniel Lentz - Head of IRBrent Bellm - CEORobert Alvarez -...Read full newsRead More

Opendoor Technologies Inc. (NASDAQ:NASDAQ:OPEN) Q4 2022 Earnings Conference Call February 23, 2023 5:00 PM ETCompany ParticipantsElise Wang - Vice President, Investor RelationsCarrie...Read full newsRead More

Bronte Capital's Amalthea Fund was +8.45% versus 3.5% for MSCI ACWI in $A. Click here to read the full fund letter.Read full newsRead More

Insulet Corporation (NASDAQ:NASDAQ:PODD) Q4 2022 Results Conference Call February 23, 2023 4:30 PM ETCompany ParticipantsDeborah Gordon - VP, IR Jim Hollingshead - President, CEOWayde...Read full newsRead More

Markets don't top when everyone is overweight bonds, they top when everyone is overweight stocks. Learn why the intermediate term outlook for equities is good.Read full newsRead More

OPKO Health, Inc. (NASDAQ:NASDAQ:OPK) Q4 2022 Earnings Conference Call February 23, 2023 4:30 PM ETCompany ParticipantsYvonne Briggs - LHA Investor RelationsPhillip Frost - Chairman &...Read full newsRead More

The Federal Reserve is in the midst of a tightening cycle with the objective of beating down inflation even at the expense of economic growth. Read my take here.Read full newsRead More

Envestnet, Inc. (NYSE:NYSE:ENV) Q4 2022 Results Conference Call February 23, 2023 5:00 PM ETCompany ParticipantsBrian Shipman - Head of Investor RelationsBill Crager - Chief Executive...Read full newsRead More

Universal Display Corporation (NASDAQ:NASDAQ:OLED) Q4 2022 Earnings Conference Call February 23, 2023 5:00 PM ETCompany ParticipantsDarice Liu - Senior Director-Investor RelationsSteve...Read full newsRead More

Amerigo Resources Ltd. (OTCQX:ARREF) Q4 2022 Earnings Conference Call February 23, 2023 8:00 AM ETCompany ParticipantsGraham Farrell - Harbor Access Investor RelationsAurora Davidson -...Read full newsRead More

Booking Holdings Inc. (NASDAQ:NASDAQ:BKNG) Q4 2022 Earnings Conference Call February 23, 2023 4:30 PM ETCompany ParticipantsGlenn Fogel - Chief Executive OfficerDavid Goulden - Chief...Read full newsRead More

Autodesk, Inc. (NASDAQ:NASDAQ:ADSK) Q4 2023 Earnings Conference Call February 23, 2023 5:00 PM ETCompany ParticipantsSimon Mays-Smith - VP, IRAndrew Anagnost - CEODebbie Clifford -...Read full newsRead More

Seth Klarman's 13F portfolio value increased from $5.79B to $6.13B this quarter. Click here to read an update on Baupost Group's holdings for Q4 2022.Read full newsRead More

MercadoLibre, Inc. (NASDAQ:NASDAQ:MELI) Q4 2022 Earnings Conference Call February 23, 2023 5:00 PM ETCompany ParticipantsRichard Cathcart - IROPedro Arnt - CFOOsvaldo Gimenez - CEO, Mercado...Read full newsRead More

Beyond Meat, Inc. (NASDAQ:NASDAQ:BYND) Q4 2022 Earnings Conference Call February 23, 2023 5:00 PM ETCompany ParticipantsTeri Witteman - Chief Legal Officer and SecretaryEthan Brown -...Read full newsRead More

Youdao, Inc. (NYSE:NYSE:DAO) Q4 2022 Earnings Conference Call February 23, 2023 5:00 AM ETCompany ParticipantsJeffrey Wang - IR DirectorFeng Zhou - CEOLei Jin - PresidentPeng Su - VP of...Read full newsRead More