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

Roku has been up 30% in the last week mainly as a result of optimism on this stock post its earnings release. See why I rate ROKU stock as a strong sell.Read full newsRead More

Agree Realty is one of my favorite Net Lease REITs, but I don't see a margin of safety at the current valuation. Click here to see our take on ADC stock.Read full newsRead More

Real estate earnings season kicked into a higher gear with reports from nearly 40 REITs. Learn more about real estate weekly outlook and equity REIT week.Read full newsRead More

Roblox Corporation reported January '23 DAUs surged 19% YoY to 65 million, setting up strong growth. See why I remain neutral on RBLX stock.Read full newsRead More

ABM Industries has seen some weak growth in recent quarters but I believe this is positioned for a recovery. Find out if ABM stock is a buy.Read full newsRead More

Hercules recently closed out a record year for total capital commitments and deal originations. Click here to read my analysis of HTGC stock.Read full newsRead More

Kiniksa did very well with arcalyst, buying low, selling well. Read more to see my thoughts on KNSA stock and why I will sit on the sidelines.Read full newsRead More

DIVI is well-diversified, shows low historical volatility, and has outperformed competitors in the last 12 months. Read more to see my thoughts on DIVI ETF.Read full newsRead More

The U.S. stock market is unlikely to do as well in the 2020s as it did in the 2010s. Click here to read more.Read full newsRead More

HashiCorp is making headway, becoming an industry standard for cloud adoption technology. Read more to see why we are neutral on HCP shares.Read full newsRead More

Pacer US Cash Cows 100 ETF invests in U.S. stocks with above-average FCF yields. Click here to see our take on COWZ.Read full newsRead More

Nexans S.A. (OTCPK:NXPRF) Q4 2022 Earnings Conference Call February 15, 2023 3:00 AM ETCompany ParticipantsChristopher Guerin - CEOJean-Christophe Juillard - Deputy CEO and CFOVincent...Read full newsRead More

Volatility has perked up just modestly lately as stocks have slid. Find out key VIX levels to watch that can help guide a long UVXY trade idea.Read full newsRead More

Two retail heavyweights could provide the headlines for the holiday-shortened trading week.Read full newsRead More

The iShares U.S. Financials ETF is a financials ETF with more focus on banking than insurance. Click here to see our take on IYF.Read full newsRead More

I recently funded three IRAs, each devoted to particular types of investments. Check out an overview of my account devoted to high-growth stocks.Read full newsRead More

V.F. Corp. has been a bit of a battleground stock for the past few years. Read more to see why I have a buy view on VFC stock.Read full newsRead More

Russia's central bank says it will roll out a digital currency pilot, CAGNY consumer event in New York City, and the case for investing in garbage.Read full newsRead More

The future of the greenback is bleak. Inflation is going to become worse. Click here to read more to see the reasons for dedollarization.Read full newsRead More

High interest rates and a weak nominal GDP growth outlook suggests the S&P 500 Futures is ripe for shorting. Click here to see our take on SPX.Read full newsRead More