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

At first glance, it looked like a good year as DigitalOcean is FCF positive and achieved good growth figures. Read more here.Read full newsRead More

uniQure appears undervalued based on the value of milestones and royalties due to the company. Read why I rate QURE stock a Buy at the current price.Read full newsRead More

Depending on which camp you subscribe to, inflation will either get entrenched in the economy or completely vanish. Read more here.Read full newsRead More

Nidec posted ugly Q3 results, with a revenue miss driven by weak end-markets and a larger operating income miss driven by ongoing cost/margin issues. Read more here.Read full newsRead More

Dominion Energy is demonstrating respectable results with bottom line growth. Read more about D here.Read full newsRead More

Nexstar has been a tremendous performer over the past decade. This might seem surprising, as the company primarily owns broadcast TV stations. Read more here.Read full newsRead More

Transportation still looks attractive regarding value and quality scores. Here we discuss Vanguard Industrials ETF, or VIS, an alternative to XLI.Read full newsRead More

From 2014 through 2016, Tesla's share price experienced extreme volatility. Click here for our brief investment thesis on TSLA stock.Read full newsRead More

High frequency indicators can give us a nearly up-to-the-moment view of the economy. Metrics are divided into long leading, short leading, and coincident indicators. Click here for more.Read full newsRead More

JEPI was one of the most beloved ETFs of 2022, thanks to its low volatility and sky-high monthly yield. Read more about JEPI here.Read full newsRead More

EPAM Systems has been a growth machine, but it is now facing a sharp growth slowdown. Read more here.Read full newsRead More

If you love income and hate volatility, JEPI is hard to ignore. But if you want to maximize long-term income and total returns, JEPI should be totally avoided. Read more here.Read full newsRead More

Fiera Capital's attractive 9.3% dividend yield remains covered with a payout ratio of approximately 60%. See why I'd wait on FSZ:CA stock before buying.Read full newsRead More

We interview an investor about their investing style, current investing topics and their high conviction ideas.Read full newsRead More

Africa's economic growth may decline from 4.1% in 2022 to 3.8% or lower in 2023, which is well below the growth in years like 2016. Read why AFK ETF is a Hold.Read full newsRead More

Bridger Aerospace looks attractive, with a reasonable valuation and a growing end market. While it may see a run or two, see why I rate BAER stock a Sell.Read full newsRead More

I replaced the iShares S&P Small-Cap 600 Value ETF with the Invesco S&P SmallCap Value with Momentum ETF. Click here to find out if I switched too soon.Read full newsRead More

Catalyst watch for the week of February 19. Jerry Kronenberg gives a rundown of the catalysts for the week including FOMC minutes. Kevin Curran gives a Walmart earnings preview.Read full newsRead More

For Q3 2022, an average partnership interest in Artko Capital LP was up 6.7% net of fees. Click here to read the full fund letter.Read full newsRead More

Bridgestone Corporation (OTCPK:BRDCY) Full Year 2022 Earnings Conference Call February 16, 2023 1:00 AM ETCompany ParticipantsShuichi Ishibashi - Global Chief Executive OfficerNaoki...Read full newsRead More