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

Eli Lilly is a fast-growing and promising leading pharmaceutical company, but shares are expensive now. Click here for my analysis of LLY stock.Read full newsRead More

Schneider Electric is a solid global franchise with strong exposure to critical aspects of the value chain. Click here for our take on SBGSF stock.Read full newsRead More

Medical Properties Trust cheap, offers a great yield, and the Steward risk is declining. Click here to read my analysis of MPW stock.Read full newsRead More

Vitesse Energy, Inc. (NYSE:NYSE:VTS) Q4 2022 Earnings Conference Call February 14, 2023 9:00 AM ETCompany ParticipantsBen Messier - Director of Investor RelationsBob Gerrity - Chairman and...Read full newsRead More

RELX PLC (NYSE:NYSE:RELX) Q4 2022 Earnings Conference Call February 16, 2023 3:30 AM ETCompany ParticipantsErik Engstrom - Chief Executive OfficerNick Luff - Chief Financial...Read full newsRead More

Procore Technologies, Inc. (NYSE:NYSE:PCOR) Q4 2022 Earnings Conference Call February 16, 2023 5:00 PM ETCompany ParticipantsMatthew Puljiz - Investor RelationsTooey Courtemanche - Founder,...Read full newsRead More

Magnachip Semiconductor Corporation (NYSE:NYSE:MX) Q4 2022 Earnings Conference Call February 16, 2023 5:00 PM ETCompany ParticipantsYujia Zhai - The Blueshirt GroupYJ Kim - Chief Executive...Read full newsRead More

Digital Realty Trust, Inc. (NYSE:NYSE:DLR.PK) Q4 2022 Earnings Conference Call February 16, 2023 5:00 PM ETCompany ParticipantsJordan Sadler - Investor RelationsAndy Power - President and...Read full newsRead More

Hercules Capital, Inc. (NYSE:NYSE:HTGC) Q4 2022 Earnings Conference Call February 16, 2023 5:00 PM ETCompany ParticipantsMichael Hara - MD, IR & Corporate CommunicationsScott Bluestein...Read full newsRead More

HubSpot, Inc. (NYSE:NYSE:HUBS) Q4 2022 Earnings Conference Call February 16, 2023 4:30 PM ETCompany ParticipantsChuck MacGlashing - Head, Investor RelationsYamini Rangan - Chief Executive...Read full newsRead More

The following slide deck was published by HubSpot, Inc.Read full newsRead More

iShares Europe ETF's AUM has surged since January but valuations remain cheap. Click here to read my take on why IEV is worth considering.Read full newsRead More

Visteon Corporation (NASDAQ:NASDAQ:VC) Q4 2022 Earnings Conference Call February 16, 2023 9:00 AM ETCompany ParticipantsRyan Ghazaeri - Director, Capital Markets and Strategic...Read full newsRead More

Cohu, Inc. (NASDAQ:NASDAQ:COHU) Q4 2022 Earnings Conference Call February 16, 2023 4:30 PM ETCompany ParticipantsJeffrey Jones - SVP, Finance & CFOLuis Muller - President, CEO &...Read full newsRead More

DoorDash, Inc. (NYSE:NYSE:DASH) Q4 2022 Earnings Conference Call February 16, 2023 5:00 PM ETCompany ParticipantsAndy Hargreaves - Vice President- Finance and Investor RelationsTony Xu -...Read full newsRead More

PJT Partners is an advisory firm that does primarily restructuring, and is probably one of the best at it. Click here to see our take on PJT stock.Read full newsRead More

Appian Corp (NASDAQ:NASDAQ:APPN) Q4 2022 Earnings Conference Call February 16, 2023 4:30 PM ETCompany ParticipantsSrinivas Anantha - Director, IRMatthew Calkins - Founder, Chairman, CEO...Read full newsRead More

Coca-Cola Europacific Partners PLC (NASDAQ:NASDAQ:CCEP) Q4 2022 Results Conference Call February 16, 2023 7:00 AM ETCompany ParticipantsSarah Willett - IRDamian Gammell - CEONik Jhangiani -...Read full newsRead More

Momentive Global Inc. (NASDAQ:NASDAQ:MNTV) Q4 2022 Results Conference Call February 16, 2023 5:00 PM ETCompany ParticipantsGary Fuges - VP, IRZander Lurie - CEORich Sullivan - CFO Priyanka...Read full newsRead More

Carvana experienced some of the most disruption and headwinds recently. Does CVNA have the liquidity runway to get to free cash flow breakeven? Find out.Read full newsRead More