News and Reports

Year Ahead 2025

January 06, 2025

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

Year in Review 2023 and Outlook for 2024

January 04, 2024

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

Year in Review 2022 and Outlook for 2023

January 2023

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: The Heart of Global Copper

October 2021

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 Gold

June 2021

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 Gold Mining and Canadian Juniors

April 2021

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

An Overview of the Golden Triangle

July 2020

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

An Overview of Quebec Gold Mining

April 2020

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

An Overview of the Red Lake Mining District

January, 2020

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

U.S. Global Investors Options Traders Bet on Bigger Bitcoin Gains

November 27, 2017 / www.schaeffersresearch.com

Shares of U.S. Global Investors, Inc. (NASDAQ:GROW) have been soaring in recent sessions. Today, the shares are up 20.5% at $5.92, fresh off a five-year high of $6.90, after the investment company's CEO Frank Holmes waxed optimistic on bitcoin and cryptocurrency to CNBC. And earlier this month, the company reported strong earnings, thanks to a strategic investment in HIVE Blockchain Technologies,...Read More

Square Stock Skips a New Record High for the First Day in 12

November 27, 2017 / www.schaeffersresearch.com

Stocks are trading mixed this afternoon, despite a robust start to the holiday shopping season for many retailers. Among the names making big movesare e-commerce platform Square Inc (NYSE:SQ), cybersecurity company Barracuda Networks Inc (NYSE:CUDA), and drug concern Inovio Pharmaceuticals Inc (NASDAQ:INO). Here's a quick look at what's moving shares of SQ, CUDA, and INO.SQGaps Lower After BTIG D...Read More

Retailers Lead Stock Indexes to Record Highs

November 27, 2017 / www.schaeffersresearch.com

Stocks shot higher out of the gate this morning, with the Dow Jones Industrial Average (DJIA), S&P 500 Index (SPX), and Nasdaq Composite (IXIC) all hitting record highs. However, these gains quickly evaporated, with the SPX now struggling to hold the 2,600 level. Traders were taking a risk-on approach following a number of positive Black Friday and Cyber Monday headlines, andretail stocks are outp...Read More

BofA-Merrill Lynch Upgrade Lifting Ciena Stock

November 27, 2017 / www.schaeffersresearch.com

Ciena Corporation (NYSE:CIEN) received an analyst upgrade today, with BofA-Merrill Lynch raising its rating to "buy" from "neutral." The brokerage firm also reiterated its $28 price target -- representing expected upside of 31.6% to current trading levels -- and called CIEN stock "a clear share gainer" within the optical sector. Ahead of Ciena's Dec. 7 earnings report, the stock has been on the m...Read More

3 Surging Retail Stocks to Watch on Cyber Monday

November 27, 2017 / www.schaeffersresearch.com

Retail stocks are in focus today, as traders digest a strong start to the holiday sales season, including record-breaking online sales numbers for Thanksgiving and Black Friday. Additionally, Adobe Analytics is projecting $6.6 billion in Cyber Monday internet sales, which would mark the biggest online shopping day ever in the U.S. Several retailers are making big moves in early trading, too, inclu...Read More

The Stock Soaring Higher on Bitcoin Buzz

November 27, 2017 / www.schaeffersresearch.com

U.S. stocks are trading cautiously higher this morning, with retail stocks as the main focus amid the Cyber Monday chaos. Three stocks making moves today are patent acquisition company Marathon Patent Group Inc (NASDAQ:MARA), media and content concern Time Inc (NYSE:TIME), and technology powerhouse Apple Inc. (NASDAQ:AAPL). Here's a closer look at what's moving shares of MARA, TIME, and AAPL.MAR...Read More

A Black Friday Winner Seeing Bullish Analyst Attention

November 27, 2017 / www.schaeffersresearch.com

Analysts are weighing in on online retail platform Shopify Inc (NYSE:SHOP), toymaker Funko Inc (NASDAQ:FNKO), and chip stock Micron Technology, Inc. (NASDAQ:MU). Here's what's moving shares of SHOP, FNKO, and MU. Shopify Stock Gains are Good News for Options TradersShopify stock is up 2.6% this morning at $114.66, after the company announced record-breaking Black Friday numbers. Plus, KeyBanc thi...Read More

Toshiba, NAND Prices Spark Rare Downgrade for Western Digital Stock

November 27, 2017 / www.schaeffersresearch.com

Analysts are weighing in tech stock Western Digital Corp (NASDAQ:WDC), real estate investment trust (REIT) Kimco Realty Corp (NYSE:KIM), and video game retailer GameStop Corp. (NYSE:GME). Here's a quick roundup of today's bearish brokerage notes on shares of WDC, KIM, and GME.Western Digital Stock Sees a Rare DowngradeWestern Digital is down 6.9% to trade at $86.33, after Morgan Stanley downgrad...Read More

Stock Futures Sluggish as Retail Sales Hit Black Friday Record

November 27, 2017 / www.schaeffersresearch.com

Dow Jones Industrial Average (DJIA) futures are just barely north of fair value this morning, after closing out Thanksgiving week in the black. S&P 500 Index (SPX) and Nasdaq-100 Index (NDX) futures are also muted, despite both benchmarks settling at record closing highs on Friday. Retail stocks continue to be in focus, as Black Friday online sales reportedly reached a record $5 billion -- and th...Read More

The Ironic Way Bulls Should Play a New Sentiment Risk

November 27, 2017 / www.schaeffersresearch.com

"...the SPX closed at 2,579.36 on Nov. 1 after the Fed's decision to hold interest rates steady, and a rally immediately followed -- but the round 2,600 century mark held the post-FOMC rally in check. After a decline near the 2,550 mark, the SPX comes into this week trading back around its Nov. 1 close of 2,579."Headlines and rumors related to tax cuts may move the market one way or the other on a...Read More

Country Investment Profile - Greenland

November 27, 2017 / www.mining-journal.com

Investment Risk Index: CCCTotal Score: 51Legal: 49Governance: 50Social: 77Fiscal: 50Infrastructure: 19Greenland has much more to offer than fishing and colourful houses. Climate change has opened up formerly frozen parts of the massive island and explorers are finding rich deposits of zinc, titanium, copper, iron ore, rare earth elements and uranium.Mining returned to Greenland earlier this year w...Read More

The King Of The Boom Market

November 27, 2017 / palisade-research.com

Palisade Research November 27, 2017 Category: Research Had you invested in Energy Fuels in 2006, you would have made 45 times your money.And if you were lucky enough to invest in Mike Beck's UraMin, you would have made 625 times your money in just two years.A $5,000 invested would have returned $3,125,000. . .In 2003, If you invested $5,000 in Paladin Energy, you would have made over $6,500,000...Read More

Portfolio Update: Reshuffling the Deck (November 24, 2017)

November 26, 2017 / fifighter.com

Here’s an update on my latest trades for the week ending on November 24, 2017.SOLD 150,000 shares of Kairos Minerals (KAI.AX) @ A$0.09/share Bought 370,000 shares of Pioneer Resources (PIO.AX) @ A$0.036/share SOLD 4,000 shares of NexGen Energy (NXE) @ $2.61/share SOLD 5,000 shares of Garibaldi Resources (GGI.V) @ C$2.45/share Bought 20,000 shares of Balmoral Resources (BAR.V)...Read More

Anarchy: How a Region of Somalia Just Solidified Its Independence

November 26, 2017 / www.thedailybell.com

If you hate the government so much, why don’t you move to Somalia?That might soon be a great option. The truth is Somalia is not without government. It actually has multiple governments.In the south, you see corruption, crime, and gang-like government oppression. This is what the United Nations and most of the international community call the official government of Somalia.And in the north t...Read More

Anarchy: How a Region of Somalia Just Solidified Its Independence

November 26, 2017 / www.thedailybell.com

If you hate the government so much, why don’t you move to Somalia?That might soon be a great option. The truth is Somalia is not without government. It actually has multiple governments.In the south, you see corruption, crime, and gang-like government oppression. This is what the United Nations and most of the international community call the official government of Somalia.And in the north t...Read More

100 billion reasons to have non-reportable assets

November 25, 2017 / www.thedailybell.com

Via Sovereignman.com In early March 1938 in a dusty corner of the Arabian desert, Max Steineke finally had the breakthrough he was hoping for.Steineke was the chief geologist for the California Arabian Standard Oil Company (CASOC), a venture owned by what we know today as Chevron.And he hadn't had a lot of success despite years of effort.Steinke was convinced that massive oil reserves were beneat...Read More

100 billion reasons to have non-reportable assets

November 25, 2017 / www.thedailybell.com

Via Sovereignman.com In early March 1938 in a dusty corner of the Arabian desert, Max Steineke finally had the breakthrough he was hoping for.Steineke was the chief geologist for the California Arabian Standard Oil Company (CASOC), a venture owned by what we know today as Chevron.And he hadn't had a lot of success despite years of effort.Steinke was convinced that massive oil reserves were beneat...Read More

Black Friday Headlines Help Stocks Cap Off Thanksgiving Week with a Win

November 24, 2017 / www.schaeffersresearch.com

The S&P 500 Index (SPX) and Nasdaq Composite (IXIC) both managed record highs today, even though trading action was muted in the shortened session. The Dow Jones Industrial Average (DJIA) also had a strong day, as Wall Street digested mostly upbeat headlines about Black Friday shopping. A number of retail stocks outperformed as a result -- including Amazon (AMZN), which hit record highs thanks to...Read More

Can This Retail Giant Hit New Highs by Christmas?

November 24, 2017 / www.schaeffersresearch.com

With Black Friday retail sales events in full swing, mega-retailer Wal-Mart Stores Inc (NYSE:WMT) is attracting attention from options traders. Today's call volume of 24,000 contracts represents about 150% of the stock's intraday norm, and a decent portion of the day's action consists of short-term call spreads.Not long after the opening bell, data from the International Securities Exchange (ISE)...Read More

UPS Stock Options Traders Bet on a Bigger Bounce

November 24, 2017 / www.schaeffersresearch.com

United Parcel Service, Inc. (NYSE:UPS) is making headlines today, after reports surfaced late Wednesday the shipping giant had acquired a manufacturing pharmacy license in the state of Georgia. UPS was trading down 0.2% at $113.52 at last check. Below, we will take a look atthe sentiment surrounding United Parcel stock both in and out of the options pits.Taking a quick look at the charts, UPS stoc...Read More

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