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

Dick's Sporting Goods, Inc. (NYSE:DKS) reported third-quarter earnings and revenue that beat estimates, but the sporting goods retailer warned 2018 profit could drop by as much as 20%. This last data point may be what has DKS stock down 5.5% today to trade at $24.94 -- and options traders targeting new lows by week's end.At last check, 19,177 puts and 14,868 calls had changed hands on DKS -- 10 ti...Read More

It's been a rough month so far for electric vehicle maker Tesla Inc (NASDAQ:TSLA). The stock is staring at a November loss of 6.4%, triggered by a post-earnings bear gap on Nov. 2, which sent the shares below their 200-day moving average for the first time in 2017. Below, we'll take a look at the recent media coverage of the automaker, and how TSLA options traders are aligned ahead of a big event...Read More

Dow component Cisco Systems, Inc. (NASDAQ:CSCO) willreport fiscal first-quarter earnings after the close tomorrow. While fellow Dow stock Home Depot (HD) just reported an earnings beat, Cisco Systems must contend with its rather ugly earnings history. Below, we will examine Cisco Systems' earnings trends and how options traders are positioning themselves with the tech stock.At last check, CSCO...Read More

The Dow Jones Industrial Average (DJIA), S&P 500 Index (SPX), and Nasdaq Composite (IXIC) have all bounced from their morning lows, but stocks remain well below breakeven. General Electric (GE) stock remains front and center, as the shares sink to fresh five-year lows and overshadow an impressive earnings report from fellow Dow component Home Depot (HD). Also dragging the Dow and SPX lower is a sh...Read More

U.S. stocks are trading lower this morning, as traders eye the latest inflation data and a mixed bag of retail earnings. Among the stocks making moves today are home improvement and supply store Home Depot Inc (NYSE:HD), British telecom company Vodafone Group Plc (NASDAQ:VOD), and pharmaceutical concern Loxo Oncology Inc (NASDAQ:LOXO). Here's a closer look at what's moving shares of HD, VOD, and...Read More

Expedia Inc (NASDAQ:EXPE) delivered disappointing third-quarter earnings in late October, driving the travel stock to gap below a trendline that's contained pullbacks since 2013. EXPE also gapped below its 160-day moving average, which had held for most of the stock's recent rally, and the equity is now staring at a negative year-over-year return, underperforming the broader equities market. The...Read More

Analysts are weighing in on embattled Dow stock General Electric Company (NYSE:GE), cancer treatment specialist BeiGene Ltd (NASDAQ:BGNE), and cruise operator Royal Caribbean Cruises Ltd (NYSE:RCL). Here's a quick roundup of today's bearish brokerage notes on GE, BGNE, RCL stocks.GE Stock Slapped With DowngradesIn the wake of General Electric's worst one-day percentage drop since 2009, Independen...Read More

Dow Jones Industrial Average (DJIA) futures are pointed lower this morning, despite a big earnings beat from component stock Home Depot (HD). In economic news,the producer price index (PPI) rose 0.4% in October and 2.8% year-over-year, surpassing consensus estimates. This inflation data will be at the forefront of investors' minds as Fed Chief Janet Yellen joins a number of her global counterpart...Read More

Analysts are weighing in on blue chip retailer Wal-Mart Stores Inc (NYSE:WMT), consumer lending name Navient Corp (NASDAQ:NAVI), and soda giant The Coca-Cola Co (NYSE:KO). Here's a quick roundup of today's bullish brokerage notes on shares of WMT, NAVI, and KO. Bullish Bias Builds Ahead of Walmart EarningsWalmart stock yesterday reached an all-time high of $91.98 before closing at $90.99, up mor...Read More

good natured Products Inc. (TSX-V:GDNP) (the "Company" or "good naturedTM") is producing and distributing the widest assortments of consumer products and packaging made from renewable, plant-based materials.The analyst report discusses the company's primary strategy to source and/or develop proprietary plant-based materials, and then make products using a maximized percentage of bioplastic mat...Read More

Palisade Research November 14, 2017 Category: Research Mexican Gold (CVE:MEX, FRA:4QW1) Barely a month ago on October 14, 2017, Mexican Gold's CEO Brian Robertson received a frantic call from site. Matt Laird, the company's head geologist, was beginning to pull the third hole of the season's drill program at Las Minas. The call lasted just two minutes, as Matt struggled to express what was unfoldi...Read More

Palisade Research November 14, 2017 Category: Research Mexican Gold (CVE:MEX, FRA:4QW1) Barely a month ago on October 14, 2017, Mexican Gold's CEO Brian Robertson received a frantic call from site. Matt Laird, the company's head geologist, was beginning to pull the third hole of the season's drill program at Las Minas. The call lasted just two minutes, as Matt struggled to express what was unfoldi...Read More

The Dow Jones Industrial Average (DJIA) started the week on a positive note, as a pre-earnings lift from Home Depot (HD) helped overshadow a staggering loss for General Electric (GE) -- with the stock logging its biggest one-day percentage decline in more than eight years. The S&P 500 Index (SPX) and Nasdaq Composite (IXIC) also closed modestly higher amid a bare economic calendar, though there's...Read More

Stocks are trading just above breakeven this afternoon, with upside limited by continued tax plan uncertainty. Among the stocks making big movesare drug concern Zymeworks Inc (NASDAQ:ZYME), e-commerce company Baozun Inc (NASDAQ:BZUN), and toymaker Hasbro, Inc. (NASDAQ:HAS). Here's a quick look at what's moving shares of ZYNE, BZUN, HAS.Zymeworks Stock Tops NYSE on J&J Licensing DealZYME stock is a...Read More

Retailers will remain in the spotlight this week, with a handful of big-box and apparel stores reporting earnings. Among them is Victoria's Secret parent L Brands Inc (NYSE:LB), which is slated to report third-quarter figures after the close on Wednesday, Nov. 15. Below, we'll take a look at LB stock and why recent options buyers don't have history on their side.LB stock has rebounded roughly 39%...Read More

Roku Inc (NASDAQ:ROKU) has been on fire since its late-September initial public offering (IPO). This breakout price action is continuing today, with the shares up 35.1% to trade at $44.86 -- earlier hitting a record high of $47.49 -- on news Japan-based Funai Electric will start including the streaming service in its Philips-branded smart TVs. The surge has sparked a flood of options activity, too...Read More

Bullish options traders have been circling Home Depot Inc (NYSE:HD) ahead of the company's earnings release Tuesday morning. Data from the International Securities Exchange (ISE), Chicago Board Options Exchange (CBOE), and NASDAQ OMX PHLX (PHLX) shows a 10-day call/put volume ratio of 3.51, meaning more than three long calls have been purchased for every put. Moreover, this ratio ranks in the high...Read More

Retail stocks have been in focus lately, with J C Penney (JCP) and Sears (SHLD) among the retailers that reported earnings last week. Stepping up to the plate this week is Target Corporation (NYSE:TGT), the shares of which are staring up at a notable technical level ahead of earnings before the open on Wednesday. Here's a closer look at TGT stock's performance lately, and how options traders are...Read More

Stocks have traded on both sides of breakeven today, with the Dow Jones Industrial Average (DJIA), S&P 500 Index (SPX), and Nasdaq Composite (IXIC) last seen modestly higher. General Electric (GE) stock is keeping the Dow's gains in check, down nearly 6% at a five-year low, after the company halved its dividend and cut its 2018 profit outlook. President Trump, meanwhile, attempted to curb skeptic...Read More

General Electric Company (NYSE:GE) stock is selling off after the company said it will halve its dividend payment, reduce its seats on the board by six to 12, and narrow its focus to the power, healthcare, and aviation divisions. General Electric also lowered its fiscal 2018 earnings target. With GE shares down 3.9% at $19.69, options traders are blasting the Dow stock -- and it looks like one cau...Read More