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
The U.S. economy has much uncertainty regarding inflation and interest rates and any economic slowdown will impact the services segment and Sysco. Click to read.Read full newsRead More
Huntsman Corporation, originally a cyclical commodity play with a mixed track record, has transitioned via recent deals. Read why I see real appeal with HUN stock.Read full newsRead More
Avantax, Inc. (NASDAQ:NASDAQ:AVTA) Q4 2022 Earnings Conference Call February 16, 2023 8:30 AM ETCompany ParticipantsDee Littrell - IRChris Walters - CEOMarc Mehlman - CFOConference Call...Read full newsRead More
Air Lease Corporation (NYSE:NYSE:AL) Q4 2022 Earnings Conference Call February 16, 2023 4:30 PM ETCompany ParticipantsJason Arnold - Head of Investor RelationsJohn Plueger - President and...Read full newsRead More
Summit Materials, Inc. (NYSE:NYSE:SUM) Q4 2022 Earnings Conference Call February 16, 2023 1:00 PM ETCompany ParticipantsAndy Larkin - VP, IRAnne Noonan - CEOBrian Harris - CFOConference...Read full newsRead More
I monitor companies with a proven history of dividend growth to provide you up-to-date information on pending increases. Here are 10 dividend increases for next week.Read full newsRead More
Palomar Holdings, Inc. (NASDAQ:NASDAQ:PLMR) Q4 2022 Earnings Conference Call February 16, 2023 12:00 PM ETCompany ParticipantsChris Uchida - Chief Financial OfficerMac Armstrong - Chairman...Read full newsRead More
Schneider Electric impressed with very strong financial results in what was a relatively challenging year. Read why we're downgrading SBGSF to a Hold now.Read full newsRead More
SFL Corporation Ltd.'s operating Q4 revenues were another record of $197.82 million, and SFL raised the dividend. Click here to see our SFL earnings analysis.Read full newsRead More
Amazon introduced 'Customers ask Alexa', which enables Amazon sellers to answer customer FAQs through Alexa and facilitate purchase decisions. Click here to read.Read full newsRead More
Pacific Biosciences of California, Inc. (NASDAQ:NASDAQ:PACB) Q4 2022 Earnings Conference Call February 16, 2023 4:30 PM ETCompany ParticipantsTodd Friedman - Director, Investor...Read full newsRead More
Shopify Inc. (NYSE:NYSE:SHOP) Q4 2022 Earnings Conference Call February 15, 2023 5:00 PM ETCompany ParticipantsAmy Feng - Investor RelationsTobi L? 1/4 tke - Chief Executive OfficerHarley...Read full newsRead More
Seagen Inc. (NASDAQ:NASDAQ:SGEN) Q4 2022 Results Conference Call February 15, 2023 4:30 PM ETCompany ParticipantsDoug Maffei - VP, IRDavid Epstein - CEOChip Romp - EVP, Commercial U.S.Todd...Read full newsRead More
Westwood Holdings Group, Inc. (NYSE:NYSE:WHG) Q4 2022 Earnings Conference Call February 15, 2023 4:30 PM ETCompany ParticipantsBrian Casey - Chief Executive OfficerTerry Forbes - Chief...Read full newsRead More
Euroseas Ltd. (NASDAQ:NASDAQ:ESEA) Q4 2022 Results Conference Call February 15, 2023 10:00 AM ETCompany ParticipantsAristides Pittas - Chairman and Chief Executive OfficerTasos Aslidis -...Read full newsRead More
XSHD leverages an equity strategy based on 3 factors, including small size, high dividend, and low volatility. See why this ETF does not deserve a Buy rating.Read full newsRead More
TriNet Group, Inc. (NYSE:NYSE:TNET) Q4 2022 Earnings Conference Call February 15, 2023 5:00 PM ETCompany ParticipantsAlex Bauer - Head-Investor RelationsBurton M.Read full newsRead More
Aurora Innovation, Inc. (NASDAQ:NASDAQ:AUR) Q4 2022 Earnings Conference Call February 15, 2023 5:00 PM ETCompany ParticipantsStacy Feit - VP, IRChris Urmson - Co-Founder and CEORichard Tame...Read full newsRead More
Wells Fargo posted good Q4 results, headlined with strong spread income growth. Read more to see my thoughts on WFC stock and my recommendation.Read full newsRead More
Energy Transfer LP (NYSE:NYSE:ET) Q4 2022 Earnings Conference Call February 15, 2023 4:30 PM ETCompany ParticipantsTom Long - Co-Chief Executive OfficerMackie McCrea - Co-Chief Executive...Read full newsRead More