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

Subscribers to Schaeffer's Weekly Options Countdown service just tripled their money in two short days on our Cree, Inc. (NASDAQ:CREE) weekly 11/3 31.50-strike call recommendation. Here's a closer look at what put CREE stock on our bullish radar, and how the options trade we recommended on Sunday, Oct. 29, unfolded.Despite reporting relatively lackluster third-quarter earnings in mid-October, CREE...Read More

U.S. stocks are trading mixed this morning, as traders await the unveiling of the House Republican tax bill and President Trump's Fed Chair pick. Among the stocks making moves this morning are athletic device company Fitbit Inc (NYSE:FIT), drug concern Teva Pharmaceutical Industries Ltd (NYSE:TEVA), and Chinese e-commerce company Alibaba Group Holding Ltd (NYSE:BABA). Here's a closer look at wha...Read More

With the global shift towards sustainable living and environmentally friendly solutions, good natured Products Inc. (TSXV:GDNP) is poised for growth, writes Vasudha Sharma at Small Cap Power.Below is an excerpt and a link to the full article, which highlights the reason behind the recent rebrand, turning dirty plastic to green and the huge opportunity in a billion dollar market for good natured P...Read More

Analysts are weighing in on electric carmaker Tesla Inc (NASDA:TSLA), cybersecurity stock FireEye Inc (NASDAQ:FEYE), and camera company GoPro Inc (NASDAQ:GPRO). Here's a quick roundup of today's bearish brokerage notes on TSLA, FEYE, and GPRO.Tesla Posts Biggest-Ever Quarterly LossTesla stock is down 6.1% to trade at $301.22 -- territory the shares haven't visited since April -- after the elect...Read More

Analysts are weighing in on Instagram owner Facebook Inc (NASDAQ:FB), drug stock Neurocrine Biosciences, Inc. (NASDAQ:NBIX), and burger chain Shake Shack Inc (NYSE:SHAK). Here's a quick roundup of today's bullish brokerage notes on shares of FB, NBIX, and SHAK.Facebook Stock Cools After Zuckerberg Warns on ProfitFacebook stock is edging lower before the open, despite the company's record-breakin...Read More

Dow Jones Industrial Average (DJIA) futures are cautiously higher this morning, with central banks and the latest round of earnings in focus. In addition, the unveiling of the House Republican tax bill will be sure to pique traders' interest.President Trump is expected to formally announce a decision on Fed Chair, where it is widely suggested Fed Governor Jerome Powell will be the choice. Meanwhi...Read More

Cenovus Energy Inc's third-quarter adjusted profit beat Wall Street estimates on Thursday, as it benefited from the purchase of ConocoPhillips' Canadian oil-sands assets that more than doubled production.The Canadian oil and gas producer's total production jumped to 590,851 barrels of oil equivalent per day from 273,405 boed a year earlier.Cenovus paid $13.3-billion in March to buy ConocoPhillips'...Read More

Palisade Research November 2, 2017 Category: Research Uranium Superstar Goes All-In On Impending Nickel Crunch Mike Beck is surgical when it comes to investing.Utilizing a top-down approach, he first performs detailed analysis on a given commodity.If a supply crunch is imminent, he will hunt down the cheapest projects and acquire them. He believes that prices must reflect scarcity.In early 2005,...Read More

Palisade Research November 2, 2017 Category: Research Uranium Superstar Goes All-In On Impending Nickel Crunch Mike Beck is surgical when it comes to investing.Utilizing a top-down approach, he first performs detailed analysis on a given commodity.If a supply crunch is imminent, he will hunt down the cheapest projects and acquire them. He believes that prices must reflect scarcity.In early 2005,...Read More

At first glance, it might seem like some justice has finally been delivered.The Department of Justice has settled a class-action lawsuit brought by Tea Party groups from across the country. The government has admitted that what happened was a violation of rights.Back before the 2012 election, the IRS started scrutinizing certain non-profit applications more closely. Political organizations seeking...Read More

At first glance, it might seem like some justice has finally been delivered.The Department of Justice has settled a class-action lawsuit brought by Tea Party groups from across the country. The government has admitted that what happened was a violation of rights.Back before the 2012 election, the IRS started scrutinizing certain non-profit applications more closely. Political organizations seeking...Read More

The Dow Jones Industrial Average (DJIA), S&P 500 Index (SPX), and Nasdaq Composite (IXIC) each touched fresh record highs earlier, as traders eyed a strong ADP jobs report and the latest Fed policy statement. Of the three, the Nasdaq was the only index to close lower, weighed down by Apple (AAPL) stock's pre-earnings pullback. As expected, the Fed stood pat on interest rates. However, the central...Read More

Stocks are trading mixed this afternoon, as traders digest the latest Fed announcement. Airline concern American Airlines Group Inc (NASDAQ:AAL), biotech bluebird bio Inc (NASDAQ:BLUE), and telecom services company Frontier Communications Corp (NASDAQ:FTR) stocks are on the move. Here's a quick look at what's moving shares of AAL, BLUE, and FTR.American Airlines Higher on J.P. Morgan UpgradeJ.P....Read More

General Electric Company (NYSE:GE) had a nightmarish October, delivering subpar earnings that prompted a flurry of bearish analyst attention. Unfortunately, it doesn't look like November is off to a much better start, with the Dow stock falling below key round-number level today. Below, we will examine the fallout of GE's earnings report, and how options traders are positioning themselves ahead o...Read More

Shares of meal supplier Blue Apron Holdings Inc (NYSE:APRN) have struggled since the company's late-June initial public offering (IPO), just today hitting a record low of $4.62, and last seen at $4.66. For comparison's sake, the highest point ever reached by APRN stock was $11 on its first day of trading. A solid portion of these losses came in reaction to the company's lone earnings release back...Read More

While the SPDR S&P Retail ETF (XRT) has averaged a loss of 0.07% in November, going back 10 years, there are still bullish opportunities among retail stocks, if past is prologue. Specifically, a duo of retailers could outperform in the short term: discount retailer Dollar Tree, Inc. (NASDAQ:DLTR) and apparel maker Ralph Lauren Corp (NYSE:RL), which reports earnings tomorrow. Below, we'll take a lo...Read More

Video game stocks are in the spotlight this week, withElectronic Arts Inc. (NASDAQ:EA) trading lower after the company issued a disappointing holiday-quarter revenue forecast. Tomorrow, traders will digest third-quarter earnings from sector peer Activision Blizzard, Inc. (NASDAQ:ATVI) after the close.Here's a closer look at ATVI stock ahead of earnings, and how options traders have been positio...Read More

Stocks for the most part are holding their early gains, with the Dow Jones Industrial Average (DJIA), S&P 500 Index (SPX), and Nasdaq Composite (IXIC) all touching record peaks this morning. However, the Nasdaq has since erased its lead, weighed down by a pre-earnings pullback for Apple (AAPL) stock.Investors are digesting today's strong ADP jobs report, while gearing up for a busy afternoon. S...Read More

Alibaba Group Holding Ltd (NYSE:BABA) will be in the spotlight over the next few weeks, with the Chinese e-commerce name scheduled to report fiscal second-quarter earnings before the open tomorrow. Plus, the company will host its highly successful Singles Day on Monday, Nov. 11. Below, we will examine Alibaba's earnings history and how options traders are positioning themselves ahead of the event....Read More

Apple Inc. (NASDAQ:AAPL) will report fiscal fourth-quarter earnings after tomorrow's close -- capping off a recent stretch of big-cap tech earnings. The iPhone maker has a mixed history of earnings reactions, with the stock closing lower the day after Apple reports in four of the past eight quarters. Most notably, AAPL shares logged back-to-back next-day losses in excess of 6% in early 2016, thoug...Read More