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

Analysts are weighing in on semiconductor stock Mellanox Technologies, Ltd. (NASDAQ:MLNX), as well as biotechs Amgen, Inc. (NASDAQ:AMGN) and Teva Pharmaceutical Industries Ltd (NYSE:TEVA). Here's a quick roundup of today's bearish brokerage notes on shares of MLNX, AMGN, and TEVA.Mellanox Technologies Revenue Miss Draws DowngradeShares of Mellanox Technologies are bracing for a 6.6% drop out of t...Read More

Dow Jones Industrial Average (DJIA) futures are higher this morning, as the index appears ready to bounce back from its worst session in over a month. S&P 500 Index (SPX) and Nasdaq-100 Index (NDX) futures are also modestly higher, as traders eye earnings from Ford Motor (F) and Twitter (TWTR), to name just two, and await reports from techtitans Microsoft (MSFT), Alphabet (GOOGL), and Amazon (AM...Read More

The Dow Jones Industrial Average (DJIA) suffered its worst day since early September, falling triple digits as a result of lackluster earnings from Boeing (BA) and Coca-Cola (KO). The S&P 500 Index (SPX) also dipped following disappointing earnings from burrito chain Chipotle (CMG), while Advanced Micro Devices (AMD) earnings weighed on the Nasdaq Composite (IXIC).Meanwhile, Treasury yields rose...Read More

While the November-to-April period is historically bullish for the stock market, there's one sector in particular that tends to sit out the November rally: real estate. Below, we'll discuss why short-term bulls may want to avoid the iShares U.S. Real Estate ETF (IYR), and take a look at the 25 worst stocks to own next month, including three real estate stocks -- two of which could move after earn...Read More

It's been a busy week for corporate earnings reports, with Wall Street digesting the latest results from Advanced Micro Devices (AMD) and Chipotle Mexican Grill (CMG), among others. There's still plenty of high-profile names on the docket, too, with tech heavyweights Intel Corporation (NASDAQ:INTC), Microsoft Corporation (NASDAQ:MSFT), and Western Digital Corp (NASDAQ:WDC) all set to report after...Read More

Stocks are strugglingthis afternoon, with the Dow on track for its worst session in over a month. Home furnishings retailer RH (NYSE:RH) is tanking, while biotech stock MacroGenics Inc (NASDAQ:MGNX) and insurance issue Anthem Inc (NYSE:ANTM) are enjoying breakout sessions. Here's a quick look at what is moving shares of RH, MGNX, and ANTM.Citron Tweet Sends RH Stock LowerRH stock is down 4.5...Read More

Southwest Airlines Co (NYSE:LUV) and Spirit Airlines Incorporated (NASDAQ:SAVE) have had dramatically different years from a technical perspective. LUV shares have rallied more than 35% during the past 12 months, while SAVE has dropped over 30%. As such, Wall Street is positioned quite differently on the airline stocks. For instance, short interest has been falling fast on Southwest Airlines, down...Read More

Rockwell Automation (NYSE:ROK) and AMETEK, Inc. (NYSE:AME) both showed up on our list of best stocks to buy for November. These names fall under our Electronics sector, which, as a whole, has performed well over the past year. According to data from Schaeffer's Senior Quantitative Analyst Rocky White, 70% of the stocks we cover in this group are trading above their 80-day moving average, with an a...Read More

Earnings season is at its busiest point, with a number of stocks trading lower today after disappointing results. Looking ahead, travel stock Expedia Inc (NASDAQ:EXPE) is slated to unveil its quarterly results after tomorrow's close, and will look to avoid the same fate as sector peer Trivago (TRVG). Here's a closer look at how EXPE stock has been performing ahead of earnings, and how traders bot...Read More

The Dow Jones Industrial Average (DJIA), S&P 500 Index (SPX), and Nasdaq Composite (IXIC) are trading lower this afternoon,reeling from a batch of lackluster earnings. Of note, Boeing (BA) and Coca-Cola (KO) stocks are in the red after earnings, overshadowing a well-received report from fellow blue chip Visa (V), and setting the Dow up for its worst day since Sept. 5. Meanwhile, the Nasdaq is pac...Read More

The S&P 500 Index (SPX) is barreling toward November boasting a roughly 14% year-to-date return -- and is fresh off an Oct. 23 record high of 2,578.29. This momentum could continue in the near term, too, considering the six-month period from November to April is one of the best times to own stocks. Shorter-term traders, meanwhile, may want to take a closer look at insurance firm Cincinnati Financi...Read More

U.S. stocks are trading lower this morning, due to a round of lackluster earnings reports. Among the stocks making moves this morning are global semiconductor company Advanced Micro Devices, Inc. (NASDAQ:AMD), online hotel platform Trivago(NASDAQ:TRVG), andmedical research concern Cellect Biotechnology Ltd. (NASDAQ:APOP). Here's a closer look at what's moving shares of AMD, TRVG, and APOP.AMD Dr...Read More

Analysts are weighing in on tech stock Akamai Technologies, Inc. (NASDAQ:AKAM), online restaurant delivery service GrubHub Inc (NYSE:GRUB), and luxury carmaker Tesla Inc (NASDAQ:TSLA). Here's a quick roundup of today's bullish brokerage notes on shares of AKAM, GRUB, and TSLA.Akamai Technologies Stock Sees Mixed Analyst Attention After Earnings BeatAkamai Technologies stock is up 7.8% to trade at...Read More

Analysts are weighing in on fast-casual restaurant Chipotle Mexican Grill, Inc. (NYSE:CMG), network equipment specialist Juniper Networks, Inc. (NYSE:JNPR), and healthcare firm Acadia Healthcare Company Inc (NASDAQ:ACHC). Here's a quick roundup of today's bearish brokerage notes on shares of CMG, JNPR, and ACHC.Chipotle Earnings Badly Miss Wall Street EstimatesChipotle stock is about to get smo...Read More

Dow Jones Industrial Average (DJIA) futures are struggling this morning, as the frenzy of earnings season rolls along. Of note, traders are digesting a slew of blue-chip earnings, with Boeing (BA), Coca-Cola (KO), and Visa (V) all reporting. Futures on the S&P 500 Index (SPX) and Nasdaq-100 Index (NDX) arealso lower, weighed down by disappointing earnings from Chipotle Mexican Grill (CMG) and Adv...Read More

Gold and silver stocks are out of favor and back in the toilet again! Well, maybe not the entire sector, but in the world of mining stocks, almost nobody is a fan of advanced stage developers right now…Can it get any more boring?The trend ain’t your friend…Here’s a six month chart.Erdene Resources (ERD.TO/ERDCF) is down -43.4%.Pure Gold Mining (PGM.V/LRTNF) is down -13.1%.G...Read More

The company that built a market capitalisation of A$240 million four years ago on the back of its Productora 1.5 million tonne copper and 1 million ounce gold discovery in Chile - before completing a positive prefeasibility study and locking in key infrastructure and project partner deals - has a fully diluted enterprise value now of circa $30 million.The February 2016 PFS on a 10-year mine produc...Read More

Palisade Research October 25, 2017 Category: Research What happens when you combine 60 of the industry's brightest minds with a picturesque hotel replete with historical consequence, and fuel the whole thing with booze? A networking extravaganza of epic proportions - welcome to the Inaugural Palisade Hard Asset Conference on Jekyll Island!The Jekyll Island Club served as a perfect setting- a small...Read More

Palisade Research October 25, 2017 Category: Research What happens when you combine 60 of the industry's brightest minds with a picturesque hotel replete with historical consequence, and fuel the whole thing with booze? A networking extravaganza of epic proportions - welcome to the Inaugural Palisade Hard Asset Conference on Jekyll Island!The Jekyll Island Club served as a perfect setting- a small...Read More

Palisade Research October 25, 2017 Category: Research What happens when you combine 60 of the industry's brightest minds with a picturesque hotel replete with historical consequence, and fuel the whole thing with booze? A networking extravaganza of epic proportions - welcome to the Inaugural Palisade Hard Asset Conference on Jekyll Island!The Jekyll Island Club served as a perfect setting- a small...Read More