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
Aethlon Medical, Inc. (NASDAQ:NASDAQ:AEMD) Q3 2023 Earnings Conference Call February 13, 2023 4:30 PM ETCompany ParticipantsJim Frakes - Chief Financial OfficerSteven LaRosa - Chief Medical...Read full newsRead More
Vanguard Russell 1000 Growth ETF is a good vehicle to invest in large-cap U.S. growth stocks. Click here to see our take on VONG.Read full newsRead More
Lattice Semiconductor Corporation (NASDAQ:NASDAQ:LSCC) Q4 2022 Earnings Conference Call February 13, 2023 5:00 PM ETCompany ParticipantsRick Muscha - Director of Investor RelationsJim...Read full newsRead More
EngageSmart's 4Q22 revenue exceeded consensus estimates by 2% and showed growth in SMB and Enterprise markets. Click to read my earnings analysis of ESMT stock.Read full newsRead More
Palantir Technologies reported Q4 results beating estimates on both lines. It recorded strong business growth. Click here for a full review of PLTR earnings.Read full newsRead More
Vicarious Surgical, Inc. (NYSE:NYSE:RBOT) Q4 2022 Earnings Conference Call February 13, 2023 4:30 PM ETCompany ParticipantsKaitlyn Brosco - IRAdam Sachs - Co-Founder, CEO, President &...Read full newsRead More
The following slide deck was published by Amkor Technology, Inc.Read full newsRead More
Here's why investing in Xcel Energy could turn out to be an excellent opportunity.Read full newsRead More
The Chemours Company had an exciting and fantastic start to the year, returning 18% in January 2023. Click here to see our take on CC stock.Read full newsRead More
Mid-America Apartment Communities is a leading rental apartment REIT and one that I have long recommended. Click to read my most recent analysis of MAA stock.Read full newsRead More
Cirrus Logic, Inc. reported record December quarter revenue. More importantly, vision into the CRUS long-term plan grew brighter. Click for our take on CRUS.Read full newsRead More
IgA Nephropathy (IgAN) is a chronic autoimmune disease that affects the kidneys and leads to end-stage kidney disease. Current treatments for IgAN are limited in their effectiveness.Read full newsRead More
S&W Seed Company (NASDAQ:NASDAQ:SANW) Q2 2023 Earnings Conference Call February 13, 2023 11:00 AM ETCompany ParticipantsRobert Blum - IR, Lytham PartnersMark Wong - President and Chief...Read full newsRead More
Mobileye dominates the ADAS SoC market with 69% market share. Read about the competitive headwinds the company faces in the same space.Read full newsRead More
The ETO closed-end fund has underperformed the MSCI World Index, although that is not a perfect benchmark for the fund. Click for more.Read full newsRead More
AdvisorShares Dorsey Wright Short ETF is one of a limited number of ETFs that tries to make money in down markets, without leverage. Read my analysis of DWSH.Read full newsRead More
A falling U.S. dollar will alleviate the domestic inflationary pressures affecting emerging markets. Click here to read my latest analysis of the SPEM ETF.Read full newsRead More
Cloudflare is a leading cloud-native CDN and cybersecurity company. Click here to see why I reiterate my previous 'Buy' rating on NET stock.Read full newsRead More
The income market has rallied strongly over the past couple of months. Click to see the securities that have lagged the rally and offer opportunity.Read full newsRead More
Franklin U.S. Low Volatility High Dividend Index ETF has a 3% yield and a strategy to limit risks. Almost 45% of LVHD asset value is in utilities and consumer staples. Click for more.Read full newsRead More