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

Camping World Holdings is the largest RV dealership in the US, which sells both new and used RVs at its namesake dealerships. Read my analysis of CWH stock.Read full newsRead More

Credicorp's fourth quarter results were better than expected at the pre-provision line. Find out if BAP stock is a buy.Read full newsRead More

The following slide deck was published by CEMEX, S.A.B. de C.V.Read full newsRead More

CEMEX, S.A.B de C.V. (NYSE:NYSE:CX) Q4 2022 Earnings Conference Call February 13, 2023 10:00 AM ETCompany ParticipantsLouisa Rodriguez - EVP, IRFernando Gonzalez - CEOMaher Al-Haffar -...Read full newsRead More

In this article, I start by explaining why I believe that fertilizer prices will remain high, as higher demand is meeting ongoing supply constraints.Read full newsRead More

David Abrams' 13F portfolio value decreased this quarter from $3.47B to $2.80B. The number of positions decreased from 18 to 15.Read full newsRead More

Copart will benefit from solid tailwinds that will increase the rate of totalled cars. Click here to see why I rate CPRT stock as a Hold.Read full newsRead More

Palantir Technologies press release(PLTR): Q4Non-GAAP EPS of $0.04beats by $0.01.Revenue of $508.62M (+17.5% Y/Y)beats by $3.64M.Commercial revenue grew 11% year-over-year to...Read full newsRead More

Simpson Manufacturing designs and sells wood and concrete construction products. See why SSD stock is a Buy for investors seeking near-term capital gain.Read full newsRead More

This weekend, Ocular Therapeutix released very encouraging data in wet AMD. Read more to see my thoughts on OCUL stock and my recommendation.Read full newsRead More

Chip companies will make money selling to AI companies. Find out three dividend growth stocks that profit off of AI without facing the intense competition.Read full newsRead More

Target is a 55-year dividend aristocrat champion with 5-year dividend growth rate of 10.5% and yield of 2.5%. Read more to see my thoughts on TGT stock.Read full newsRead More

Silvercorp Metals' Q3 earnings were much better than expected and is investing heavily in a number of its mines. See why SVM stock is a Buy.Read full newsRead More

Blade Air Mobility has continued to underperform the overall market. Read more to see my thoughts on BLDE and why we reiterate our Buy rating for the stock.Read full newsRead More

Dear Outsider,Take a drive down Howard Street in Baltimore's Station North Arts District and you'll likely see something colorful out of the corner of your eye.You might have to slow the car down to see it, or even turn it around to get a better look.Once you realize what it is, you'll want to park the car and see it up close.Dubbed Graffiti Alley, it's a small L-shaped alley where graffiti a...Read More

A 2021 feasibility study update on Goose outlined a 15-year life-of-mine, producing an average of 223,000ozpa of gold.Read More

Unrealistic expectations for the energy transition could undermine the bullish demand scenarios currently accepted as the norm as the energy transition unfolds, Capitalight Research MD Tom Brady says.For example, global automotive market sales are expected to more than double to nearly 125 million by 2030, with 'base case' scenarios pointing to 35% PEVs in the mix. By 2050, most scenarios have the...Read More

The Toronto-quoted equity of explorer ATAC Resources (TSXV: ATC) jumped about 38.5% on Monday following the weekend announcement by Victoria Gold (TSX: VGCX) of a takeover bid at an 85% premium.While the all-scrip deal values ATAC at 12 ? per share, implying a value of $25 million, ATAC's board has rejected the unsolicited offer, prompting Victoria on Monday to extend the offer to Feb. 17 to give...Read More

I'm currently exploring Antarctica, faraway from all the world's turmoil.  My expedition just doesn't want to end up like the people on the Titanic! This iceberg was a bit too close for comfort:  But this isn't a travelogue and you want to know what's happening in the fields of finance, economics, politics, geopolitics and more. So let's dig in...I've been writing a lot lately...Read More

Kinross Gold (TSX: K; NYSE: KGC) says the first mineral resource for its billion-dollar Great Bear project in northwest Ontario shows potential to be a world class asset. The open-pit indicated mineral resource shows 33.1 million tonnes grading 2.6 grams gold per tonne for 2.7 million oz. contained metal, Kinross said Monday in a news release. The total open-pit and underground inferred resourc...Read More