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

Annual rebalancing and subsequent changes to the S&P 500 Dividend Aristocrats Index have produced a new list of 67 stocks called the Dividend Aristocrats. Click here to see them.Read full newsRead More

CoreCivic's latest earnings report shows that CXW's financials are beginning to stabilize. Read more here.Read full newsRead More

The strong dollar was a headwind in '22, although its real impact is on Coca-Cola margins from COGS impact. Read why I'm bullish on KO stock.Read full newsRead More

Q4 numbers reveal Yellow Corp. is losing momentum. Tonnage per workday fell significantly during each month in the reporting period. Read more here.Read full newsRead More

We will go over our thesis as to how a diversified income method with low volatility could make you financially independent. Click here for our strategy.Read full newsRead More

Jim Chanos is bearish on some property sectors. He seems especially bearish about NYC office and data centers. Click here for more on REITs.Read full newsRead More

The Taxable Account generated $1,250.56 of dividend income for January 2023 compared with $1,072.22 of dividend income for January 2022. Click here to read more.Read full newsRead More

BLV ETF provides exposure to long-duration treasury bonds and investment-grade corporate bonds. It pays a trailing 4% distribution yield. Read more about the ETF here.Read full newsRead More

Enbridge common stock continues to perform in bond-like fashion with minimal capital appreciation and a tiny dividend increase. See why I prefer ENB preferreds.Read full newsRead More

Ralph sales increased by 1% with a positive adj. operating margin. Ralph Lauren exceeds Wall Street consensus estimates, but 9-month earnings were down by -15%. Read more here.Read full newsRead More

Listen on the go! A daily podcast of Wall Street Breakfast will be available this morning on Seeking Alpha, iTunes, Stitcher and Spotify.Read full newsRead More

HUBS has undergone a transformation from a single-product company to a CRM platform. However, its SMB and European exposure are worrisome. Read more here.Read full newsRead More

High frequency indicators give us nearly up-to-the-moment view of the economy. Metrics are divided into long-leading, short-leading, and coincident indicators. Read more here.Read full newsRead More

CareTrust REIT has weathered past 3 years rather well and has raised its dividend every year since 2014. Read more here.Read full newsRead More

Starwood has solid credit risk metrics. Unless there is a deep recession, credit defaults shouldn't be a major issue. Read more here.Read full newsRead More

Those of you who have been following me for years know I love a good contrarian buy. Well, I just bought back in to Ford Motor Company. Click here for my case for F.Read full newsRead More

OneMain Holdings offers a very attractive, growing dividend yield with share repurchases. OMF recently reported solid results. Click here for our review.Read full newsRead More

ADSK's average annual return has doubled the S&P 500's, and Apple's has tripled it. Read more here.Read full newsRead More

Ansys is one of the leading companies in the Computer-aided Engineering industry. Read why I believe ANSS stock appears to be too overvalued today.Read full newsRead More

Why this could be fixed-income's year. Equity markets have started the year strong but face uncertainty.Read full newsRead More