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

Have you forgotten the Chinese balloon incident yet? Don't worry, you will. It was just a momentary distraction from the slow-motion crack-up of our country. And it came along with a boffo jobs report, led by hiring in "leisure and hospitality."Oddly, the same month saw a record car re-po number, even higher than it was in the depths of the 2009 Great Financial Fiasco - raising the question: how...Read More

Olympus Corporation (OTCPK:OCPNF) Q3 2023 Earnings Conference Call February 10, 2023 1:00 AM ETCompany ParticipantsYasuo Takeuchi - President and Chief Executive OfficerChikashi Takeda -...Read full newsRead More

Topgolf Callaway Brands Corp. (NYSE:NYSE:MODG) Q4 2022 Earnings Conference Call February 9, 2023 5:00 PM ETCompany ParticipantsLauren Scott - Director of Investor RelationsChip Brewer -...Read full newsRead More

Open Text Corporation reported its FQ2 financial results on February 2, 2023. Click for our review of the OTEX earnings and the stock's prospects.Read full newsRead More

Coinbase lost 14% of its market value with Kraken reaching a settlement with the SEC that discontinued crypto staking in the US. Find out what this means for COIN stock.Read full newsRead More

Nextracker Inc. is a solar tracking business spun out from Flex. The company has seen a successful public debut. Is NXT a buy? Click here for my take on NXT stock.Read full newsRead More

WisdomTree U.S. AI Enhanced Value Fund is a value ETF powered by a machine learning model. Click here to find out why AIVL past data is irrelevant.Read full newsRead More

CoreCivic is a $1.3-billion market cap company in the government real estate and corrections fields, providing management of prisons, jails, and detention centers.Read full newsRead More

Eargo, Inc. went public in October 2020, raising approximately $141 million in an IPO. EAR sells advanced hearing aid products. Click here for our EAR analysis.Read full newsRead More

Average credit rating of Invesco Financial Preferred ETF's portfolio is investment grade, and PGF's yield has been stable through economic turmoil. Click here for more.Read full newsRead More

Unibail-Rodamco-Westfield delivered solid results for its fiscal year 2022, marking an almost complete recovery from the impact of Covid. Click here to read more.Read full newsRead More

Shares of home improvement store supplier Hillman Solutions Corp. are down 30% from their June 2022 high. Click here for our view of HLMN stock prospects.Read full newsRead More

Qiagen is seeing a pandemic-driven hangover in its financial results, but underlying double-digit revenue growth was ahead of expectations. Click here to read more.Read full newsRead More

Canopy Growth Corporation remains in a downward spiral as revenues plunge causing the cannabis company to start another restructuring. Click here for more on CGC.Read full newsRead More

Opendoor is an iBuyer operating in the US market. OPEN rose to fame as it benefited from COVID-19 demand but has subsequently slumped over 90%. Click here to read more.Read full newsRead More

Annaly's latest dividend cut will not be its last. Structural aspects of agency mREITs create a slow bleed of book value. Read more here.Read full newsRead More

Recent 3+ month rally in KraneShares CSI China Internet ETF has been weakening. Click here for our strategy to profit off what we see as the next move of KWEB.Read full newsRead More

Banco Bradesco SA (NYSE:NYSE:BBD) Q4 2022 Earnings Conference Call February 10, 2023 11:30 AM ETCompany ParticipantsCarlos Firetti - Business Controller & Market Relations...Read full newsRead More

Meta Platforms reported a strong quarter and stock prices soared by ~40% in 2023 so far. Click here for my analysis of META stock and its prospects.Read full newsRead More

Vinci SA has a portfolio of high-quality road, airport, and contracting assets. Click here to read my most recent analysis of VCISF stock's earnings report.Read full newsRead More