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

Paycor HCM, Inc. (NASDAQ:NASDAQ:PYCR) Q2 2023 Results Conference Call February 8, 2023 5:00 PM ETCompany ParticipantsRachel White - VP, IR Raul Villar - CEOAdam Ante - CFO Conference Call...Read full newsRead More

The Walt Disney Company (NYSE:NYSE:DIS) Q1 2023 Earnings Conference Call February 8, 2023 4:30 PM ETCompany ParticipantsAlexia Quadrani - Senior Vice President, Investor RelationsBob Iger -...Read full newsRead More

I've done well with my MDU Resources Group investment, but all good things come to an end. Click here to read why I'm selling MDU stock.Read full newsRead More

Sonos, Inc. (NASDAQ:NASDAQ:SONO) Q1 2023 Earnings Conference Call February 8, 2023 5:00 PM ETCompany ParticipantsJames Baglanis - Senior Director, Investor RelationsPatrick Spence - CEO,...Read full newsRead More

Evolution Petroleum Corp (NYSE:NYSE:EPM) Q2 2023 Earnings Conference Call February 8, 2023 2:00 PM ETCompany ParticipantsRyan Stash - SVP, CFO, Secretary, Compliance Officer &...Read full newsRead More

Societe Generale's strongest performance was in International Retail and Financial Services, and weakness in French Retail. See why the stock is a Buy.Read full newsRead More

Lumen dejected the market with its Q4-2022 results. While the numbers for the quarter were ok, the guidance was terrible. Read more here.Read full newsRead More

We sold our stake in LGI Homes during the fourth quarter. What are the housing trends behind this sale? Click here to find out.Read full newsRead More

Impinj, Inc. (NASDAQ:NASDAQ:PI) Q4 2022 Earnings Conference Call February 8, 2023 5:00 PM ETCompany ParticipantsAndy Cobb - Vice President, Strategic FinanceChris Diorio - Co-Founder and...Read full newsRead More

Source Capital, Inc. (NYSE:NYSE:SOR) Q4 2022 Earnings Conference Call February 8, 2023 4:00 PM ETCompany ParticipantsCourtney Reardon - Relationship ManagerSteve Scruggs - Portfolio...Read full newsRead More

Is there a systematic relationship between capital return policies and stock price performance? Read more as I explore which strategy has worked better so far.Read full newsRead More

Stitch Fix's stock rose thanks to the tech surge, but we see evidence that it is likely to drop by 60% in the near term. Find out why I rate SFIX a sell.Read full newsRead More

The following slide deck was published by Envista Holdings Corporation in conjunction with their 2022 Q4 earnings call.Read full newsRead More

Reservoir Media, Inc. (NASDAQ:NASDAQ:RSVR) Q3 2023 Earnings Conference Call February 8, 2023 10:00 AM ETCompany ParticipantsJacqueline Marcus - IRGolnar Khosrowshahi - Founder and CEOJim...Read full newsRead More

Envista Holdings Corporation (NYSE:NYSE:NVST) Q4 2022 Earnings Conference Call February 8, 2023 5:00 PM ETCompany ParticipantsStephen Keller - Vice President, Investor RelationsAmir Aghdaei...Read full newsRead More

Wynn Resorts, Limited (NASDAQ:NASDAQ:WYNN) Q4 2022 Results Conference Call February 8, 2023 4:15 PM ETCompany ParticipantsCraig Billings - CEOJulie Cameron-Doe - CFOBrian Gullbrants -...Read full newsRead More

SPDR S&P 400 Mid Cap Value ETF's top three sectors are financials, industrials, and consumer discretionary. Read more to see my thoughts on MDYV.Read full newsRead More

Digital Turbine, Inc. (NASDAQ:NASDAQ:APPS) Q3 2023 Results Conference Call February 8, 2023 4:30 PM ETCompany ParticipantsBrian Bartholomew - Senior Vice President, Capital MarketsBill...Read full newsRead More

Investors are worried about Anglo American Platinum Limited's soft Q4 production and South Africa's headwinds. Find out if you should be worried about ANGPY.Read full newsRead More

Macerich's Q4 showed a slowdown in NOI growth and tenant sales were flat. Read more to see why we believe MAC shares remain significantly undervalued.Read full newsRead More