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

In this 2nd completed year of our flagship fund, this letter is to inform our co-investors about what we are trying to achieve and how are we trying to do it.Read full newsRead More

(IDEX Online) -Tiffany has teamed up with Nike to launch a pair of classic sneakers with a swoosh in its trademarked blue.Pairs of the black suede AF1s - a design dating back to 1982 - will be sold at two Tiffany & Co New York City locations and globally via Nike's SNKRS app from 7 March, priced $400. Regular AF1s (Air Force 1) retail for around $100.Tiffany trademarked the robin's-e...Read More

(IDEX Online) - Diamond manufacturers in India are angry that calls to abolish a two per cent equalisation levy on natural diamonds were ignored in last week's budget.Lab grown businesses will benefit from the scrapping of a five per cent import tax on the seeds from which diamonds are grown, as announced by finance minister Nirmala Sitharaman.   But mined diamonds, which account for 90...Read More

(IDEX Online) - A New York City jeweler has been convicted of laundering money for an armed gang that stole high-value stole watches and jewelry worth $2m.They targeted jewelers near their homes in New York and New Jersey in a series of assaults from October 2019 to November 2020.Stanislav "Steve" Yakubov, 42, of Queens, New York, acted as a fence, selling on watches the gang had stolen, which inc...Read More

SNCY's 4Q22 report was solid and the company's outlook for 1Q23 is optimistic. I expect SNCY cost structure to improve leading to a significant increase in profit margins.Read full newsRead More

CaixaBank, S.A. (OTCPK:CAIXY) Q4 2022 Earnings Conference Call February 3, 2023 3:00 AM ETCompany ParticipantsEdward O'Loghlen - Investor RelationsGonzalo Gortazar - Chief Executive...Read full newsRead More

SE stock rallied tremendously by 77.1% from the November bottom, breaking the previous December and January resistance levels in the $60s. Read more here.Read full newsRead More

The following slide deck was published by ASSA ABLOY AB (publ) in conjunction with their 2022 Q4 earnings call.Read full newsRead More

Assa Abloy AB (OTCPK:ASAZF) Q4 2022 Earnings Conference Call February 3, 2023 3:30 AM ETCompany ParticipantsBjorn Tibell - Head, IRNico Delvaux - President, CEO & Head, Global...Read full newsRead More

The latest equity-market bounce may feel like sweet relief after a rough 2022 - but beware the underlying fundamentals.Read full newsRead More

The PMI data support the view from our forecasting team that a nadir for the economy will be seen in the first quarter.Read full newsRead More

Hansa Biopharma AB (publ) (OTCPK:HNSBF) Q4 2022 Earnings Conference Call February 2, 2023 8:00 AM ETCompany ParticipantsS?,ren Tulstrup - President and CEODonato Spota - SVP and...Read full newsRead More

With a 42.8% YoY revenue growth to $1B by 2022, BetterHelp alone may be worth a considerable part of TDOC's current enterprise value of $5.47B. Read more here.Read full newsRead More

Retail Estates focuses on commercial real estate in Belgium and the Netherlands. The proposed dividend represents a 7.2% yield. Read more here.Read full newsRead More

January saw business confidence hit an all-time high. S&P Global's PMI surveys generally track actual changes in business metrics such as output, employment and prices.Read full newsRead More

Economists expected US economy to have added 185,000 jobs last month, following the 223,000 added in December. Read more here.Read full newsRead More

As we head into the end of January, technical conditions in major stock indexes are showing a lot of strength.Read full newsRead More

Equities and bonds rallied in January, clawing back some losses from last year. Read more here.Read full newsRead More

State Bank of India ADR (OTCPK:SBKJY) Q3 2023 Earnings Conference Call February 3, 2023 7:30 PM ETCompany ParticipantsSanjay Kapoor - General Manager for Performance, Planning and Review...Read full newsRead More

Suburban Propane Partners surprised and disappointed unitholders back in late 2022 when they failed to provide any distribution growth. Read more here.Read full newsRead More