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

Three of the major investment themes of 2022 were: inflation and central bank responses; commodity and energy price spikes; and the China COVID lockdown.Read full newsRead More

Supremex's envelope business now occupies a dominant position in the Canadian market. Check out why we are bullish SUMXF stock.Read full newsRead More

Last Thursday, both Apple and Meta presented their latest quarterly results. Read more about them here.Read full newsRead More

Despite the rapid reopening cadence in China, things do not look as promising for CAT due to the intensely competitive Chinese-made construction machinery. Read more here.Read full newsRead More

Dover's revenue growth was a little below average for a multi-industrial, but the margin performance was a little better, and guidance was reassuring. Read more here.Read full newsRead More

The Container Store looks to benefit handsomely from the looming bankruptcy of competitor Bed Bath & Beyond. Read why I'm bullish about TCS stock.Read full newsRead More

U-Haul has established an impressive track record of revenue growth, return on equity, and shareholder equity. See why I rate UHAL stock a Hold now.Read full newsRead More

Nerdy is an American operator of a live online learning platform. Large swings in the stock price provide investors with multiple opportunities for astonishing returns. Read more here.Read full newsRead More

Alluvial Fund has a meaningful new holding in FitLife Brands. Click here to read why I think the story is about to get a lot more compelling for FTLF stock.Read full newsRead More

Michael Burry just sent a scary warning. He thinks that the country is broke and that the rally will be short-lived. Click here for our view of Burry's caution.Read full newsRead More

This is part of our monthly series where we highlight 5 companies that are large-cap, relatively safe, dividend-paying, and offer discounts. Click here for more.Read full newsRead More

John and Jane's Portfolio generated an average of $6,376.71/month of dividends in 2022 compared with $5,321.93/month in 2021. Click here to read my latest update.Read full newsRead More

Universal Health Services continues to present as an attractive name as part of a systematic defensive overlay for equity portfolios. Read more here.Read full newsRead More

Intesa Sanpaolo published its Q4 accounts and beat consensus expectations. Read why we are reiterating our buy rating on the stock.Read full newsRead More

Omeros corporation's hematopoietic stem cell transplant-associated thrombotic microangiopathy (TA-TMA) should be considered a free option at this point. 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

Apollo Tactical Income Fund provides high current income through a portfolio of senior loans, corporate bonds and credit investments. See why AIF CEF is a Hold.Read full newsRead More

Buying world-beater-wide moat blue-chips is the lowest-risk way to retire rich and stay rich in retirement. Read more to see a comparison of QCOM and ASML stock.Read full newsRead More

Inflation has been overall beneficial to Unilever, and input prices have been significantly come off last year peaks. See why UL stock is a Hold now.Read full newsRead More

BHP is a quality mining company that benefits from China's reopening. Read more here.Read full newsRead More