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

The following slide deck was published by GoPro, Inc.Read full newsRead More

Inomin Mines Inc. (TSXV: MINE) (Read full newsRead More

Symbotic 1FQ23 report was positive, with results slightly above expectations and Q2 forecasts falling in line with expectations. Read why I'm bullish on SYM stock.Read full newsRead More

Lannett Company, Inc. (NYSE:NYSE:LCI) Q2 2023 Earnings Conference Call February 1, 2023 4:30 PM ETCompany ParticipantsRobert Jaffe - Investor RelationsTim Crew - Chief Executive OfficerJohn...Read full newsRead More

You will argue that wealth-to-GDP has mean reverted for about a year now. Has wealth-to-GDP finally begun to mean revert? Click here to find out.Read full newsRead More

C.H. Robinson Worldwide, Inc.Read full newsRead More

The following slide deck was published by Nomura Holdings, Inc.Read full newsRead More

Start Time: 16:00 January 1, 0000 4:40 PM ETM/I Homes, Inc.Read full newsRead More

Benchmark Electronics, Inc. (NYSE:NYSE:BHE) Q4 2022 Earnings Conference Call February 1, 2023 5:00 PM ETCompany ParticipantsPaul Mansky - Investor Relations and Corporate DevelopmentJeff...Read full newsRead More

Nomura Holdings, Inc. (NYSE:NYSE:NMR) Q3 2023 Earnings Conference Call February 1, 2023 4:30 AM ETCompany ParticipantsTakumi Kitamura - CFOConference Call ParticipantsMasao Muraki - SMBC...Read full newsRead More

Louisiana-Pacific's share price has risen by over 130% compared to nearly 45.5% for the S&P 500. Click here to learn why I rate LPX stock a Buy.Read full newsRead More

Qorvo, Inc. (NASDAQ:NASDAQ:QRVO) Q3 2023 Results Conference Call February 1, 2023 5:00 PM ETCompany ParticipantsDouglas DeLieto - VP, IRBob Bruggeworth - President and CEOGrant Brown -...Read full newsRead More

The following slide deck was published by Meta Platforms, Inc.Read full newsRead More

Meta Platforms, Inc. (NASDAQ:NASDAQ:META) Q4 2022 Earnings Conference Call February 1, 2023 5:00 PM ETCompany ParticipantsDeborah Crawford - Vice President, Investor RelationsMark...Read full newsRead More

GE HealthCare Technologies Inc. (NASDAQ:NASDAQ:GEHC) Q4 2022 Earnings Conference Call January 30, 2023 8:00 AM ETCompany ParticipantsCarolynne Borders - Chief Investor Relations...Read full newsRead More

The following slide deck was published by GE HealthCare Technologies Inc.Read full newsRead More

8x8, Inc. (NASDAQ:NASDAQ:EGHT) Q3 2023 Results Conference Call February 1, 2023 4:30 PM ETCompany ParticipantsKate Patterson - VP of IRSamuel Wilson - Interim CEOKevin Kraus - Interim...Read full newsRead More

Allegiant Travel Company (NASDAQ:NASDAQ:ALGT) Q4 2022 Results Conference Call February 1, 2023 4:30 PM ETCompany ParticipantsSherry Wilson - Managing Director, Investor RelationsJohn...Read full newsRead More

McKesson Corporation (NYSE:NYSE:MCK) Q3 2023 Results Conference Call February 1, 2023 4:30 PM ETCompany ParticipantsRachel Rodriguez - VP, IRBrian Tyler - CEOBritt Vitalone - CFOConference...Read full newsRead More

DXC Technology Company (NYSE:NYSE:DXC) Q3 2023 Earnings Conference Call February 1, 2023 5:00 PM ETCompany ParticipantsJohn Sweeney - Head-Marketing and Investor RelationsMike Salvino -...Read full newsRead More