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

2023 starts with most of the same headwinds in place and recession fears running high, however, there is a silver lining. What is it? Click here to find out.Read full newsRead More

Align Technology, Inc. (NASDAQ:NASDAQ:ALGN) Q4 2022 Earnings Conference Call February 1, 2023 4:30 PM ETCompany ParticipantsShirley Stacy - VP, Corporate Communications & IRJoseph Hogan...Read full newsRead More

CSG Systems International, Inc. (NASDAQ:NASDAQ:CSGS) Q4 2022 Earnings Conference Call February 1, 2023 5:00 PM ETCompany ParticipantsJohn Rea - Head of Investor RelationsBrian Shepherd -...Read full newsRead More

The Health Care Select Sector SPDR was a safe haven in 2022 and has also outperformed over the longer term. Read why I am maintaining a Buy rating on XLV ETF.Read full newsRead More

Early investors in data center REITs have been rewarded handsomely, in spite of the fits and starts of the past ten years.Read full newsRead More

Century Communities, Inc. (NYSE:NYSE:CCS) Q4 2022 Earnings Conference Call February 1, 2023 5:00 PM ETCompany ParticipantsTyler Langton - Senior Vice President, Investor RelationsDale...Read full newsRead More

After a painful 2022, the opportunity set is far better than it was a year ago. Find out why Ben Inker thinks 2022 is a year most investors would like to forget.Read full newsRead More

The Fed raised rates by 0.25% annually this week and indicated further rate increases may be appropriate. Read more on the market reaction with the latest decision.Read full newsRead More

SPDR Bloomberg Barclays High Yield Bond ETF offers a significant yield to maturity with much less expected volatility than US stocks. Read why I rate JNK a Buy.Read full newsRead More

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

Hologic, Inc. (NASDAQ:NASDAQ:HOLX) Q1 2023 Earnings Conference Call February 1, 2023 4:30 PM ETCompany ParticipantsRyan Simon - VP, IRStephen MacMillan - Chairman, President and CEOKarleen...Read full newsRead More

Stock and stock fund allocations increased by 1.4 percentage points to 65.3%. Bond and bond fund allocations grew slightly, increasing by 0.3 percentage points to 14.6%.Read full newsRead More

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

SiTime Corporation (NASDAQ:NASDAQ:SITM) Q4 2022 Earnings Conference Call February 1, 2023 5:00 PM ETCompany ParticipantsBrett Perry - Shelton Group Investor RelationsRajesh Vashist - Chief...Read full newsRead More

It is not difficult to see that Boston Properties shares are currently quite cheap. Click here to find out why BXP stock is a Hold right now.Read full newsRead More

Greenhill & Co, Inc. (NYSE:NYSE:GHL) Q4 2022 Earnings Conference Call February 1, 2023 4:30 PM ETCompany ParticipantsScott Bok - Chairman & CEOPatrick Suehnholz - Greenhill &...Read full newsRead More

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

The Global X SuperDividend U.S. ETF offers a dividend yield of 6.4%, which is significantly higher than the S&P 500. Click here to read why I'm neutral on DIV.Read full newsRead More

Aviat Networks, Inc. (NASDAQ:NASDAQ:AVNW) Q2 2023 Earnings Conference Call February 1, 2023 5:00 PM ETCompany ParticipantsAndrew Fredrickson - Director, Corporate Development & IRPete...Read full newsRead More

Coinbase is heavily undervalued, and the scope of undervaluation is based on a reversion to strength in FY '24 estimated earnings. See why I'm bullish on COIN.Read full newsRead More