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

We entered Cornerstone Resources in January 2020. Did we meet our investment goal? Click here to find out.Read full newsRead More

We believe currency exposure is a directional bet-and sometimes that bet pays off and other times it does not.Read full newsRead More

11 months after the deal for Intel to acquire Tower was announced, an important regulatory hurdle remains to be overcome. Here's an update on the deal.Read full newsRead More

Mondelez International, Inc. (NASDAQ:NASDAQ:MDLZ) Q4 2022 Earnings Conference Call January 31, 2023 5:00 PM ETCompany ParticipantsShep Dunlap - Vice President of Investor RelationsDirk Van...Read full newsRead More

Swedbank AB (publ) (OTCPK:SWDBF) Q4 2022 Earnings Conference Call January 31, 2023 3:00 AM ETCompany ParticipantsAnnie Ho - Head of Investor RelationsJens Henriksson - Chief Executive...Read full newsRead More

MSCI Inc. (NYSE:NYSE:MSCI) Q4 2022 Earnings Conference Call January 31, 2023 11:00 AM ETCompany ParticipantsJeremy Ulan - Head of IR and TreasurerHenry Fernandez - Chairman and CEOAndy...Read full newsRead More

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

Cambium Networks' comprehensive offering allows fixed wireless operators to roll out broadband services across all use cases. Read why CMBM stock is a Buy.Read full newsRead More

Snap Inc. (NYSE:NYSE:SNAP) Q4 2022 Earnings Conference Call January 31, 2023 5:30 PM ETCorporate ParticipantsDavid Ometer - Head, Investor RelationsEvan Spiegel - Chief Executive Officer...Read full newsRead More

Key Tronic Corporation (NASDAQ:NASDAQ:KTCC) Q2 2023 Earnings Conference Call January 31, 2023 5:00 PM ETCompany ParticipantsBrett Larsen - Chief Financial OfficerCraig Gates - President and...Read full newsRead More

Eagle Point Credit Company is good at fulfilling its role and is not necessarily a 'bad investment'. Read why I believe ECC is only suitable for speculators.Read full newsRead More

Central Garden & Pet Company (NASDAQ:NASDAQ:CENT) Q1 2023 Earnings Conference Call January 31, 2023 4:30 PM ETCompany ParticipantsFriederike Edelmann - Vice President-Investor...Read full newsRead More

The WisdomTree CXSE ETF offers investors China equities exposure without the 'risk' of state ownership. Read why I would opt for MCHI or PGJ instead.Read full newsRead More

M.D.C. Holdings, Inc.Read full newsRead More

For Q4 2022, Laughing Water Capital, net of all fees and expenses, returned ~4.0% vs 7.6% for the SP500TR. Click here to read the full fund letter.Read full newsRead More

The following slide deck was published by W??rtsil?? Oyj Abp in conjunction with their 2022 Q4 earnings call.Read full newsRead More

W??rtsil?? Oyj Abp (OTCPK:WRTBF) Q4 2022 Earnings Conference Call January 31, 2023 3:00 AM ETCompany ParticipantsHanna-Maria Heikkinen - Investor RelationsHakan Agnevall - Chief Executive...Read full newsRead More

Hawaiian Holdings, Inc. (NASDAQ:NASDAQ:HA) Q3 2022 Results Conference Call January 31, 2023 4:30 PM ETCompany ParticipantsMarcy Morita - Managing Director, Investor RelationsPeter Ingram -...Read full newsRead More

Super Micro Computer, Inc. (NASDAQ:NASDAQ:SMCI) Q2 2023 Results Conference Call January 31, 2023 5:00 PM ETCompany ParticipantsMichael Staiger - VP, Corporate DevelopmentCharles Liang -...Read full newsRead More

Hanmi Financial's margin expansion will slow down due to a deterioration of the deposit mix. Read more to see why I maintain my Buy rating on HAFC stock.Read full newsRead More