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

361 Degrees' core branded product sale were flat in the fourth quarter, while its kids-branded products recorded single-digit gains and e-commerce grew 25%.Read full newsRead More

Mettler-Toledo's balance sheet is a cause for concern as its liabilities exceed its assets. See why I rate MTD stock as a Sell now.Read full newsRead More

We present the 2022 year-end review of our eight-year-old Passive DGI-Core Portfolio. Click to see how our portfolio performed in 2022.Read full newsRead More

Private real estate funds claim they can earn you high returns. But they typically underperform REITs despite taking a lot more risks. Read more here.Read full newsRead More

Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha, iTunes, Stitcher and Spotify.Read full newsRead More

Vacation ownership company Travel + Leisure Co. might be witnessing a share price increase these days. See why I'd buy TNL stock now.Read full newsRead More

Let's cover 2 stocks that are yielding approximately 5%, whose dividends could face pressure in the years ahead. Check them out here.Read full newsRead More

Recently, Alphabet stock dipped 2.5% on a day when the NASDAQ-100 fell a mere 0.18%. See why I'll be buying GOOG stock even it dips after earnings.Read full newsRead More

Kellogg has a very strong portfolio of well-recognized brands and generates solid profitability. Read more here.Read full newsRead More

AvalonBay has been sold off over the last year, like many other REITs, due to interest rate worries. Read more here.Read full newsRead More

Intel reported disappointing Q4 earnings recently. Despite this, I think Intel remains a solid investment opportunity. Click here to read my reasons.Read full newsRead More

Invesco NASDAQ 100 ETF is a passive ETF that tracks the NASDAQ-100 Index. Read more to know it is worthwhile to switch from QQQ to QQQM.Read full newsRead More

BABA and Amazon are dirt cheap and could potentially deliver 2X to 3X returns within 2 years and 3X to 5.3X within five. Read more here.Read full newsRead More

Carpenter delivered strong top-line results in its December quarter, with double-digit improvements in volume and prices. Read why I rate CRS stock a Buy.Read full newsRead More

Estee Lauder has seen net sales exceed levels seen in 2019 once again. Read more to know why I take a bullish view on EL stock.Read full newsRead More

SAP SE delivered a somewhat worse-than-expected Q4 performance, missing analyst consensus estimates. See why we downgrade SAP stock to a Hold now.Read full newsRead More

The PNC Financial Services Group, Inc.'s acquisition of BBVA is beginning to bear fruit. While higher rates are a double-edged sword, see what makes PNC a Buy.Read full newsRead More

Datadog is a provider of cloud monitoring and analytics solutions. Read more to know why we give DDOG stock a buy rating.Read full newsRead More

General Electric reported decent Q4 earnings recently. Read more to see my thoughts on GE's earnings and why I think it is due for a downside correction.Read full newsRead More

Whole Earth Brands has been impacted by the inflation expectation, dropping by 57% since March 2022. See why I believe FREE stock has some upside potential.Read full newsRead More