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

Intel Corporation's Q4 results come in below street estimates and Q1 guidance is tremendously worse than expected. See my take on INTC's Q4 2022 earnings.Read full newsRead More

The following slide deck was published by East West Bancorp, Inc.Read full newsRead More

East West Bancorp, Inc. (NASDAQ:NASDAQ:EWBC) Q4 2022 Earnings Conference Call January 26, 2023 11:30 AM ETCompany ParticipantsJulianna Balicka - Head of Investor RelationsDominic Ng -...Read full newsRead More

Teledyne's Q4 was comfortably ahead of sell-side expectations and guidance for 2023 was consistent with expectations. Read why I rate TDY stock a Hold.Read full newsRead More

Visa Inc. (NYSE:NYSE:V) Q1 2023 Earnings Conference Call January 26, 2023 5:00 PM ETCompany ParticipantsJennifer Como - Senior Vice President and Global Head, Investor RelationsAl Kelly -...Read full newsRead More

SCHD is a top dividend growth ETF, but it's not perfect. Read as I take you through my process of finding two complementary ETFs to fill in the gaps.Read full newsRead More

West Bancorporation, Inc. (NASDAQ:NASDAQ:WTBA) Q4 2022 Earnings Conference Call January 26, 2022 3:00 PM ETCompany ParticipantsJane Funk - Executive Vice President, Treasurer and Chief...Read full newsRead More

Anheuser-Busch is showing limited upside potential in the coming years. Here's more on why I assign BUD a hold rating.Read full newsRead More

Nucor Corporation (NYSE:NYSE:NUE) Q3 2022 Results Conference Call January 26, 2023 2:00 PM ETCompany ParticipantsJack Sullivan - General Manager, Investor RelationsLeon Topalian - President...Read full newsRead More

Timberland REITs are hard to value on cashflows alone. While timber REITs are trading at substantial discounts to NAV, see why we think WY is the best deal here.Read full newsRead More

Bullish sentiment, expectations that stock prices will rise over the next six months, fell 2.6 percentage points to 28.4%.Read full newsRead More

The Gap is an apparel business which has had a tough 20 years, with little to no growth. Find out why we rate GPS stock a strong sell.Read full newsRead More

Tractor Supply sales sizzled during Q4. Read why I think those who are in for the long term should just hold TSCO stock.Read full newsRead More

RLI Corp. (NYSE:NYSE:RLI) Q4 2022 Earnings Conference Call January 26, 2023 11:00 AM ETCompany ParticipantsAaron Diefenthaler - Chief Investment Officer and TreasurerTodd Bryant - CFOCraig...Read full newsRead More

KLA Corporation (NASDAQ:NASDAQ:KLAC) Q2 2023 Earnings Conference Call January 26, 2023 6:00 PM ETCompany ParticipantsKevin Kessel - Vice President of Investor Relations & Market...Read full newsRead More

Not surprisingly, parent GasLog Ltd. is trying to take out the partnership GasLog Partners LP on the cheap. But will it? Read more to find out.Read full newsRead More

Overall views of Netflix are positive but with uncertainties. Read why there are no compelling reasons to buy or sell NFLX stock.Read full newsRead More

Axos Financial, Inc. (NYSE:NYSE:AX) Q2 2023 Earnings Conference Call January 26, 2023 5:00 PM ETCompany ParticipantsJohnny Lai - SVP, Corporate Development & Investor RelationsGreg...Read full newsRead More

First Internet Bancorp (NASDAQ:NASDAQ:INBK) Q4 2022 Results Conference Call January 26, 2023 2:00 PM ETCompany ParticipantsDavid Becker - Chairman, CEOKen Lovik - EVP, CFO Conference Call...Read full newsRead More

First Bank (NASDAQ:NASDAQ:FRBA) Q4 2022 Earnings Conference Call January 26, 2023 9:00 AM ETCompany ParticipantsPatrick Ryan - President & Chief Executive OfficerAndrew Hibshman - Chief...Read full newsRead More