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
Essity AB (publ) (OTCPK:ESSYY) Q4 2022 Earnings Conference Call January 26, 2023 3:00 AM ETCompany ParticipantsJosephine Edwall - Senior Vice President, CommunicationsMagnus Groth -...Read full newsRead More
Gold has returned near its peak value as the US dollar reverses lower and real interest rates slip. Click here to read why I think NEM is a buy as a result.Read full newsRead More
Spotify Technology S.A. reports its Q4 2022 results next week and will provide guidance. Read why I believe that SPOT stock could have a positive risk reward.Read full newsRead More
iShares MSCI Gold Miners ETF provides exposure to gold mining companies, as classified by GICS. Read why RING ETF is a risky bet now.Read full newsRead More
Old Republic International Corporation (NYSE:NYSE:ORI) Q4 2022 Results Conference Call January 26, 2023 3:00 PM ETCompany ParticipantsJoe Calabrese - IRCraig Smiddy - President and CEOFrank...Read full newsRead More
Cullen/Frost Bankers, Inc. (CFR) Q4 2022 Earnings Conference Call January 26, 2023 2:00 PM ETCorporate ParticipantsA.B.Read full newsRead More
Intel Corporation (NASDAQ:NASDAQ:INTC) Q4 2022 Earnings Conference Call January 26, 2023 5:00 PM ETCompany ParticipantsJohn Pitzer - Corporate Vice President-Investor RelationsPat Gelsinger...Read full newsRead More
The following slide deck was published by South Plains Financial, Inc.Read full newsRead More
Walmart is an excellent situational stock to hold during market uncertainty because of its very reliable cash flows. Click here to read my most recent analysis.Read full newsRead More
Intel Corporation plunges following another big quarterly revenue miss and cut Q1'23 guidance. Click for our review of INTC's harsh Q4 2022.Read full newsRead More
The following slide deck was published by Brookline Bancorp, Inc.Read full newsRead More
GSI Technology, Inc. (NASDAQ:NASDAQ:GSIT) Q3 2023 Earnings Conference Call January 26, 2023 4:30 PM ETCompany ParticipantsLee-Lean Shu - Chairman, President and CEODidier Lasserre - VP of...Read full newsRead More
The following slide deck was published by ResMed Inc.Read full newsRead More
Churchill Downs is set to potentially generate index-beating returns over a five-year period. Here's what investors in CHDN stock need to know.Read full newsRead More
Brookline Bancorp, Inc. (NASDAQ:NASDAQ:BRKL) Q4 2022 Earnings Conference Call January 26, 2023 1:30 PM ETCompany ParticipantsPaul Perrault - Chairman and CEOCarl Carlson - Co-President and...Read full newsRead More
SL Green Realty Corp (NYSE:NYSE:SLG) Q4 2022 Earnings Conference Call January 26, 2023 2:00 PM ETCompany ParticipantsMarc Holliday - Chairman & CEOAndrew Mathias - President &...Read full newsRead More
The following slide deck was published by Associated Banc-Corp in conjunction with their 2022 Q4 earnings call.Read full newsRead More
Oil and gas continue to power the world. OIH is a diversified oil services ETF product with a lot of upside potential. Click here to read my analysis of OIH.Read full newsRead More
SGS SA (OTCPK:SGSOF) Q4 2022 Earnings Conference Call January 26, 2023 8:00 AM ETCompany ParticipantsToby Reeks - Senior VP, Investor RelationsFrankie Ng - Chief Executive OfficerDominik de...Read full newsRead More
AppFolio, Inc. (NASDAQ:NASDAQ:APPF) Q4 2022 Earnings Conference Call January 26, 2023 5:00 PM ETCompany ParticipantsLori Barker - Investor RelationsJason Randall - President and Chief...Read full newsRead More