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

Horrific Intel Corporation Q4 earnings were just released. The margin compression is eye-popping. Click here for our full analysis of the INTC earnings.Read full newsRead More

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

Aspen Technology, Inc. (NASDAQ:NASDAQ:AZPN) Q2 2023 Earnings Conference Call January 25, 2023 4:30 PM ETCompany ParticipantsBrian Denyeau - Managing Director, ICRAntonio Pietri - President...Read full newsRead More

Ethan Allen Interiors Inc. (NYSE:NYSE:ETD) Q2 2023 Earnings Conference Call January 25, 2023 5:00 PM ETCompany RepresentativesFarooq Kathwari - Chairman, President, Chief Executive...Read full newsRead More

AT&T is delivering healthy subscriber growth and improving margins, resulting in high-single digit non-GAAP earnings growth. See why T stock is a Buy.Read full newsRead More

CSX Corp. (NASDAQ:NASDAQ:CSX) Q4 2022 Results Conference Call January 25, 2023 4:30 PM ETCompany ParticipantsJoe Hinrichs - President and CEOKevin Boone - EVP, Sales & MarketingJamie...Read full newsRead More

Weekly Initial Jobless Claims will give investors an edge in determining when the unemployment rate will increase.Read full newsRead More

Williams' recent purchase of MountainWest Pipelines comes at a fortunate time for the midstream company.Read full newsRead More

Canadian National Railway is well-run and can reach even better efficiency thanks to its new management team. Read more to see why CNI stock is a Buy.Read full newsRead More

Boot Barn Holdings, Inc. (NYSE:NYSE:BOOT) Q3 2023 Earnings Conference Call January 25, 2023 4:30 PM ETCompany ParticipantsMark Dedovesh - VP, Financial PlanningJim Conroy - President and...Read full newsRead More

Hancock Whitney has been reaping the benefits of higher interest rates and operating cost leverage. Read why I'm happy to stick with a buy rating for HWC stock.Read full newsRead More

Qualtrics International Inc. (NASDAQ:NASDAQ:XM) Q4 2022 Results Conference Call January 25, 2023 5:00 PM ETCompany ParticipantsRodney Nelson - Head, IRZig Serafin - CEOChris Beckstead -...Read full newsRead More

Seagate Technology Holdings plc (NASDAQ:NASDAQ:STX) Q2 2023 Earnings Conference Call January 25, 2023 5:00 PM ETCompany ParticipantsShanye Hudson - SVP, IR and TreasuryDave Mosley -...Read full newsRead More

LendingClub Corporation (NYSE:NYSE:LC) Q4 2022 Earnings Conference Call January 25, 2023 5:00 PM ETCompany ParticipantsSameer Gulati - Chief Operations OfficerScott Sanborn - Chief...Read full newsRead More

NVEC Corporation (NASDAQ:NASDAQ:NVEC) Q3 2023 Results Conference Call January 25, 2023 5:00 PM ETCompany Participants Daniel Baker - President and Chief Executive OfficerJoseph Schmitz -...Read full newsRead More

Premier Financial Corp. (NASDAQ:NASDAQ:PFC) Q4 2022 Earnings Conference Call January 25, 2023 11:00 AM ETCompany ParticipantsPaul Nungester - EVP and CFOGary Small - President and...Read full newsRead More

Levi Strauss & Co. (NYSE:NYSE:LEVI) Q4 2022 Earnings Conference Call January 25, 2023 5:00 PM ETCompany ParticipantsAida Orphan - Vice President, Investor RelationsChip Bergh -...Read full newsRead More

Tesla, Inc. (NASDAQ:NASDAQ:TSLA) Q4 2022 Earnings Conference Call January 25, 2023 5:30 PM ETCompany ParticipantsMartin Viecha - Vice President, Investor RelationsElon Musk - Chief...Read full newsRead More

Flex Ltd. (NASDAQ:NASDAQ:FLEX) Q3 2023 Earnings Conference Call January 25, 2023 4:30 PM ETCompany ParticipantsDavid Rubin - Investor RelationsRevathi Advaithi - Chief Executive OfficerPaul...Read full newsRead More

Digital World Acquisition Corp. stock trades at one of the highest premiums to NAV among SPACs. Read more to see why I rate DWAC a sell.Read full newsRead More