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

In 2012, I attended the Property and Freedom Society conference.The conference exposed the organized "State" for what it was - an institution run by crooks, liars and useful idiots.Not only that, we discussed what a free and natural order would look like.Back then, I was so hopeful... so energized. I thought the world was really headed toward change.I was wrong.But that's no reason to be miserable...Read More

Inflation and geopolitics have overtaken ESG as the biggest concerns for 2023, while energy costs, shifting supply chains, and climate-related regulation and activism still worry firms.Despite shared concerns, there is surprisingly little agreement on the economic outlook, how market players will respond, or what will be the pervasive theme for the year ahead.These are chief among the conclusions...Read More

SEI Investments Company (NASDAQ:NASDAQ:SEIC) Q4 2022 Earnings Conference Call January 25, 2023 4:30 PM ETCompany ParticipantsLindsey Opsahl - Head-IRRyan Hicke - CEODennis McGonigle -...Read full newsRead More

Adams Resources & Energy, Inc. stock has considerable upside potential, but the risk of deteriorating operating results still persists for AE stock. Click here for more.Read full newsRead More

VTV has outperformed over the past year in line with a global reversal in value stocks relative to growth, but the easy gains are now behind us. Click here to read more.Read full newsRead More

Eaton Vance Floating Rate Income Trust (EFT) invests in a portfolio of floating-rate securities in an effort to give its investors a high current income. Click here for more.Read full newsRead More

IBM's cloud business is slowing down, mirroring the trajectory of Microsoft's Azure. I continue to argue that IBM is a superior investment to MSFT. Click here for more.Read full newsRead More

Verizon Communications reported Q4 earnings in line with expectations but failed to earn its dividend with Free clash flow. Click here for this VZ stock review.Read full newsRead More

Pathward Financial, Inc. (NASDAQ:NASDAQ:CASH) Q1 2023 Earnings Conference Call January 25, 2023 5:00 PM ETCompany ParticipantsJustin Schempp - Vice President of Investor Relations and...Read full newsRead More

The AMI market risk indicator is risk-on since November 11. Since then, S&P500 is in uptrend. Currently, the AMI Single SPY portfolio is invested 100% in SPY.Read full newsRead More

AT&T Inc. just reported Q4 2022 results. T stock price jumped on the upbeat report, but we have concerns. Click to read our analysis of T stock post-earnings.Read full newsRead More

Despite the recent dip, Etsy's growth and profitability over the years have been amazing. Find out why I expect another decline in ETSY stock.Read full newsRead More

GreenPower Motor Company reported FQ2 2023 financial results on November 15, 2022. Read more for our analysis and recommendation of GP stock.Read full newsRead More

Repay Holdings Corporation operates in verticals with large TAM and low card penetration. M&A is unlikely in the near term, but always an option. Read more here.Read full newsRead More

iShares Self-Driving EV and Tech ETF is a diversified fund with investments in nine geographic locations and four industries. Read why I rate IDRV as a hold.Read full newsRead More

Western Alliance Bancorporation (NYSE:NYSE:WAL) Q4 2022 Earnings Conference Call January 25, 2023 12:00 PM ETCompany ParticipantsMiles Pondelik - Director of IR and Corporate DevelopmentKen...Read full newsRead More

Microsoft's Q2 FY23 results overnight divided market opinion. Click here to see why we reiterate our Buy rating on MSFT stock.Read full newsRead More

For most folks, some very basic technical analysis skills can greatly enhance long-term performance. Click here for my tips on TA shortcuts.Read full newsRead More

Tesla, Inc.'s earnings report was rather lackluster. Click here to read my earnings analysis of TSLA stock.Read full newsRead More

Digital Turbine is now down over 80% from its all-time high in 2021. Click here to read my analysis of APPS stock.Read full newsRead More