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

Baker Hughes Company's Q4 earnings were mixed, but we think 2023 is going to be a great year to be a shareholder. Click here for our review of BKR earnings.Read full newsRead More

Here are our 10 top REITs for dividend investors. Dividends are easily covered, so investors can feel safer about their income. Check out the list.Read full newsRead More

Ultra Clean Holdings is down unlike most semis, but the charts suggest the stock has found support. Click here to see our take on UCTT stock.Read full newsRead More

Energy stocks have underperformed the broad market in the last two months as growth returns so to favor in 2023. Read our analysis of ProFrac stock.Read full newsRead More

The causes of inflation were many and varied, always debated with plenty of finger pointing. Click here to read more.Read full newsRead More

British retailer Marks and Spencer Group plc saw a big uptick in price recently following its Christmas trading update. Click here for our take on MAKSF stock.Read full newsRead More

Metropolitan Bank's core performance is being obscured by elevated legal expenses and deposit outflows. Click here to read my analysis of MCB stock.Read full newsRead More

Toronto-Dominion Bank's First Horizon deal has been in regulatory limbo for almost a year. It still needs regulatory approval. Click here for our take on TD.Read full newsRead More

The bear market continues, but such challenges are all part of investing's rich pageant. The looming debt ceiling battle is a likely non-event for capital markets.Read full newsRead More

Stocks-bonds strategic allocations are rebounding after the worst performances in recent history in 2022. Read my most recent analysis of the 60/40.Read full newsRead More

Sensus Healthcare is working to recover from a tough Q3 22. Preliminary Q4 earnings are reigniting interest in SRTS. Click here to see our take on SRTS stock.Read full newsRead More

Micron is approaching tangible book value, but it may never reach this level. Click here to read my analysis of MU stock.Read full newsRead More

The S&P 500 and other major market averages continue showing remarkable resilience despite numerous fundamental headwinds. Read what investors need to know.Read full newsRead More

CHY has had a tough time being highly leveraged and growth investments being out of favor. See what alternatives you should opt for.Read full newsRead More

TXO Energy Partners has filed to raise $100 million in a U.S. IPO from the sale of common units. Click here to see our take on TXO.Read full newsRead More

Sylla Gold Corp. (TSXV: SYG) (OTCQB: SYGCF) (Read full newsRead More

DIVO yields 4.8% based on portfolio dividends and written call premiums. Read why I believe the ETF may appeal to income-oriented investors.Read full newsRead More

Essex Property Trust has a great long-term track record, but its recent performance is a bit lackluster. Read more to see why ESS stock is a Hold.Read full newsRead More

Local Bounti and AppHarvest are both US-based controlled environment agriculture companies. Read more to see why both LOCL and APPH should be avoided for now.Read full newsRead More

While Q3 results were not great, Gilead Sciences could beat expectations. See why the chances are high for GILD stock to continue its bullish upward trend.Read full newsRead More