Like Warren Buffett, you might have noticed the high inflation that’s upon us. One camp says the high inflation rate is temporary, while the other believes it will be a new trend. Time will tell. In either case, investors can fight high inflation with these three stocks.Fight inflation with gold: Buy Franco-Nevada stockPrecious metals like gold and silver have long been a storage of value an...Read More

It is one thing to get people to do something. It is another to have them keep doing it.Call it recidivism. Call it buyer's remorse. From weight loss to crime, from convenience to addiction. It all looks the same.Sign people on, watch them realize it isn't for them.Tell that to the electric vehicle - especially the purely battery-powered EV - crowd.To be honest, we deal with this all the time arou...Read More

The question I'm (figuratively) asking every company as we emerge from the pandemic is this: What did you learn?No doubt, for a lot of businesses, the coronavirus was an abject disaster. Those that rely on commercial traffic (i.e., airlines, car services) stood no chance.But for others, the pandemic posed a navigable challenge - an opportunity to innovate, adapt, streamline, and ultimately improve...Read More

Bitcoin continues to be a volatile place to invest for Canadian investors. Even though the cryptocurrency continues to trade above $60,000, during the month of April the currency came down from all-time highs. It became just clear how volatile Bitcoin can be after a widespread blackout affected the country.While the blackout was unrelated to bitcoin, it just goes to show that anything digital can&...Read More

President Joe Biden is scheduled to present his American Families Plan today - in which he seeks $1.9 trillion to pay for programs designed to support families and children.Among those programs include at least two years of free community college for adults, paid family leave, providing more affordable childcare, and implementing preschool as a standard in education.To pay for all this, Biden's pl...Read More

While many Canadian companies have reported better-than-expected earnings this season, some TSX stocks have notably failed. Space technology company Maxar Technologies (TSX:MAXR)(NYSE:MAXR) disappointed investors after notably falling short of analysts’ expectations in Q1 2021. MAXR stock plunged 26% on May 4. TSX stock Ballard Power Systems (TSX:BLDP)(NASDAQ:BLDP) fell 20% after reporting w...Read More

May 07, 2021 Guest(s): Randy Smallwood Wheaton Precious Metals affirmed that the company is primarily a precious metal business despite announcing first production from a cobalt stream from Voisey's Bay. CEO Randy Smallwood spoke to Kitco on Friday. The cobalt deal was first announced in 2018. The company's Q1 was Thursday. Wheaton's revenue was $324 million in the first quarter of 2021, repres...Read More

May 07, 2021 Guest(s): Michael Gayed Portfolio Manager, Toroso Investments When the lumber to gold ratio spikes, it's usually a signal that risk on sentiment will remain strong, said Michael Gayed, portfolio manager at Toroso Investments. Gayed has been tracking the lumber to gold ratio as part of his Lead-Lag report, and his studies have found that peaks and troughs usually lead equity rallies...Read More

Trafigura is in talks with Cliveden Trading to acquire copper purchase and sale contracts from the Zug-based trading house, sources with knowledge of the matter told Fastmarkets.Talks were held between the two companies this week, with Trafigura potentially taking on a portion of Cliveden's copper book, subject to conditions, two sources who declined to be named because the discussions were confid...Read More

High primary aluminium prices and premiums in Europe prevented market participants there from achieving a higher low-carbon aluminium differential throughout April, sources told Fastmarkets on Friday May 7.Fastmarkets assessed the aluminium low-carbon differential value-added product (VAP), Europe at $10-15 per tonne Friday May 7, flat compared to the last assessment on April 1.Offers as high as $...Read More

May 06, 2021 Guest(s): Keith Neumeyer CEO, First Majestic Silver is a strategic metal, and with mounting industrial demand it's only a matter of time before previous all-time highs are met, and then a new push to triple digits is on the way, said Keith Neumeyer, CEO of First Majestic Silver."Silver is the only commodity that is not reaching its [historic] highs, and it has reached [those highs]...Read More

Metal merchants for years ploughed credit into Liberty Commodities, the trading unit of GFG Alliance, even while banks quietly shunned the company.In separate instances related to nickel and copper deals dating to 2016, blue-chip banks including ICBC Standard Bank, Sberbank and Commonwealth Bank of Australia (CBA) have abruptly halted financing of commodity trades made by Liberty after finding irr...Read More

Bob Moriarty ArchivesMay 7, 2021I wrote about KORE Gold (KORE-V) at the end of October of last year andpredicted KORE would surprise the market.Well, I don’t know about the market but they did surprise me with their January announcement that they were spinning off their BC gold assets. It was a pretty accurate call with the stock going from $1.13 when I wrote to $2.01 seven weeks later. Much...Read More

Here are five Fastmarkets stories you might have missed on Thursday May 6 that are worth another look.Recent changes in Chinese tax policy have resulted in significant rises in the prices for steel billet and finished long steel products from the CIS and...Read More

It was previously last above the benchmark in February 2011.It closed down 0.18% on the London Metal Exchange yesterday to $9,949/t.Nickel also gained, heading back towards $20,000/t as doubt grows about the environmental credentials of Tsingshan Group's recently-announced new technology designed to produce battery-grade metal from nickel matte.Nickel closed up 1.3% to $17,872.50/t.Trafigura's chi...Read More

Adjusted EBITDA recovered to $22.2 million versus $8.1 million a year ago, with revenue up 56% year-on-year and 25% quarter-on-quarter in Q1 to $53.1 million, or $579 per carat sold.Read More

Trafigura is in talks with Cliveden Trading to acquire copper purchase and sale contracts from the Zug-based trading house, sources with knowledge of the matter told Fastmarkets.Talks were held between the two companies this week, with Trafigura potentially taking on a portion of Cliveden's copper book, subject to conditions, two sources who declined to be named because the discussions were confid...Read More

Adam HamiltonArchivesMay 07, 2020 The red-hot US stock markets continue to power inexorably higher, fueling extraordinary complacency and euphoria. With stocks riding an extreme deluge of Fed money printing, selloffs are minor and far between. But are these seemingly-perpetual gains to endless lofty record highs justified fundamentally? The big US stocks' winding-down Q1'21 earnings season illumin...Read More

May 07, 2021 Guest(s): Nouriel Roubini CEO, Roubini Macro Associates While inflationary fears are picking up, the markets have not demonstrated a readiness to accept higher interest rates. In fact, rising nominal treasury yields over the past few months have, on several occasions, prompted market selloffs. This predicament puts the Federal Reserve in a tough position, said Nouriel Roubini, CEO o...Read More

Vancouver, BC -LEAF Mobile Inc. (TSX: LEAF) ("LEAF" or the "Company"), Canada's leading free-to-play mobile game group, will release its first quarter 2021 financial results on Monday, May 17, 2021 after market close. Following the release, the Company will hold a conference call to discuss its performance with the investment community at 2:00 p.m. PT on the same day.Related earnings release mater...Read More