The market is going all in for risk on assets. We discuss moves in US markets, gold vs Bitcoin trade, and USD weakness
A focus on the breakout sectors – Electric Vehicles, Bitcoin, and Alternative Energy
Vaccine news and flash US PMI data – What does it mean for the stimulus trade?
Hour 2 – Making sense of copper’s breakout, gold stocks continued correction, and possible M&A in the sector
Hour 1 – Balancing out the markets vs the economy and key commodity breakouts
Weekend Show Preview – How vaccine news has drastically altered investor outlook and money flows
The near term fundamental drivers for the metals to watch for
TriStar Gold – Updates on the fully funded drill program and additions to the Management team and BoD
The seasonality trade for metals stocks and timing of a possible stimulus trade
Eloro Resources – An overview of this exploration Company drilling the flagship Property, Iska Iska Project, in Bolivia
As weakness continues to creep into gold stocks, the US Dollar and bonds are also moving down
Pucara Gold – An overview of this new Company with multiple properties in Peru and drilling on the flagship Lourdes Property
Exploits Discovery – An overview of the key projects in the Newfoundland portfolio
How does the recent rotation trade impact commodities from PMs to base metals to battery metals?
Metalla Royalty and Streaming – Recapping 2 transactions in Nevada and Mexico and the Yamana takeover of Monarch Gold
Market rotation continues but is it too early? And look at the continued run in Bitcoin
K2 Gold – The second iteration of Kaminak Gold with a focus on the Mojave Project in California
GR Silver Mining – A new discovery at the San Marcial Property and drilling update
Monetary policy now vs pre-pandemic
Another round of positive vaccine news – Comparing the different moves in US markets, precious metals and base metals from last Monday