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Posts Tagged: commodities
Nick Hodge reviews how he is positioning in his portfolio with the breakout in gold and gold stocks, improve fundamentals for copper stocks, and the intact uranium stocks bull market where he's still...
Wed 6 Mar, 2024
0 comment
Erik Wetterling reviews the cyclicality of resource stock investing and the commodities sector, and then goes on to highlight 3 exploration companies focused in Sweden....
Fri 1 Mar, 2024
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I am happy to report that we have Peter Grandich back on the show! Our long time listeners will remember Peter from over a...
Wed 28 Feb, 2024
15 comments
An article by Shad Marquitz, looking at the energy commodities like oil, nat gas, technical setup in energy stocks via XLE, XOP, OIH, and the Lithium stocks via LIT and the rotation and cyclicality...
Mon 12 Feb, 2024
10 comments
John Rubino, Editor of John Rubino’s Substack, joins us to outline a number of recession indicators that have his attention and why he thinks...
Tue 23 Jan, 2024
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Sean Brodrick, shares his outlook on artificial intelligence, defense, uranium, oil, lithium, copper, steel, and gold equities, and how he is rebalancing his...
Thu 21 Dec, 2023
21 comments
Dave Lotan discusses the macro drivers for commodities, tips for investing in critical minerals and precious metals resource companies, and some of the key trends he is paying attention...
Mon 11 Dec, 2023
2 comments
Nick Hodge reviews the importance of recognizing the cyclical time frames of general US equities, gold, oil, or the larger pattern unfolding in the larger commodities supercycle....
Wed 6 Dec, 2023
6 comments
Marc Chandler review his outlook on the US dollar, Fed policy expectations, the commodities sector, gold prices, and the oil...
Fri 24 Nov, 2023
11 comments
More commodities

Michael Oliver – Technical Momentum Setup In US Equities, Gold, Silver, Oil, Uranium, and Grains

Michael Oliver reviews the technical momentum setup in US general equities, gold, silver, PM stocks, oil and energy stocks, uranium and uranium stocks, soft commodities and grains, and the overall commodities sector. 

Thu 23 Nov, 2023
26 comments

Nick Hodge – Macro Megatrends That Matter For Gold, Uranium, and Oil Stocks

Nick Hodge reviews the macroeconomic data and trends that matters for gold, uranium, and oil stocks.  

Wed 8 Nov, 2023
3 comments

Nick Hodge – Macroeconomic Data Continues To Weaken Yet Opportunities Remain In The Resource Sector

Nick Hodge reviews the weakening macroeconomic data, but also where he sees opportunities in the commodities and resource stocks.  

Wed 4 Oct, 2023
5 comments

John Rubino – Continued Spotlight On The Energy Commodities Of Oil and Uranium

John Rubino, continue to shine a spotlight on the energy commodities of oil and uranium, in lieu of the current macroeconomic backdrop.

Mon 18 Sep, 2023
16 comments

Weekend Show – Market Impacts When Comparing US Economic Data To The Rest Of The World and Oil’s Breakout

Welcome to The KE Report Weekend Show. On this Weekend’s Show we are featuring Jesse Felder and Dan Steffens. We start of with a focus…

Sat 9 Sep, 2023
32 comments

Nick Hodge – Mixed Macro Signals, And Strength In Energy Commodities Like Oil And Uranium

Nick Hodge reviews the current macroeconomic landscape, and then the energy commodities of oil, copper, and uranium, as well as a look at the precious metals sector.

Wed 6 Sep, 2023
2 comments

John Rubino – Ongoing BRICS Initiatives, Continued Interest Rate Pressures, And The Bright Spot In The Energy Sector With Oil And Uranium Stocks

John Rubino, with a wide-ranging discussion on BRICS nations initiatives, the effects of higher interest rates, and the energy sector being one of the bright spots in otherwise tough market conditions.

Mon 21 Aug, 2023
47 comments

Sean Brodrick – Reviewing The Weakness Across Most Markets, But Seeing Opportunities In Energy Stocks

Sean Brodrick, reviews the recent bout of market weakness across the board, but still sees opportunities in the energy sector, with oil and uranium stocks.

Tue 15 Aug, 2023
2 comments

Marc Chandler – Are We Nearing The End Of An Economic Business Cycle?

Marc Chandler joins us for a special weekend editorial and review of the macroeconomic data and if it is headed towards the end of a business cycle.

Sun 13 Aug, 2023
17 comments

Weekend Show – Rick Bensignor and Nick Hodge – A Focus On Commodities And Which Ones Have The Best Upside

Welcome to The KE Report Weekend Show! On this Weekend Show we feature a couple generalist investors and newsletter writers to get a handle on…

Sat 12 Aug, 2023
26 comments

Michael Oliver – The Breakage Of The Largest US Stock Market Bubble Ever Is Nowhere Close To Being Over

Michael Oliver outlines the technical momentum factors that project the bear market in US equities has much longer and lower to go, but conversely that gold, silver, and the commodities still have much higher to run.

Wed 9 Aug, 2023
32 comments

John Rubino – Inflation And Recession Expectations, US Equities, Gold, Oil, Copper, and Uranium

John Rubino with a wide-ranging discussion on inflation, recession, and market implications for general equities, gold, and commodities like oil, copper, and uranium.

Mon 7 Aug, 2023
41 comments

Weekend Show – Markets, Commodities and Energy Stocks, Where Is Looking Best Now

Welcome to the Weekend Edition of the KE Report. On this Weekend’s Show we focus on shorter term outlooks for US markets, metals and energy….

Sat 5 Aug, 2023
4 comments

Jesse Felder – If A Recession Hits What Are Commodities Going To Do?

Jesse Felder, Founder and Editor of The Felder Report joins us to discuss the possibility of a recession in the US. With the recent market…

Wed 2 Aug, 2023
10 comments

Jordan Roy-Byrne – Could Inflation Reverse Back Higher And Give The Commodities More Upside Traction?

Jordan Roy-Byrne looks at markets post Fed rate hikes and how commodities might get more upward traction if we see a pop in inflation over the next few months.

Wed 26 Jul, 2023
10 comments

Joel Elconin – Fed Hikes As Expected, Earnings Recap and The Is The Goldilocks Scenario For Stocks Finally Stretched?

Joel Elconin, Co-Host of the Benzinga PreMarket Prep Show and Editor of the PreMarket Prep website joins us to recap the Fed rate hike, some…

Wed 26 Jul, 2023
1 comment

Dana Lyons – General Market Health, USD Breakdown, Bonds and Commodities

Dana Lyons, Fund Manager and Editor of The Lyons Share Pro website joins us to share his shorter term trading strategy for US markets, bonds…

Thu 20 Jul, 2023
20 comments

Dana Lyons – Bonds, Commodities, US Markets, Cryptos; Is A Crash Coming?

Dana Lyons, Fund Manager and Editor of The Lyons Share website joins us to share his trading outlook for bonds, commodities, US markets, cryptos and…

Fri 7 Jul, 2023
6 comments

Christopher Aaron – GDX and SIL Charts Breaking Down, What Can Be The Catalyst To Change The Downtrend?

Christopher Aaron, Founder of iGold Advisor and Senior Editor at the Gold Eagle website joins us to dive into the GDX and SIL charts. He…

Thu 29 Jun, 2023
14 comments

John Rubino – Using Summer Doldrums Low Sentiment To Accumulate Quality At A Discount

John Rubino discusses why he is utilizing the “summer doldrums” to accumulate quality gold, silver, oil, uranium, and copper companies into the weak sentiment.

Tue 27 Jun, 2023
13 comments