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Dave Erfle – Was There A Potential Turn In The Precious Metals Space This Last Week?

Dave Erfle, Founder and Editor of The Junior Miner Junky, joins us to review the key technical price support and resistance levels in gold, GDX, GDXJ, silver, and the US dollar, as well as seasonality patterns, to ascertain if we may have seen a key turn in the precious metals sector this last week.

 

Additionally we look at the continued weak valuation being seen in the largest and most followed gold producer, Newmont (NEM) (NGT) as its price continues to break down in tandem with its acquisition of Newcrest Mining (NCM) (NCMGF).   This leads to a larger discussion about what factors may drive more merger and acquisition transactions from the mid-tier gold and silver producers in the PM sector. It all comes back to seeing a sustained breakout in gold and silver prices that start to create some upwards momentum in the sector, which will bring in more investors.

 

 

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Click here to visit the Junior Miner Junky website to keep up to date with the stocks Dave likes.

Discussion
19 Comments
    Aug 27, 2023 27:32 PM

    Inflation And Jobs Data On Tap As Fed’s Path Remains In Focus: What to know this week

    Josh Schafer·Reporter – Yahoo Finance – August 27, 2023

    “After Federal Reserve chair Jerome Powell ended the week noting the central bank is ‘prepared to raise rates further,’ the economic calendar will bring two of the Fed’s key data points into focus in the week ahead: A labor report and an updated look at inflation.”

    “The Personal Consumption Expenditures (PCE) index, the Fed’s preferred inflation indicator, is scheduled for Thursday morning while the August jobs report is expected Friday at 8:30 a.m. ET.”

    “Investors will track weekly jobless claims data and the monthly read on private payrolls from ADP, both due out Thursday. The monthly look at job openings on Tuesday will also garner investor attention as will fresh data on housing prices and manufacturing prices.”

    https://finance.yahoo.com/news/inflation-and-jobs-data-on-tap-as-feds-path-remains-in-focus-what-to-know-this-week-143051949.html

    Aug 28, 2023 28:48 AM

    Thanks guys for keeping up the massive data flows and interviews. You undermine The Feds claim that “they never saw it coming”. Thanks to The Kereport”, we see it coming, we just don’t know which thing is going to hit us hardest.
    Thanks again.

      Aug 29, 2023 29:20 PM

      Much appreciated Lakedweller2. We appreciate all your contributions and feedback here as well.

      Ever Upward!

    Aug 28, 2023 28:44 AM

    FWIW:
    Sold a house and closed last week. Closing distribution funds to me were deposited in a credit union which immediately put a 10 day hold on the funds (keep in mimd that it is against the Law for an attorney to issue a check for insufficient funds from their Trust Account). A small amount of the funds were released 2 days later which I transferred electronically to my brokerage account. This morning, my brokerage account showed funds both “settled and available to trade” while simultaneously if I attempted to trade, I was told insufficient funds and on hold. Who said there isn’t a banking problem?

    Aug 28, 2023 28:03 AM

    Schwab came back and said it takes 3 business days to settle electronic transfer funds. My account shows the funds deposited in Schwab on 8/25. Transfer page says 1 business day for internal transfer, 2 for external which means 4 computer days including the weekend. But …here is where the math gets complicated … Schwab says funds won’t be available until 8/31. That doesn’t fit any published scenario.
    Careful Out There. Do you know where your cash flow is?

      Aug 28, 2023 28:17 PM

      At least you should be collecting a substantial amount of interest in your MMA while the money sits there. Don’t know about Schwab but Interactive pays over 4% on cash balances.

        Aug 28, 2023 28:33 PM

        We will see but I would bet they take away some for storing it against my will. 🙂

    Aug 28, 2023 28:31 PM

    For those that are curious other than my mother: Today’s confirmation of the last year and one half: -$53.12 loss for the day.

    Aug 29, 2023 29:45 AM

    Too soon to tell but it appears this morning the “algo boot has been lifted off the neck of my accounts”. Before I try to grab some air…. let’s see where this goes.

      Aug 29, 2023 29:08 AM

      50% walk back since open. Oh well ….

    Aug 29, 2023 29:34 AM

    Update: I take some of what I said back about cash flow. My credit union is still holding my funds. But the small amount that was released that I transferred to Schwab had a note “after” you committed to the transfer that it was possible to trade stocks over $1. That turned out to be a maybe. I tried to add some Snowline ….Snowline is a no (insufficient funds). I tried to add New Found Gold. That was good but I didn’t want to add any. So it hit me that maybe they find Royalty/Streaming to their liking. And Bingo, they find some of those OK. I tried to add Nova as it was over $1 and that was a no. Then I tried EMX and got a buy. So then I tried Uranium Royalty and got a buy. Those buys came off money on hold until 8/31. So then I tried some funds on hold until 9/5 and got an add to EMX. Then the big test, I transferred some money from my regular checking for an over night transfer and it showed up in less than 30 minutes in my account which also had a 9/5, and was able to add to EMX.
    So I have gone from having all kinds of holds to no-holds, as long as I buy what they allow. That is fine ..so finally things seem normal. Watch them nationalize all Royalty/Streaming Companies.
    I remain confused but persistence counts for something.

      Aug 29, 2023 29:38 PM

      Oh… by the way, had I been allowed to invest in the stock I had in mind, I would have gained 5.1%. But since I selected the only stocks I could find that were on the “appropriate” list … I lost.
      (Evidently the AI in charge of the individual portfolios doesn’t talk to the AI that handles the allowable trades)

    Aug 29, 2023 29:24 AM

    Dollar down, gold and metals up …..my account just went negative after a great start. Some things never change.

    Aug 29, 2023 29:18 PM

    TSX.v slow stochastics finally crawling out of the grave maybe…

    https://schrts.co/xwVtrNJS

    Aug 30, 2023 30:31 AM

    Same open, same algos …. Another day

      Aug 30, 2023 30:36 AM

      Very boring News for a Wednesday. I think the miners are putting good news on the shelf until the “market” is in a better frame of mind. They are tired of “sell the news” ….seems so artificial.

    Aug 30, 2023 30:20 AM

    Tesla …Battery Miners down.

    Aug 30, 2023 30:56 PM

    The recent orchestrated take down seems to be building momentum. It very well could be that it reflects serious conditions within the Alternative Universe of The Fed and their efforts to transfer wealth without public recognition.