Precious metals rally gains momentum! In this Daily Editorial, we welcome back Dave Erfle, founder and editor of Junior Miner Junky, to discuss the strong action yesterday across the precious metals sector, and why the juniors are finally playing catch-up.
Gold and silver prices took off to start the week, fueled by macro headlines including geopolitical unrest and tariff-related risks. Dave breaks down why the strong follow-through in miners – from large caps to juniors – is especially bullish, and why he believes $4,000+ gold is in play before year-end.
Highlights from the conversation:
- Silver stocks (SIL, SILJ) are leading the charge, outperforming gold miners on high volume.
- Institutional sentiment shift: Goldman Sachs now recommending gold over treasuries; safe-haven flows are shifting.
- Why silver juniors are breaking out from massive technical bases, and how Dave is managing his portfolio accordingly.
- The importance of share structure, warrant overhang, and why Dave favors tight-float, US-listed juniors.
- His strategy for rotating down the food chain into select development-stage plays with major takeover potential.
Listen to hear how he evaluates buy signals, trims winners, and avoids overtrading while staying positioned for longer-term upside in this ongoing bull market.
Click here to visit the Junior Miner Junky website to learn more about Dave’s investment letter.