Weekend Show – Brien Lundin & Josef Schachter – Precious Metals Juniors Surge, and Oil Stocks Line Up For A Potential Q4 Breakout
This Weekend’s Show dives deep into two of the most critical commodity narratives shaping the investment landscape. In the first half, Brien Lundin (Gold Newsletter) breaks down why junior gold and silver stocks are finally catching fire. In the second half, Josef Schachter (Schachter Energy Report) outlines why energy equities could present a buying opportunity, even as oil trades under pressure.
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- Segment 1 and 2 – Brien Lundin, editor of the Gold Newsletter and host of the New Orleans Investment Conference, joins the KE Report to discuss the strengthening bull market in gold and silver, highlighting the breakout in silver above $35 and the surge in junior mining stocks. He emphasizes the growing participation of generalist investors, the potential for early-stage production strategies, and why staying positioned in quality juniors is key as institutional money flows into the sector.
- Click here to learn more about the New Orleans Investment Conference on November 2-5.
- Segment 3 & 4 – Joseph Schachter, founder of the Schachter Energy Report, shares his cautious near-term outlook for oil and natural gas due to high inventories and weak demand, but maintains a bullish stance for Q4 driven by summer demand, geopolitical supply disruptions, and rising LNG exports. He also highlights dividend-paying energy stocks, M&A activity, and service companies as key areas for investor focus.
- Click here to learn more about The Schachter Energy Report
The experience of the last 100 years has given no very convincing evidence of the ability of those in charge and/or of financiers or economists to diagnose the condition of the country’s business and to provide the necessary bridle to reign it in, as well as the publics ability to understand this problem. DT
Charlie Munger quote “The big money is not in the buying and selling, but in the waiting.” But You Must First, Buy Right. As In WRLG, when they start spinning out cash it will be very interesting to watch where this stock goes. DT
That’s actually a Jesse Livermore quote and Charlie must’ve known that.
Don’t overlook Russell 2000, it is breaking out of C&P pattern on weekly.
The Car of the Future Will Transform the Great American Road Trip, this is just another example of AI taking over, they don’t want human drivers. The Insurance companies who think this is a great idea because they can lower rates will soon find AI software has replaced their workforce and there is a machine running the whole industry which will be consolidated into one mega company. DT
https://www.wsj.com/lifestyle/travel/road-trips-self-driving-cars-ad501e2d
From Bolivia to Mexico: Santacruz Silver’s Multi-Asset Strategy
Q&A with Arturo Préstamo Elizondo, Executive Chairman & CEO, Santacruz Silver Mining Ltd.
Amy Rotman – The Assay – 06-07-2025
“Our current portfolio includes six producing mines, one ore feed sourcing business, and one exploration asset. Collectively, these assets produced 18.72M AgEq oz in 2024.”
Santacruz Silver sure had a big move this week, once the market digested their full-year 2024 numbers.
Silver moving higher was also a big factor since they have so much upside leverage to higher underlying metals prices. We discussed so many times in the past that when this stock runs, it really runs…
(SCZ.V) has gone up over 4X just since the end of last year when it double-bottomed near $0.25 in November and December.
https://cdn-ceo-ca.s3.amazonaws.com/1k4b9tl-Santacruz%20Silver%201%20year%20daily%20chart.JPG
Arturo is an energetic accomplished miner with a “KNACK” for growing his company and a bent for taking care of his payments, got to like the potential going forward. Mexico and Bolivia are the two best silver mining jurisdictions in The World and SCZ has operations in both countries, but I expect they will become a bigger player in Bolivia. N-I-C-E! DT 🤣
+1 DT.
I messaged with Arturo last week, and he was going to come on the show, but elected to wait as they think they can get their Q1 financials out to the market by later this coming week and wants to highlight those when they come out. Stay tuned….!
My two favorite stocks are WRLG and SCZ. HUGE POTENTIAL!!!!!!! DT
Precious Metals Update – Silver, SILJ, Gold, GDXJ
Excelsior Prosperity 06-08-2025
https://excelsiorprosperity.substack.com/p/precious-metals-update-silver-silj
Ex – Another good one; and this problem:
“As another layer of insanity, there is the counter-productive business practice of using $1400-$1800 gold price assumptions on economic studies or project NPVs, instead of looking at the current gold pricing levels channeling around $3,300-$3,400 for months now.”
If Gold were fixed at 3000-3500 as backing for the Dollar (or equivalent) then projections using realistic numbers would be automatic. This is another reason to promote “Fractional Reserve Gold”. BDC
https://www.fibonomics.com/2025/03/american-dollar-gold-backing.html
Commodities are going to beat gold for the rest of the year and beyond.
CRB:GOLD weekly
https://schrts.co/DBhGXzkP
irishtony
7 hours ago
” IF you never studied the past ,
You will never understand the present ,
Or envision the future. ” ……………………………………………………………………………. Irishtony.