Minimize

Welcome!

Craig Hemke – Silver’s Breakout, Market Rotation, and What’s Fueling the Precious Metals Surge

Cory
June 10, 2025

 

Craig Hemke, founder and editor of TF Metals Report, returns to share insights into the continued strength across precious metals markets, with a particular focus on the outperformance of silver and junior mining stocks.

 

While gold remains rangebound around $3,300, silver has surged past $35/oz and now $37/oz , marking a breakout many investors have been waiting for. Craig highlights the powerful momentum dynamic in silver, where price strength feeds investor interest, accelerating further gains. This move is also showing up in key silver equities like the SILJ ETF, which has reclaimed levels not seen since 2022.

 

Key discussion themes include:

  • The self-reinforcing momentum in silver and how it mirrors past speculative cycles

  • ETF and equity signals: SILJ surpassing key resistance, signaling investor confidence

  • Rotation into silver, platinum, palladium, and copper as gold consolidates

  • The impact of central bank demand and a sharply weaker U.S. dollar on gold and silver

  • Upcoming catalysts: CPI/PPI inflation data, FOMC meeting and dot plot, and option expiries in metals and mining stocks

Craig also outlines how institutional buy-side expectations are slowly catching up to the new price environment and how that could impact analyst price targets across the mining sector.

 

Click here to visit Craig’s website – TF Metals Report

Leave a Reply

Your email address will not be published. Required fields are marked *