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Craig Hemke – Silver Breakout, Mining Stock Rotation, and Copper’s Tariff Spike

Cory
July 15, 2025

 

Craig Hemke, Founder and Editor of TF Metals Report, joins us for a wide-ranging discussion on precious and base metals, recorded Monday, July 14th.

 

Silver has broken out above multi-year resistance, with junior silver stocks leading the charge. Craig walks through what’s fueling this breakout, including speculative flows, tariff impacts, and positioning in the COMEX market.

 

We also discuss:

  • Why silver is vastly outperforming gold and how the gold-silver ratio is driving sentiment

  • How mining stocks are reacting, with smaller stocks outperforming majors like Agnico and Newmont

  • Copper’s sharp move higher on new U.S. tariff announcements, and why Trump’s unpredictable stance is fueling volatility

  • A cautionary take on silver hype, commercial short positions, and how bull markets typically unfold

  • Inflation data, options expiry, and what to watch heading into the end of the week

 

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

Discussion
10 Comments
    16 hours ago

    I picked up a little more Brixton yesterday on the backtest of its breakout(s) which happened early last month.
    https://schrts.co/sFCwndPI

    Reply
    16 hours ago

    There’s not much resistance above .45 for IPT.
    https://schrts.co/VUKMwysi

    Reply
      16 hours ago

      Fact it’s green today really shows how strong this move is. Not going full consolidation mode like most silvers today

      Reply
    14 hours ago

    Silver is down more than gold today but SILJ is still up versus GDX and looks like it’s getting reading to run significantly higher.
    https://schrts.co/wYuvsrBz

    Reply
    14 hours ago

    SLV:GDX is way off its recent low but still below last year’s low. I think it’s going much higher.
    https://schrts.co/hMcTtxCE

    Reply
    14 hours ago

    HL filled Friday’s gap and is now 3% above today’s low.
    https://schrts.co/NPfjHpfv

    Reply
    13 hours ago

    Remember, Abbra had a reverse 1:5 split 14months ago , up 130% since.

    Reply

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