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Rick Rule & Josef Schachter – Commodities Bull Market, Gold’s Next Leg Higher, and Energy Buy Signals

Cory
August 30, 2025

 

Precious metals surge while generalists stay on the sidelines, copper sets up for a supply crunch, and oil investors await a “table-pounding” buy opportunity.

 

This KE Report Weekend Show dives into the dual bull markets in precious and industrial metals with Rick Rule, and the near-term downside but long-term upside in oil and gas with Joseph Schachter. From gold’s re-rating to Canadian energy yields, the insights are packed with actionable takeaways for active resource investors.

 

If you enjoy the show, be sure to subscribe to our podcast feed (KER Podcast), YouTube channel, and follow us on X for more market commentary and company interviews. Don’t forget to subscribe and leave us a review!


Also check out our Substack where we email you summaries of Daily Editorials and the Weekend Show! Click here to check it out.

 

  • Segment 1 & 2 – Rick Rule, founder of Rule Investment Media and Battle Bank, discusses the dual nature of today’s commodities bull market – precious metals driven by fears over U.S. dollar purchasing power and broader commodities challenged by underinvestment and economic risk – along with insights on gold producers, silver opportunities, copper outlook, and the role of M&A and prospect generators in the sector.
  • Click here to visit the Rule Investment Media website and have Rick grade your portfolio. 

 

  • Segment 3 & 4 – Joseph Schachter, founder and editor of the Schachter Energy Report and writer of the Eye on Energy Substack, shares his outlook for oil and natural gas – calling for near-term weakness below $60 as a “table-pounding buy” opportunity, a rebound toward $75–80 into winter, and longer-term multi-bagger potential in Canadian energy equities as LNG growth, infrastructure, and global demand drive the next upcycle.
  • Click here to learn more about The Schachter Energy Report and Josef’s upcoming conference on October 18th.

 


Rick Rule
Josef Schachter
Discussion
14 Comments
    BDC
    Aug 30, 2025 30:39 AM

    Two Top Shelf Stars!
    Thanky! Thanky! Thanky!

    Reply
    Aug 30, 2025 30:12 AM

    Hi Ex, don’t you think Minera Alamos (MAI) has too much on their plate since they took over Calibre’s gold mining properties in Nevada, and considering all their other properties. Over expansion can kill a company quickly, very few managers can keep all those balls in the air successfully especially with so many of them in development.

    I still believe that Calibre Mining made a big mistake when they merged with Equinox Gold. It seems Equinox really wanted the Valentine project in Newfoundland.

    I guess what I’m really asking is what are your thoughts on Minera as they digest these new properties going forward. I know you are well informed on this situation. You were a big supporter of Calibre in the day. Thanks, DT

    Reply
      14 hours ago

      Hi DT. I laid out my thoughts on the Minera Alamos acquisition of the Pan Mine and development-stage Gold Rock projects in this Substack article:

      Merger and Acquisition Opportunities In The Mining Stocks – Part 12

      Excelsior Prosperity w/ Shad Marquitz (08-10-2025)

      https://excelsiorprosperity.substack.com/p/merger-and-acquisition-opportunities-ad2

      Reply
        13 hours ago

        Hi Ex, thanks for filling my boots with your in depth analysis. I took some of my booty from HydroGraph and sprinkled it around in some of the near term gold producers. It is always good when we share information with others and you do more of that than anyone I know. Much appreciated, DT!

        Reply
    BDC
    22 hours ago

    https://www.fibonomics.com/2025/08/natgas-awaiting-confirmation.html
    NatGas : Awaiting Confirmation (Bottom or Bounce?)

    Reply
    19 hours ago

    This monthly USD priced in gold chart is interesting and perfectly consistent with gold going much higher and doing so soon.
    https://schrts.co/MAtcbZCA

    Reply
      18 hours ago

      Hi, Matthew. Thanks for the chart. USD is very oversold. Maybe some correction?

      Reply
        BDC
        18 hours ago

        Alex: Just now doing the numbers, via AB.CDs etc. and your point is valid. A minimal 38.2% pop per the Sept 2022 peak would be to .0444 which nearly matches the Aug 2020 trough. BDC

        Reply
        17 hours ago

        The dollar index is oversold vs gold but is not oversold at all by itself. Here’s the same monthly look but without gold:
        https://schrts.co/RQnAQPeR

        All things considered, I am not even slightly nervous about the oversold reading of the dollar vs gold. In any sector, some of the most aggressive moves down begin from oversold readings.

        Reply
          17 hours ago

          The reverse is often true as well. Look at the Nasdaq in 2013 and 2017. The first overbought monthly readings kicked off moves of over 40% and that’s in addition to the gains that happened prior to those overbought readings!
          https://schrts.co/fdzyixAW

          Reply
    18 hours ago

    Stock market crashes are part of the American psyche, and crashes tend to occur in the fall as the cooler winds sweep in and the public psychology becomes more cautious but the underlying currents must be there and they all are. DT

    Reply
    18 hours ago

    Two new methods push graphene’s electronic quality beyond traditional semiconductors. DT

    https://techxplore.com/news/2025-08-methods-graphene-electronic-quality-traditional.html

    Reply
    16 hours ago

    IPT priced in gold has been consolidating bullishly for the last 6 weeks…
    https://schrts.co/PrqhPkcg

    Reply
    14 hours ago

    This Precious Metals Bull Market Is In Melt-Up Mode

    Excelsior Prosperity w/ Shad Marquitz (08-30-2025)

    Charts of gold, GDX, GDXJ, Silver, SIL, and SILJ

    https://excelsiorprosperity.substack.com/p/this-precious-metals-bull-market

    Reply

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