In this KER Market Quick Take, the first market discussion of 2026, we dive into the explosive moves across precious metals – particularly silver’s historic surge above $90 – while questioning why mining equities continue to lag far behind the metals themselves.
Despite gold reaching new all-time highs and silver delivering one of its strongest breakouts in decades, investor enthusiasm toward precious metal stocks remains surprisingly muted. Cory and Shad break down the disconnect, explore sector rotation into industrial and energy metals, and explain what could finally ignite the next leg higher for miners.
Let us know your thoughts on the KER Market QuickTakes – Fleck@kereport.com and Shad@kereport.com
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