In this KER Market QuickTake episode, hosts Cory Fleck and Shad Marquitz provide a post-mortem analysis of the recent Metals Investor Forum (MIF) and Vancouver Resource Investment Conference (VRIC). After a week of historic volatility in the precious metals sector, the team breaks down the shift in investor sentiment from extreme euphoria to the “gut-wrenching” price action seen at the end of January 2026.
Discussion Highlights:
- Conference Euphoria and Market Sentiment: Shad and Cory recount the high-fives and hugs seen in Vancouver as Silver briefly touched triple digits and Gold approached $5,000, signaling a level of retail excitement not seen in over a decade.
- The Historic Reversal: A deep dive into the massive price drop on January 30th, where Silver fell over 30% from its intraday highs, and whether this represents a healthy correction or a definitive blow-off top.
- The Rise of the Generalist Investor: Observations on the return of family offices and promoters from other sectors, highlighting a significant increase in liquidity and financing sizes for junior miners.
- Strategic Resource Rotation: Why smart money is currently rotating profits out of precious metals and into “energy metals” like Copper, Lithium, and Uranium, as well as traditional Oil and Gas.
- Government Intervention & Policy: Discussion on the impact of “Project Vault” – the U.S. government’s new $12 billion mineral stockpile initiative – and its implications for critical mineral supply chains.
Let us know your thoughts on the KER Market QuickTake – Fleck@kereport.com and Shad@kereport.com
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Investment Disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.