We’re joined by Dave Erfle, founder and editor of Junior Miner Junky, to break down the ongoing strength in precious metals. Gold is holding above $3,800/oz and silver over $44/oz, with mining stocks – both large and small – continuing to outperform.

Discussion highlights:

• Gold & Silver surge – strongest impulse move in 20 years, targets of $3,850–$4,000
  
  
• Mining stocks outperforming – GDX, TSX Venture, and juniors still have room to catch up
  
  
• Valuations – many development companies remain cheap on an “ounces in the ground” basis
  
  
• Producers vs. juniors – Newmont (NEM) cash flows exploding, but early-stage juniors still offer big upside
  
  
• Strategy – balancing short-term trading vs. long-term holding in a runaway bull market
  
  

Stocks mentioned:

• GDX (VanEck Gold Miners ETF)
  
  
• NEM (Newmont Corporation)

Click here to visit the Junior Miner Junky website to learn more about Dave’s investment letter. 

For more market commentary & interview summaries, subscribe to our Substacks:
https://kereport.substack.com/
https://excelsiorprosperity.substack.com/

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. Investing in equities and commodities 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.