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Posts Tagged: commodities
Jesse Felder, Founder or The Felder Report joins us to explain why he thinks markets are in for a much larger correction and the...
Wed 24 Apr, 2024
2 comments
Michael Oliver, share the technical momentum setup in the US general equities, gold, precious metals stocks via GDX, silver, SIL, copper, grains, and oil, and the rotation into commodities....
Mon 22 Apr, 2024
4 comments
Mike Larson, Editor-In-Chief at MoneyShow joins us to discuss the recent weakness in US markets and the continued strength of commodities. Rotation has been...
Wed 17 Apr, 2024
3 comments
Craig Hemke with a nuanced discussion on why we’ve seen such volatility in the precious metals sector from the end of last week into this week, and moves across the commodities...
Mon 15 Apr, 2024
1 comment
    Welcome to The KE Report Weekend Show! We are sticking to market commentary focused on gold, silver, copper and energy stocks. All...
Sat 13 Apr, 2024
47 comments
    Welcome to The KE Report Weekend Show! Commodities continued to rise this week, kicking off the quarter very strong. Gold kept extending...
Sat 6 Apr, 2024
29 comments
Matt Badili with a wide-ranging conversation on the energy transition trends to more nuclear, solar, and wind power will impact investing in commodities like uranium, silver, lithium, rare earths,...
Tue 2 Apr, 2024
45 comments
Nick Hodge reviews how he is positioning in his portfolio with the breakout in gold and gold stocks, improve fundamentals for copper stocks, and the intact uranium stocks bull market where he's still...
Wed 6 Mar, 2024
0 comment
Erik Wetterling reviews the cyclicality of resource stock investing and the commodities sector, and then goes on to highlight 3 exploration companies focused in Sweden....
Fri 1 Mar, 2024
0 comment
More commodities

Peter Grandich – Looking Back In History At The Resource Market And Resource Stocks

I am happy to report that we have Peter Grandich back on the show! Our long time listeners will remember Peter from over a decade…

Wed 28 Feb, 2024
15 comments

Energy Commodities Update – Excelsior Prosperity W.I.R. – Part 8C

An article by Shad Marquitz, looking at the energy commodities like oil, nat gas, technical setup in energy stocks via XLE, XOP, OIH, and the Lithium stocks via LIT and the rotation and cyclicality of commodity stocks.

Mon 12 Feb, 2024
10 comments

John Rubino – Recession Indicators Abound, What Does It Mean For Commodities?

John Rubino, Editor of John Rubino’s Substack, joins us to outline a number of recession indicators that have his attention and why he thinks a…

Tue 23 Jan, 2024
0 comment

Sean Brodrick – Investing Outlook For A.I., Defense, Uranium, Oil, Lithium, Copper, Steel, And Gold Stocks

Sean Brodrick, shares his outlook on artificial intelligence, defense, uranium, oil, lithium, copper, steel, and gold equities, and how he is rebalancing his portfolio.

Thu 21 Dec, 2023
21 comments

Dave Lotan –  Commodity Metals Outlook And Pro Tips From A Strategic Resource Investor

Dave Lotan discusses the macro drivers for commodities, tips for investing in critical minerals and precious metals resource companies, and some of the key trends he is paying attention to.

Mon 11 Dec, 2023
2 comments

Nick Hodge – Focusing On Cycles And Time Frames For General Equities, Gold, Oil, And Commodities

Nick Hodge reviews the importance of recognizing the cyclical time frames of general US equities, gold, oil, or the larger pattern unfolding in the larger commodities supercycle.  

Wed 6 Dec, 2023
6 comments

Marc Chandler – Outlook On The US Dollar, Fed Policy Expectations, Commodities, Gold, and Oil

Marc Chandler review his outlook on the US dollar, Fed policy expectations, the commodities sector, gold prices, and the oil markets.

Fri 24 Nov, 2023
11 comments

Michael Oliver – Technical Momentum Setup In US Equities, Gold, Silver, Oil, Uranium, and Grains

Michael Oliver reviews the technical momentum setup in US general equities, gold, silver, PM stocks, oil and energy stocks, uranium and uranium stocks, soft commodities and grains, and the overall commodities sector. 

Thu 23 Nov, 2023
26 comments

Nick Hodge – Macro Megatrends That Matter For Gold, Uranium, and Oil Stocks

Nick Hodge reviews the macroeconomic data and trends that matters for gold, uranium, and oil stocks.  

Wed 8 Nov, 2023
3 comments

Nick Hodge – Macroeconomic Data Continues To Weaken Yet Opportunities Remain In The Resource Sector

Nick Hodge reviews the weakening macroeconomic data, but also where he sees opportunities in the commodities and resource stocks.  

Wed 4 Oct, 2023
5 comments

John Rubino – Continued Spotlight On The Energy Commodities Of Oil and Uranium

John Rubino, continue to shine a spotlight on the energy commodities of oil and uranium, in lieu of the current macroeconomic backdrop.

Mon 18 Sep, 2023
16 comments

Weekend Show – Market Impacts When Comparing US Economic Data To The Rest Of The World and Oil’s Breakout

Welcome to The KE Report Weekend Show. On this Weekend’s Show we are featuring Jesse Felder and Dan Steffens. We start of with a focus…

Sat 9 Sep, 2023
32 comments

Nick Hodge – Mixed Macro Signals, And Strength In Energy Commodities Like Oil And Uranium

Nick Hodge reviews the current macroeconomic landscape, and then the energy commodities of oil, copper, and uranium, as well as a look at the precious metals sector.

Wed 6 Sep, 2023
2 comments

John Rubino – Ongoing BRICS Initiatives, Continued Interest Rate Pressures, And The Bright Spot In The Energy Sector With Oil And Uranium Stocks

John Rubino, with a wide-ranging discussion on BRICS nations initiatives, the effects of higher interest rates, and the energy sector being one of the bright spots in otherwise tough market conditions.

Mon 21 Aug, 2023
47 comments

Sean Brodrick – Reviewing The Weakness Across Most Markets, But Seeing Opportunities In Energy Stocks

Sean Brodrick, reviews the recent bout of market weakness across the board, but still sees opportunities in the energy sector, with oil and uranium stocks.

Tue 15 Aug, 2023
2 comments

Marc Chandler – Are We Nearing The End Of An Economic Business Cycle?

Marc Chandler joins us for a special weekend editorial and review of the macroeconomic data and if it is headed towards the end of a business cycle.

Sun 13 Aug, 2023
17 comments

Weekend Show – Rick Bensignor and Nick Hodge – A Focus On Commodities And Which Ones Have The Best Upside

Welcome to The KE Report Weekend Show! On this Weekend Show we feature a couple generalist investors and newsletter writers to get a handle on…

Sat 12 Aug, 2023
26 comments

Michael Oliver – The Breakage Of The Largest US Stock Market Bubble Ever Is Nowhere Close To Being Over

Michael Oliver outlines the technical momentum factors that project the bear market in US equities has much longer and lower to go, but conversely that gold, silver, and the commodities still have much higher to run.

Wed 9 Aug, 2023
32 comments

John Rubino – Inflation And Recession Expectations, US Equities, Gold, Oil, Copper, and Uranium

John Rubino with a wide-ranging discussion on inflation, recession, and market implications for general equities, gold, and commodities like oil, copper, and uranium.

Mon 7 Aug, 2023
41 comments

Weekend Show – Markets, Commodities and Energy Stocks, Where Is Looking Best Now

Welcome to the Weekend Edition of the KE Report. On this Weekend’s Show we focus on shorter term outlooks for US markets, metals and energy….

Sat 5 Aug, 2023
4 comments