Erik Wetterling, The Hedgeless Horseman, reviews why the value proposition in the exploration alpha plays are based around news catalysts and milestones, more so that higher metals prices.  He highlights Red Canyon, New Break Resources, and Onyx Gold as examples of companies that still have potential move much higher than where they are valued based on future newsflow.

Erik Wetterling, The Hedgeless Horseman, review his key takeaways from the PM Summit in Beaver Creek, resource sector opportunities he sees in PM stocks, his reaction to the merger of First Nordic Metals with Mawson Finland to produce a larger Scandinavian exploration and development vehicle.

Erik Wetterling, The Hedgeless Horseman, discusses the psychological part of investing and adjustments to company valuations as sector sentiment improves in this precious metals bull market.

Erik Wetterling, The Hedgeless Horseman, reviews gold, silver, and copper stocks for different trends in price performance, sentiment, and momentum across various stages of of resource stocks within those sectors.

Erik Wetterling, The Hedgeless Horseman, reviews the value proposition in the 3 gold exploration companies, that have compelling drill targets, large strategic shareholders, and the potential for rapid upside moves if they make more compelling discoveries while expanding resources.

Erik Wetterling, The Hedgeless Horseman, joins us to review the value proposition in the 3 pre-discovery gold and copper exploration companies, that have large Tier 1 drill targets and the potential for rapid upside moves if they make a compelling discovery and hit with the drill bit on current programs.

  In this KE Report daily editorial, I’m joined by Erik Wetterling, founder and editor of The Hedgeless Horseman, for a deep dive into the…

Erik Wetterling, The Hedgeless Horseman, reviews the value proposition and the corporate news and strategies from 4 gold and silver exploration companies that have also seen participation from large strategic investors in their most recent financings.

Erik Wetterling,The Hedgeless Horseman, joins me for a bigger-picture and candid conversation around investor sentiment, disconnects in valuations that we are seeing across the PM sector in most of the gold and silver stocks, but especially in the junior PM stocks. 

Erik Wetterling, The Hedgeless Horseman, reviews the value proposition in the recent news from 3 earlier-stage gold and base metals exploration companies.  These explorers are going after drill targets on large potential Tier-1 deposits that would be of interest to senior producers if discoveries are made.

Erik Wetterling, The Hedgeless Horseman, reviews the value proposition in 3 earlier-stage gold and copper exploration companies.  These explorers are going after drill targets on large potential Tier-1 deposits that would be of interest to senior producers if discoveries are made.

Erik Wetterling, The Hedgeless Horseman, reviews the value proposition and key takeaways from the recent site visit that he took to see the First Nordic Metals (TSX.V: FNM) (OTCQB: FNMCF) projects along the Gold Line Belt of Sweden.

Erik Wetterling, The Hedgeless Horseman, reviews 3 junior PM companies and the key investing themes and takeaways from the Atlantic One Investment Summit 2025 in Mallorca, Spain that he attended last week.

We highlight a few companies presenting at the conference where their value proposition caught his attention in light of their current assets and newsflow:

Erik Wetterling, The Hedgeless Horseman, review the key investing themes and takeaways from the 2 mining conferences and also highlights 11 different resource companies that caught his attention at the 2 events, either as portfolio positions, or new companies that he is doing more due diligence on.  

Erik Wetterling, The Hedgeless Horseman, discuss three junior gold exploration companies that have put out recent newsflow to the market; where he is attracted to their current value proposition.

Erik Wetterling, The Hedgeless Horseman, discusses opportunities he sees in advanced gold developers as they enter the second wave higher of the Lassonde Curve, with expanding economic margins.

Erik Wetterling, The Hedgeless Horseman, discusses gold’s standout role as a safe haven, noting the muted reactions in gold stocks to their improving economics and the rerating opportunities present at current valuations.

Erik Wetterling, The Hedgeless Horseman, discusses the opportunities he is seeing for portfolio rebalancing or “value shuffling,” due to the extreme market volatility and pricing dislocations in many resource equities due to tariff tantrums.

Erik Wetterling, The Hedgeless Horseman, discusses the attractive value proposition he sees in 3 different gold – copper – critical minerals junior resource stocks. These companies have all released important news as recently, which sets up future news releases to build upon their current work programs.

Erik Wetterling, The Hedgeless Horseman, digs into the implications and potential benefits to the US as a mining jurisdiction on the back of the new executive order from Trump issued on March 20th; titled “Immediate Measures to Increase American Mineral Production.”