Erik Wetterling, The Hedgeless Horseman, joins me for an end of the year wrap up, and a look ahead to 2026.  We contrast how different stages of companies are reacting, or not reacting, to the higher underlying metals prices, across the producers, developers, and explorers; as well as where Erik sees the most fundamental catalysts stacking up that are not being properly recognized in current company valuations.

Erik Wetterling, The Hedgeless Horseman, joins me to update us on the value proposition he see in 3 gold exploration stocks, based around recent press releases and milestones.

Erik Wetterling, The Hedgeless Horseman, joins me to outline adjustments that he is making to the value proposition in 3 gold exploration stocks, based around recent press releases and milestones.

Erik Wetterling, The Hedgeless Horseman, reviews the dichotomy between gold and silver stock fundamentals versus market reactions based on investor sentiment; which is oscillating quite a bit in both directions over the last 2 months.

Erik Wetterling, The Hedgeless Horseman, reviews the news out today about Silver Tiger Metals receiving their open-pit permit from Mexico and what that means to valuation and other developers in Mexico.  We also review Altamira Gold’s interesting value arbitrage between the fundamental exploration news and the warrant expiration effect in the share price.

Erik Wetterling, The Hedgeless Horseman, with a nuanced discussion on how company valuations can shift more due to investor sentiment than on actual fundamentals and newsflow during precious metals pullbacks. There are opportunities for investors to exploit these market disconnects.

Erik Wetterling, The Hedgeless Horseman, reviews how different stages of the precious metals stocks are responding to the outsized corrections lately in gold and silver prices, and why he prefers the alpha plays over beta plays.

Erik Wetterling, The Hedgeless Horseman, joins me to recap the Nordic Funds and Mines conference last week in Stockholm, Sweden and some of the companies that stuck out to him with attractive catalysts on tap to build future value.

Erik Wetterling, The Hedgeless Horseman, reviews adjustments that he is making to the value proposition in 3 gold exploration stocks, based around recent press releases and milestones.  He sees this newsflow as much more relevant for any changes in the company’s valuation (either up or down) than the improving sentiment within  backdrop of the rising underlying precious metals price environment.

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.