John Rubino – Focusing On Which Gold Stocks To Position In Considering The Volatility In Precious Metals
John Rubino discusses the recent volatility in gold, and which types of gold stocks he is animated by and holding in his portfolio.
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.
Matt Badiali – Generalist Investors Are Simply Not Interested In Resource Stocks; We Discuss Why and What Could Change This
Matt Badiali, Editor of the New Energy letter, Published under the Mangrove Investor, joins us to recap his experience at the recent MoneyShow in Las…
Robert Sinn – A Balanced Approach To Navigating Treacherous Market Conditions
Robert Sinn, aka Goldfinger, joins us to share his outlook on the macroeconomic data points, the general markets, and the precious metals sector moving into the last quarter of this year.
Craig Hemke – Slogging Through This Precious Metals Correction
Craig Hemke discusses his technical and fundamental outlook for the precious metals sector, as they correct into the sideways slog of this seasonally slow time of year.
Dave Erfle – The Technical Setup, Longer-Term Pattern, And Historical Analogs Suggest Gold Is Set Up For A Major Move Higher
Dave Erfle, The Junior Miner Junky, reviews the technical setup in gold, silver, GDX, and GDXJ, and longer-term pattern suggests a big move higher for the PM sector.
Weekend Show – The Difference Between Q1 2023 and 2022; What Sectors Will Continue Higher?
Welcome to the KE Report Weekend Show! The end of Q1 2023 was good for many sectors and very different from Q1 2022. We feature…
Erik Wetterling – Retail Resource Investors Are Asleep At The Wheel, While The Big Boys Are Going Shopping
Erik Wetterling, The Hedgeless Horseman, recaps his key takeaways from the (PDAC) Prospectors and Developers Association of Canada conference.
Craig Hemke – Gold, Silver, And The PM Stocks Continue Ratcheting Higher Post Powell Press Conference
Craig Hemke discusses the futher pop higher on Thursday in gold, silver and the PM mining stocks, post Powell press conference on Wednesday.
Dave Erfle – Precious Metals Are Digesting The Recent Blast Higher From Banking Concerns
Dave Erfle, The Junior Miner Junky, reviews the recent digestion of the PM rally over the last 2 weeks, fueled by banking uncertainty and Fed policy expectations.
Brien Lundin – Vancouver Conference Takeaways And Two Potential Paths Forward When The Fed Pauses
Brien Lundin shares key takeaways from the Vancouver resource stock conferences last week, and outlines 2 paths forward when the Fed pauses it’s rate hikes.
Weekend Show – Rick Bensignor, Dana Lyons and Mike Larson – Generalist Outlooks For Markets, Metals, Energy and Currencies
Welcome to The Weekend Edition of The KE Report! This Weekend’s Show we feature a group of generalist fund mangers and newsletter writers. This gives…
Erik Wetterling – Riding The Resource Sector Down To The Abyss For The Eventual Outsized Gains When Sentiment Turns
Erik Wetterling, The Hedgeless Horseman, review how he is reshuffling his portfolio – adding in more beta optionality plays in addition to quality alpha plays.
Ed Moya – Ethereum Merge and The Investment Outlook For Cryptos
Ed Moya, Senior Market Analyst at OANDA joins us for a pre-Fed meeting interview where we focus on the cryptocurrency sector. There has been some…
Erik Wetterling – Shifting Some Focus From Alpha To Beta Mining Stocks In This Low Sentiment Environment
Erik Wetterling, The Hedgeless Horseman expands on his recent shift in his focus from Alpha mining stocks to the Beta mining stocks in this low sentiment enviornment.
Erik Wetterling – Why Most Investors Don’t Make Money In Speculative Sectors Like Junior Mining Stocks
Erik Wetterling, publisher of The Hedgeless Horseman website, discusses sentiment and emotions, and why so many speculators don’t make money trading speculative markets.
Joel Elconin – Extreme Bearish Sentiment Has No One Trusting Any Market Bounces, Does That Mean It’s Early Or Late Stage Bear Market?
Joel Elconin, Co-Host of the Benzinga PreMarket Prep Show and Editor of the PreMakret Prep website joins me to discuss general bearish sentiment and the…
Weekend Show – Jesse Felder, Dana Lyons and Mike Larson – Money Flows, Commodity Trends, Key Moves In Gold, and Overall Sentiment
Welcome to the KE Report Weekend Show! It was another good week for gold and value stocks as the rotation continues out of growth…
Erik Wetterling – Buying Gold Stocks On The Cheap Into Sector Capitulation
Erik Wetterling, the Hedgeless Horseman, shares why he remains encouraged to keep buying cheap valuations in gold stocks as we await selling capitulation in the precious metals sector.
Weekend Show – Markets and Metals – A Focus on The Precious Metals Selloff and Stock Recommendations
It was another choppy week for markets and metals. With the key driver right now being the Omicron variate and how countries are reacting it’s hard to predict where we will be in a few weeks. Therefore we decided to focus on the big picture for precious metals and more so on some select resource stocks.