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Posts Tagged: tariffs
Sean Brodrick outlines the macroeconomic implications of tariffs and geopolitics on the markets.  He remains bullish on gold, silver, copper, and lithium stocks. He is also constructive on defense...
Tue 12 Aug, 2025
18 comments
  This KE Report Weekend Show dives deep into the growing crosscurrents hitting the U.S. economy and commodity markets. In the first half, Marc...
Sat 9 Aug, 2025
46 comments
  In this KE Report Daily Editorial (August 1st), we’re joined by Joel Elconin, co-host of the PreMarket Prep show and founder of the...
Fri 1 Aug, 2025
6 comments
  Copper prices have surged above $5.60/lb, sparked by a proposed 50% tariff and supported by accelerating global demand. But while the metal’s price...
Tue 29 Jul, 2025
25 comments
Nick Hodge, discusses the macro and micro themes that have created an “Everything is awesome,” markets melt up higher.  Nick shares how he has been positioned in trends with rare earths, copper,...
Thu 24 Jul, 2025
1 comment
Robert Sinn, (aka Goldfinger) with a wide-ranging discussion on macroeconomic market movers and his fundamental and technical outlook on gold, silver, copper, and their related resource...
Mon 21 Jul, 2025
18 comments
  Marc Chandler, Managing Partner at Bannockburn Global Forex and editor of the Marc to Market website, joins us for this special Sunday editorial...
Sun 20 Jul, 2025
15 comments
  In this KE Report daily editorial, Marc Chandler, Managing Partner at Bannockburn Global Forex and Editor of the Marc to Market blog joins...
Thu 3 Jul, 2025
20 comments
Sean Brodrick reviews the macroeconomic market movers he is watching and he outlines why he is still bullish but holding off adding to gold, silver, and copper stocks, but that he has been adding to...
Thu 26 Jun, 2025
2 comments
More tariffs

Nick Hodge – Making Sense Of The Macro Market Movers, And Bullish Outlook On Select Oil, Copper, Nuclear, Uranium, and Rare Earth Stocks

Nick Hodge, with a longer-format discussion on and the macro and micro themes in general US equities, bonds, and commodities, and how he has been using volatility to position in oil, copper, nuclear, uranium, and rare earths stocks on any pullbacks, still anticipating a reflationary trend as the economy improves in the 2nd half of this year.

Wed 25 Jun, 2025
12 comments

Marc Chandler – Return of Tariff Volatility, Currency Shifts, and the Rise of the “Sell America” Trade

  In this KE Report daily editorial, we welcome back Marc Chandler,  Managing Partner at Bannockburn Global Forex  and Editor of Marc to Market, to…

Fri 23 May, 2025
1 comment

Nick Hodge – Pruning And Planting Portfolio Positions In Gold, Silver, Copper, And Uranium Stocks

Nick Hodge with a longer-format discussion on and the macro and micro themes, and using volatility to prune winning positions and plant new positions in the gold, silver, copper, rare earths, and uranium stocks. It’s a wide-ranging discussion.

Wed 21 May, 2025
15 comments

Weekend Show – Peter Boockvar & Marc Chandler – Is the U.S. Losing Its Edge? Why Global Markets Are Repricing U.S. Risk

  This weekend we step back from the day-to-day market noise to look at the bigger picture shaping global markets and investment trends. From shifting…

Sat 10 May, 2025
21 comments

Marc Chandler – Parsing The Macroeconomic Data, The Odds Of A Recession, Levels To Watch In The US Dollar and Interest Rates, Fed Policy, and International Markets

Marc Chandler unpack another turbulent week in the markets, looking at better economic data than expected, whether or not we are heading towards a recession in the US, global trade tensions between the US and China, key factors for the US dollar and interest rates, the propensity of the Fed to cut rates this year, and international markets tempered by falling oil prices.

Sun 4 May, 2025
4 comments

Robert Sinn – Macroeconomic Market Movers, Outlook On Gold, Silver, Copper, And The Resource Stocks

Robert Sinn, (aka Goldfinger) in a wide-ranging discussion on macroeconomic market movers and his fundamental and technical outlook on gold, silver, copper, and their related resource stocks, and what trends have his attention.

Fri 25 Apr, 2025
2 comments

Peter Krauth – Pro Tips On Investing In Junior Silver Stocks – Cerro de Pasco, GoGold, Discovery, and Kingsmen

Peter Krauth, with a wide-ranging discussion on the macroeconomic factors continuing to move the precious metal sector, and some pro tips on investing junior silver stocks.  This is a longer-format conversation where we cover many areas of consideration in the macro and for silver specifically.

Sun 20 Apr, 2025
12 comments

Weekend Show – Mike Larson & Matt Geiger – Slow Money Shift Out Of The US, Gold The Major Beneficiary

  Welcome to the KE Report Weekend Show!    This week, we explore the growing shift of capital out of the U.S., impacting both equity…

Sat 19 Apr, 2025
36 comments

Joel Elconin – Trading The Volatility Within Select Market Sectors And Preparing For Bifurcated Reactions To Q1 Earnings Guidance

Joel Elconin recaps this last week in the markets. We’ve seen a continuation in volatility across U.S. markets, so Joel breaks down the key drivers and thoughts on trading select sectors like tech, healthcare, airlines, hotels, and gold, and looks ahead to the coming bifurcation in reactions to Q1 earnings guidance.

Fri 18 Apr, 2025
1 comment

Sean Brodrick – Gold And Gold Stocks Are Beneficiaries As Investors Flee Other US Assets

Sean Brodrick, Editor of Wealth Megatrends and contributing analyst to Weiss Ratings Daily, joins us to outline why he is tightening up his portfolio by exiting some sectors, holding only the highest conviction sectors and equities, and only really adding to gold and precious metals stocks in this current environment of uncertainty.

Tue 15 Apr, 2025
16 comments

Marc Chandler – Recapping A Turbulent Week In The Markets, Capital Fleeing The US, Gold To All-Time Highs

Marc Chandler, Managing Partner at Bannockburn Global Forex and Editor of the Marc to Market website, joins us to unpack another turbulent week in the markets, key moves in the currencies, global trade tensions between the US and China, and gold continuing to break out to new all-time highs as the global safe haven.

Sun 13 Apr, 2025
22 comments

Brien Lundin – Market Chaos & Gold’s Surge: Safe Havens, Tariffs & A Precious Metals Divergence

  Brien Lundin, Editor of Gold Newsletter and host at the New Orleans Investment Conference (Nov. 2–5), joins us during an extreme period of market…

Thu 10 Apr, 2025
17 comments

Nick Hodge – Gold Emerges As The Signal From The Macroeconomic Noise, Opportunities Still Present In Copper, Silver, And Rare Earth Companies

Nick Hodge with a longer-format discussion on navigating the market noise and volatility, his outlook on the US economy, and opportunities in gold, silver, copper, and rare earth stocks for the balance of this year and longer-term.

Wed 9 Apr, 2025
14 comments

Erik Wetterling – Pricing Dislocations Due To Market Volatility Create Opportunities For Portfolio Value Shuffling

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.

Tue 8 Apr, 2025
3 comments

Joel Elconin – Worst Month for US Markets Since 2022, the Growing Impact of Uncertainty, and the Flight to Gold

  Joel Elconin, co-host of PreMarket Prep, joins us to break down the key drivers behind the significant market weakness and why he sees the…

Fri 28 Mar, 2025
5 comments

Weekend Show – Peter Boockvar & Brien Lundin – Market Uncertainty, Recession Fears, Tariff Wars, Gold At $3,000

  Welcome to The KE Report Weekend Show!   On this weekend’s show we focus on the continued decline in US markets, how tariff wars…

Sat 15 Mar, 2025
69 comments

John Rubino – Gold, Silver, And PM Stocks Shining Bright Amidst The Market and Macroeconomic Volatility

John Rubino, reflects on the reasons why gold, silver, and precious metals stocks have continued to outshine macroeconomic turbulence and general market volatility.

Thu 13 Mar, 2025
27 comments

Nick Hodge – Macroeconomic And Geopolitical Uncertainties, Yet Opportunities Remain in Gold, Silver, Copper, and Uranium Resource Stocks

Nick Hodge with a longer-format discussion on and the macro and micro themes that are disrupting the general equities markets and economic outlook. He still sees opportunities in gold, silver, copper, and uranium stocks, and mentions some individual companies that have his attention.

Wed 12 Mar, 2025
11 comments

Dave Erfle – Geopolitical Conflicts And Trade Wars Are Causing Gold & Silver Stocks To Pop While General Markets Drop

Dave Erfle discusses the volatility in markets as a result of both geopolitical conflict and the economic uncertainty about the global trade wars underway. Gold, silver, and the precious metals stocks continue to be well bid and diverge from the continued decline in US stock markets.  He believes this illustrates a rotation in capital as investors pull profits out of the highly-valued tech stocks and cryptocurrencies, and park some of it the safe haven of precious metals.

Tue 11 Mar, 2025
17 comments

Joel Elconin – Markets Continue To Fall: A Trade War Is War

  Joel Elconin, Co-Host of the PreMarket Prep Show joins us to discuss the markets continued fall, and if this could develop into a major…

Mon 10 Mar, 2025
35 comments