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Craig Hemke - Gold/Silver Huge Volatility, Silver Backwardation, Equity Valuations
Gold and silver remain in strong uptrends despite last week’s sharp pullback. Gold is still up ~50% YTD, silver over 60%, and miners (GDX, GDXJ, SIL, SILJ) continue to surge.
Craig Hemke, founder and editor of TF Metals Report, joins us to explain why last week’s volatility was typical bull-market action - not the end of the move.
Key Topics
Options expiry shakeout: Expiring calls triggered forced selling and sharp, short-term pressure.
Silver above $50: After decades, silver’s sustained breakout signals a new phase; holding that level could ignite more CTA and fund buying.
Backwardation insight: Spot silver trading above futures reflects institutional supply tightness in London, not a retail shortage.
Miners’ earnings torque: With record prices and lower costs, producers and developers remain undervalued heading into Q3 results.
Investor roadmap: Expect a brief consolidation after earnings before the next leg higher.
Visit Craig’s website – TF Metals Report: https://www.tfmetalsreport.com/
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Investment disclaimer:
This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
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By KE Report
4.3
1212 ratings
Gold and silver remain in strong uptrends despite last week’s sharp pullback. Gold is still up ~50% YTD, silver over 60%, and miners (GDX, GDXJ, SIL, SILJ) continue to surge.
Craig Hemke, founder and editor of TF Metals Report, joins us to explain why last week’s volatility was typical bull-market action - not the end of the move.
Key Topics
Options expiry shakeout: Expiring calls triggered forced selling and sharp, short-term pressure.
Silver above $50: After decades, silver’s sustained breakout signals a new phase; holding that level could ignite more CTA and fund buying.
Backwardation insight: Spot silver trading above futures reflects institutional supply tightness in London, not a retail shortage.
Miners’ earnings torque: With record prices and lower costs, producers and developers remain undervalued heading into Q3 results.
Investor roadmap: Expect a brief consolidation after earnings before the next leg higher.
Visit Craig’s website – TF Metals Report: https://www.tfmetalsreport.com/
----------------
For more market commentary & interview summaries, subscribe to our Substacks:
https://kereport.substack.com/
https://excelsiorprosperity.substack.com/
Investment disclaimer:
This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
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