The KE Report

Dave Erfle - Gold, Silver, and Junior Miners Continue to Lead, Even as Metals Pull Back

Listen Later

In this KE Report Daily Editorial, we’re joined by Dave Erfle, founder and editor of the Junior Miner Junky, to assess the current setup in the precious metals sector and junior mining stocks as we kick off a shortened U.S. trading week.

 

Despite gold pulling back as much as $75 intraday, Dave notes that junior gold and silver stocks are showing strong resilience and outperformance, with many breaking out from long-term bases. GDX and GDXJ are down modestly, while the TSX Venture Exchange continues to hit 52-week highs,  a bullish divergence that Dave believes signals the next leg of the bull market.

 

Key topics discussed include:

  • Rotation from producers and royalty companies into higher-risk juniors

  • Why this bull market in precious metals equities could be more sustained and structured than past cycles

  • Ongoing M&A activity in the silver sector and signs of more to come

  • The case for continued consolidation in gold around $3,300 as miners and developers play catch-up

  • A focus on copper developers, and why quality, economics, and access to capital are driving outperformance

  • Risks of “too much money” chasing “too many companies” and how to stay selective in a frothy market

    • Click here to visit the Junior Miner Junky website to learn more about Dave’s investment letter. 

    ...more
    View all episodesView all episodes
    Download on the App Store
    The KE ReportBy KE Report
    • 4.3
    • 4.3
    • 4.3
    • 4.3
    • 4.3

    4.3

    12 ratings

    More shows like The KE Report

    View all
    Macro Voices by Hedge Fund Manager Erik Townsend

    Macro Voices

    3,065 Listeners

    Sprott Money News by Sprott Money

    Sprott Money News

    149 Listeners

    Mining Stock Education by Bill Powers

    Mining Stock Education

    141 Listeners

    Mining Stock Daily by Trevor Hall

    Mining Stock Daily

    97 Listeners

    The Market Huddle by Patrick Ceresna & Kevin Muir

    The Market Huddle

    357 Listeners

    Palisades Gold Radio by Collin Kettell

    Palisades Gold Radio

    263 Listeners

    Value Hive Podcast by Brandon Beylo

    Value Hive Podcast

    93 Listeners

    ITM Trading Podcast by The Daniela Cambone Show and Taylor Made Economics

    ITM Trading Podcast

    75 Listeners

    Wealthion - Be Financially Resilient by Wealthion

    Wealthion - Be Financially Resilient

    376 Listeners

    The Jay Martin Show by Jay Martin

    The Jay Martin Show

    73 Listeners

    Thoughtful Money with Adam Taggart by Adam Taggart | Thoughtful Money

    Thoughtful Money with Adam Taggart

    418 Listeners

    The Julia La Roche Show by Julia La Roche

    The Julia La Roche Show

    69 Listeners

    The David Lin Report by The David Lin Report

    The David Lin Report

    46 Listeners

    Commodity Culture by Jesse Day

    Commodity Culture

    22 Listeners

    Monetary Matters with Jack Farley by Jack Farley

    Monetary Matters with Jack Farley

    153 Listeners